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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A look at the Canadian economy, inflation, and housing.

May 21, 2024 |Jason Lonsdale

This week, we turn our attention to an important challenge facing many Canadian households: the meaningful rise in the cost of mortgages and rents. Read more about the potential impact below.

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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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An Outlook on 2024

January 12, 2024 |Jason Lonsdale
Market action in the first few weeks has been relatively muted, contrasting with the strong gains witnessed towards the end of last year. This moderation can be attributed to a string of slightly stronger global economic data, prompting investors to reassess...
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A recap on 2023, and looking toward 2024

December 15, 2023 |Jason Lonsdale
It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate of inflation continues to...
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November recap and Canadian Banks

December 01, 2023 |Jason Lonsdale
The month of November finished on a high note, marking one of the best months this year for global equity and fixed income markets. This strength reflects growing confidence that inflationary pressures are easing, central banks are largely finished with...
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Takeaways from the 3rd Quarter Earnings Season

November 03, 2023 |Jason Lonsdale

Global equity and bond markets have started the month of November on a bit of a better note compared to the past few months. Below, we share some takeaways from the third quarter earnings season which is well more than halfway complete.

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