Market Overview Analysis & Opinion

In The Financial Times this week, Ruchir Sharma (chair of Rockefeller International) argues that “America is over-owned, overvalued and overhyped to a degree never seen before.” Warren Pies points...

Valuation & Growth As we’ve seen over the past three years, stock investors don’t like recessions, not even the no-shows. There was much anxiety about an imminent recession from January 3, 2022...

My interview on Bloomberg last week started with a trillion-dollar question: It is important that we don’t just look at a GDP number and say, “Oh, it’s almost 3%,” and move on. We need to stop and...

Market Timing analysis ahead of crucial Nonfarm Payrolls data, with potential market-shifting implications for today's trading session. Stephen Whiteside provides comprehensive market insights...

US futures are slightly lower ahead of today's nonfarm payrolls report. European equity markets are mostly firmer, while Asian markets finished mixed. Bitcoin is pulling back after crossing the...

We explore critical challenges facing the real estate market and broader economy⁠. From housing affordability concerns to visa expirations and commercial real estate trends, these...

Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly...

We were very bullish at the start of this year with a Street-high year-end price target of 5400 for the S&P 500. That level was surpassed on June 12. We weren't bullish enough as the stampeding...

In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down...

In this episode, we unpack the surprising surge in U.S. job openings and its implications for Canadian investors. With 7.744 million openings but flat hiring, what’s the broader economic...

US equity futures are slightly lower, while European markets are trading higher, led by gains in France. Asian markets ended mostly higher. Cryptocurrencies are surging, with Bitcoin crossing...

yesterday, the VIX index was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the S&P 500 moved by 60 basis points instead of its usual 25 bps. With a Jobs...

VIX signals point to continued market upside, with key technical levels revealing promising opportunities across major indices. Stephen Whiteside analyzes crucial market indicators showing...

The Q3 2024 reporting season was, by one measure, the best in three years Optimism abounds across Wall Street research desks as year-end 2025 S&P 500® forecasts make their rounds Investors...