Market Overview Analysis & Opinion

Kamala Harris boosted by The Magnificent 7, global gold reserves surpass the euro as central banks' second most held asset, and de-euroisation vs. de-dollarisation. The United States’ tech giants...

Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting out of control, Dirksen reportedly observed, "A billion here, a...

With only one week remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility...

An update on the TSX and U.S. markets as Monday brings notable activity. We discuss potential sell signals for the TSX 60, energy stocks, and the TSX Global Gold Index, which are impacted by...

Everyone expects more Fed rate cuts in the coming months, but the outcome of the US presidential election could influence their speed and depth. Of course, this is not the only conundrum policymakers...

The last full week ahead of the US election is jam-packed with key economic reports. As a result, the potential for surprises that could sway voters is in high gear in the days to come. Here’s a...

Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that 5.25%-5.50% was too restrictive, which is why they cut it by 50bps to...

It will be a big week for earnings and economic data, likely setting the tone for the coming weeks. It feels like something has fundamentally shifted in this market, which appears to be churning at...

THINK Ahead in Developed Markets United States Given the backdrop of 3% growth, low unemployment, equity markets at all-time highs, and inflation still above 2%, you could be forgiven for...

US futures are pointing to a higher open today after equities finished mostly positive in Thursday’s trading. European equity markets have opened with losses, following mixed but rebounding Asian...

We analyze the Bank of Canada's recent decision to cut interest rates by 50 basis points, bringing the overnight rate to 3.75%, and its implications for the housing market. The...

I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning of lower forward returns for the S&P 500 over the next decade. That was followed up by numerous emails...

In this episode, the Bank of Canada has made a major move by cutting its policy rate by 50 basis points, bringing it to 3¾%. We discuss why this decision was made, the economic factors at play,...

After a 50bp rate cut last month, market speculation surrounding the Federal Reserve’s next move is ramping up – and as the looming presidential election adds yet another layer of uncertainty to the...