Blog

A (sometimes) regular compendium of my current thoughts on markets, the economy, and other random marginalia I got my first AstraZeneca vaccine shot last week, and maybe it’s the just my new vaccine-derived superpowers talking but I instantly felt a lot...

Woah, Cowboy! Steady! This past week is one I think we all would like to forget. Volatility jumped meaningfully higher and stocks sold off in the worst week for global equity markets since the end of March, when the pandemic was in its infancy. The second...

There’s nothing better than a sunrise Sunsets get all the glory, and sure they're often brilliant, but there's something about the shift from darkness to dawn—that slight hint of light, then the breaking of the sun—that always gets my day off to the right...

In the August edition of RBC's Global Monthly Insight, the Portfolio Advisory Committee highlight the following: Political reality checks As the U.S. elections approach, RBC looks at how the candidates’ policy prescriptions could play out under the most...

Major economies are beginning to see a rebound in July, but obstacles towards a recovery and a normalization of global activity continue to be present. Most recently, the U.S. has begun to see a reemergence of COVID-19 infections in many southern states...

Good afternoon, This past week felt like quite the bumpy ride as the market seesawed between modest gains and losses, punctuated by the sharp drop on Wednesday and the falling market today. This tug of war was somewhat fitting because it encapsulates...

Following the initial steep COVID-19 selloff, markets have been able regain some momentum. For instance, U.S. and Canadian indexes are up almost 40 percent since the March lows, and major European markets are up 30 percent. Equity markets are dominated...

Another week in isolation, another week of my roundup of the things pushing the economic and the financial markets this past week, and the ones to come.

An update on COVID-19 and the markets