Market Overview Analysis & Opinion

A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As a result, the market...

Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in prepared remarks for a speech [starts at 19:00] to business leaders in...

This week is all about Nvidia (NASDAQ:NVDA), as the market anticipates the company’s fiscal third-quarter results. The biggest question is whether the AI giant will continue beating expectations by...

As President-elect Donald Trump announced his nominees for the top positions on his national security and foreign policy teams, one theme stood out: A confrontational approach in relations with Iran...

As the market has now struck the upper end of my long-term target set many years ago, it seems many have embraced this bull market, to the extent that they see no reason for it to end. However, that...

Almost any way you measure it, the stock market is as overvalued today as it has ever been. Clearly, investors are not worried about the potential for inflation to prove problematic for monetary...

US futures are pointing to a lower open today. European equity markets have opened in the negative territory, following mixed Asian markets in a directionless Friday session. Markets are increasingly...

Stocks finished the day lower, following hotter-than-expected PPI data and some commentary from Jay Powell that caused traders to pare back bets on December and January rate cuts. The market now sees...

In this episode of The Canadian Investor Podcast, me and Dan dive into the potential impacts of a Trump presidency on Canadian investors. From the threat of tariffs on softwood...

US futures are pointing to a relatively unchanged open after drifting off lows. European equity markets are up slightly in early trade. Asian markets finished mostly weaker. Top story today is the...

On Wednesday, the Bureau of Labor Statistics released the latest Consumer Price Index (CPI) report for October. Following the trend of the last three months, the inflation rate increased 0.2% on a...

CPI came in as expected yesterday, but that didn’t stop long-end rates from rising, with the 30-year up six bps and the 10-year up two bps. The dollar index also continued to melt up after the data,...

I said two months ago that I didn’t think the Fed should ease, but they would anyway. And they did, by cutting overnight rates 50bps. Then last month I said: “Getting rates back to neutral, around...

Discussing how the Dow futures are trading lower ahead of the upcoming CPI numbers, which may impact the markets. The TSX saw strong gains, driven by Shopify’s impressive 21% rally, which helped...