Good-Bye To Rate Cuts. Hello To Tariffs. Should Investors Be Concerned ?

January 31, 2025 |Michael Capobianco
Global central banks have offered something for everyone: The Bank of Japan continued to raise interest rates. The Banks of Canada and Europe both pressed forth with rate cuts. The Federal Reserve stood pat at this week. The divergence in policy paths...
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What Will Spark Small-Cap Stocks in 2025 ?

January 24, 2025 |Michael Capobianco
The last five years have felt like a blur. From global lockdowns, government stimulus, green initiatives, 40-year highs in inflation, rising interest rates, , growing geopolitical uncertainties, and the rise of artificial intelligence (AI), along with...
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The Spotlight Is On Europe

January 17, 2025 |Michael Capobianco
A number of events are likely to occur in Q1 2025 that could be well received by equity markets if their outcomes are better than anticipated. Let’s examine in greater detail: U.S. tariffs: Threat or Reality ? Tariffs threatened by U.S. President-elect...
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How To Navigate Markets In 2025

January 10, 2025 |Michael Capobianco
Good Morning & Happy New Year ! We are happy to be back. I hope that you had a great holiday season with loved ones. Given today’s strong employment data in both Canada & The U.S., let’s highlight 5 reasons why equities capped off a banner year in 2024...
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