Category: Market commentary

Market & Economic Environment: Volatility has returned with a vengeance. Continued trade tensions between the US and China, concerns over the inversion of the US yield curve, and a lack of consensus between the US federal reserve and the POTUS has resulted in massive fluctuations daily in the value of publicly traded securities. When looking […]

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Market & Economic Environment: Equities took a breather in July after an exceptional performance in the first half of 2019 that saw North American and U.S. stocks post their best performance in two decades. The TSX Composite was little changed with a gain of 0.15% in the month despite gains in eight of its 11 […]

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Market & Economic Environment: May’s pullback turned out to be a temporary blip in the global equity rally, as trade tensions receded over the month of June while the Federal Reserve and European Bank signaled their commitment to support economic growth. US equity indices registered their biggest advance since January, with the S&P 500 rebounding […]

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Market & Economic Environment: The global equity rally that had taken North American indices to new highs in April came to a shuddering halt in May, as a couple of unexpected tariff-related tweets from President Trump shattered market calm and investor complacency. On May 5, Trump tweeted that tariffs would rise on goods from China, […]

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Market & Economic Environment: Global equities added to their stellar first-quarter gains in April, with the TSX Composite, S&P 500 and Nasdaq Composite reaching new highs in the month to complete one of the fastest market rebounds on record. The TSX rose 3.0%, bringing its gains for the year to 15.8%, led by the Consumer […]

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