Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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U.S. Federal Rate cuts & Inflation

September 20, 2024 |Jason Lonsdale

The U.S. Federal Reserve cut interest rates, and Canada’s inflation rate reached the Bank of Canada’s target of 2% for the first time since 2021. We take a closer look at how lower rates and inflation may mean for the financial market outlook.

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The look at the Canadian Equity Market

June 04, 2024 |Jason Lonsdale

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments.

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Thoughts on Equities, GDP, and Interest rates

March 25, 2024 |Jason Lonsdale

Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. Read more below...

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A brief look at Global Equity Markets

February 26, 2024 |Jason Lonsdale
Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed, whereas in the U.S. it has largely exceeded...
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A look at interest rates , economies, and inflation

February 12, 2024 |Jason Lonsdale

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology sto

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Thoughts on equity markets and the global shipping industry

January 29, 2024 |Jason Lonsdale

North American equity markets have continued to push higher through the first month of the year, and all eyes remain focused on the world's central banks. This week, we turn our attention to the challenges facing the global shipping industry.

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