Market Insights / Blog

Investors have been tasked with interpreting a flurry of global economic data over the past couple of weeks. These include signals of resilient but moderating growth in North America, broadening economic weakness in Europe, and a stalled recovery in China...

It has been a busy start to the summer. The Bank of Canada raised interest rates as expected. Inflation figures in the U.S. suggest pricing pressures continue to ease. Meanwhile, the second quarter earnings season has officially begun. We also recently...

It’s hard to believe, but the first half of the year has come to a close. While it’s been eventful, one could argue it’s been relatively dull compared to the year ago period. Interest rates are still rising, but less aggressively than last year. The rate...

Global markets continue to behave reasonably well as measures of equity volatility sit near multi-year lows. This is encouraging given some new uncertainty around interest rates. The U.S. Federal Reserve, Bank of Canada, and European Central Bank all...

Our thoughts go out to all those that have been affected by several wildfires across provinces from coast to coast. On the investment front, investors have been predictably preoccupied with the U.S. debt ceiling. Fortunately, a deal has been agreed upon...

Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings season has come and is nearly gone...

Volatility remains relatively subdued as the concerns about the banking sector that arose in early March have subsided, for now. With that in mind, some of the fundamental issues that had been front and centre over the past year have understandably come...

It’s been a whirlwind of a week in global markets. Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has...

A tug of war has emerged this year in global markets. On one end, a view that tight financial conditions will eventually lead to a recession and equity market weakness. On the other side, the belief that a resilient economy will lead to stickier inflation...