Reversal of Fortunes

July 31, 2020 |PAG
Markets made little headway over the past week, finishing roughly where they started. It was a week that served to remind investors that improvements may be met with setbacks, both with respect to the coronavirus and the economic recovery. We offer some...
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Virus Front

July 24, 2020 |PAG
Markets were relatively flat over the past week, ending on a sour note after renewed geopolitical tension fueled by a tit for tat closing of consulates in China and the U.S. This diverted investor attention away from two important developments. On the...
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Virus trends and an update on the vaccine front

July 17, 2020 |PAG
It’s been a tale of two stories the past few weeks. On the one hand, concerning coronavirus trends across key hotspots and new localized outbreaks in some countries. On the other hand, resilient markets which appear to believe that, for now, the worst...
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Improving economic data and the Canadian fiscal and economic snapshot

July 10, 2020 |PAG
This week we saw fairly stable market activity as economic data showed further improvement despite the ongoing rise in global coronavirus cases, and Canada came forward with an update on how the pandemic has impacted the country’s fiscal situation. Coronavirus...
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Why the markets have been so resilient despite the concerning virus trends, particularly in the U.S

July 03, 2020 |PAG
It was a holiday shortened week in North America with Canada Day and the U.S. Independence Day celebrations naturally diverting some investor attention. Nevertheless, that didn’t stop the coronavirus from continuing to spread. Surprisingly, global markets...
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