Market Overview Analysis & Opinion

Similar to the last two years, the 2018 Canadian budget season begins with the release of the New Brunswick budget. NAFTA uncertainty is high, and New Brunswick is one of the most vulnerable...

Rising bond yields have increased attention on 3% as a breaking point for the U.S. stock rally Several factors point to a further rise in bond yields How much is priced in? Risk appetite is more...

EuropeStock markets in Europe are a sea of red this afternoon as investors are taking their cues from the U.S. and Asia. It is a broad decline on London as dealers are cashing in their positions, and...

Are surging sovereign interest rates testing individual’s appetite for equities at elevated valuations or is it just another buying opportunity on dips?European equities are currently following...

U.S. Treasuries have extended their sell-off, pushing yields to its highest in three years as capital markets prepare itself for a busy week of data releases and monetary policy announcements.Note:...

NAFTA OR NOT?Bank of Canada Governor Stephen Poloz is fond of saying the Bank of Canada’s decisions depend on economic indicators. Friday’s inflation reading was in keeping with the market...

The overriding theme on the currency market since the start of the year is without a doubt the generalized decline in the U.S. dollar. Yesterday was definitely in keeping with that trend until...

The Consumer Price Index (CPI) increased 1.9% on a year-over-year basis in December, following a 2.1% gain in November. The all-items excluding gasoline index rose 1.5% year over year in December,...

The protectionist rhetoric from the Trump administration and comments on the U.S. dollar by Treasury Secretary Steven Mnuchin accelerated the plunge in the greenback on Wednesday. The U.S. Dollar...

The International Trade Commission (ITC) has postponed to Friday a key decision on whether duties should be slapped on American sales of Canadian plane-and-train-maker Bombardier Inc’s (BBDb.TO)...

The U.S. Dollar Index sank to new lows today in Asia, finally breaking out of a tight range we highlighted last week. The straw that broke the camel’s back will always be up for debate, but...

WAVE OF OPTIMISM DOMINATESThe two major U.S. political parties came to an agreement on Monday to end the deadlock paralyzing government service without a major impact on markets. Stock markets...

The North American Free Trade Agreement’s future hangs in the balance this week as negotiators from the United States, Canada and Mexico try to settle major differences over revamping a pact...

EuropeEquity markets are experiencing low volatility as traders are waiting for political events to unfold in the U.S. The shutdown in the U.S. is big political news but the impact on the financial...