Is the rebound for real?

Is the rebound for real?

May 30, 2025 |Robert Sluymer, CFA, Technical Strategist

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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Equity market roller coaster: How is your stomach?

Equity market roller coaster: How is your stomach?

May 23, 2025 |Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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How tariff policy unpredictability is rippling through U.S. Treasury bonds

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 |Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

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Morning Social Breakfast for the BGC Ottawa

May 15, 2025 |The O’Neill Wealth Management Group
We were honored to support today’s Morning Social Breakfast for the BGC Ottawa (formerly The Boys and Girls Club). We heard inspiring stories from BGC alumni, volunteers, community leaders, and especially from current club members who spoke about how...
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The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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