Risky Business

November 14, 2025 |Tim Fisher

The market backdrop appears constructive, with the U.S. government shutdown now behind us and a strong earnings season bolstering equity market sentiment.

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James Bond Yields

May 30, 2025 |Tim Fisher

Global equity markets continue to grind higher on the back of the trade war de-escalation.

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April Showers Bring May Flowers?

May 02, 2025 |Tim Fisher

The month of April has come and gone, and so too has some of the drama and market volatility resulting from the threat of a global trade war.

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Stand Pat

March 21, 2025 |Tim Fisher

Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date.

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Stand Pat

March 21, 2025 |Tim Fisher

Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date.

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Is the Stock Market Expensive?

January 24, 2025 |Tim Fisher

Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign.

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The Year Ahead

January 10, 2025 |Tim Fisher
Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...
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Room to Grow

December 15, 2024 |Tim Fisher
A continued decline in inflationary pressures, combined with ongoing signs of a cooling Canadian economy, recently prompted the Bank of Canada (BoC) to cut interest rates for the fifth consecutive time. In the U.S., the Federal Reserve is also expected...
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Tariffs = An early negotiating strategy?

November 29, 2024 |Tim Fisher

North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs

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Earnings Growth Projected to Pick Up

November 01, 2024 |Tim Fisher

Global equity markets have drifted lower recently, with North American equity markets retreating from highs. In the U.S., interest rate cuts are expected to continue, but investors have tempered their expectations for how quickly rates will fall

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