Bi-weekly Client Letter 2024-10-18

 October 18, 2024 |Elizabeth Arseneau
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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Bi-weekly Client Letter 2024-06-28

 June 28, 2024 |Elizabeth Arseneau
Global equities have been somewhat directionless over the past few weeks. One notable development was the Canadian inflation report for May, which was higher than expected for the first time this year. This has moderately reduced expectations for a July...
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Bi-weekly Client Letter 2024-04-05

 April 05, 2024 |Elizabeth Arseneau
Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...
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