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Noting a quiet pre-market with stock futures trading near fair value, while commodities are down. Reflecting on a turbulent week in the market, we suggest watching Wednesday's low as an exit...
USD Trump trades are front of mind this morning, with election day set for tomorrow and several notable polls released over the weekend. Specifically, high-quality polls from NYT/Siena surveying all...
CAD This afternoon’s BoC decision should be the big market event of the day. We expect to see the Governing Council cut rates by 50bps – a step up in the pace of easing after a series of 25bp moves...
Shares of Kraft Heinz (NASDAQ:KHC) have proved a disappointing investment of late. Over the past three years, the stock has delivered a total return of roughly 8.3%. Comparably, the S&P 500 has...
Netflix (NASDAQ:NFLX)'s stock has surged by over 80% year-on-year, adding to its illustrious success story. Although consistent product uptake and successful company-level execution likely warrant...
Jazz Pharmaceuticals (NASDAQ:JAZZ), a leading player in the narcolepsy market, is expanding its reach into other markets such as the non-small cell lung cancer (NSCLC) market by preparing a new...
The USD/CAD was weaker yesterday, rising by ten bps to 1.3524. This remains a significant level to watch because if the USD/CAD has indeed bottomed, it suggests the S&P 500 may have topped, as...
Shares of Alibaba (NYSE:BABA) Group Holding Ltd. (NYSE:BABA) seem to have begun a bottoming out process after trading near lows between $55 and $80 for some time. Nevertheless, now at $85, shares...
2024 has been a banner year for Palantir Technologies Inc. (NYSE:PLTR). It will soon be part of the S&P 500, a remarkable milestone for any company. Investors who were patient enough to ride the...
In this episode, the latest U.S. inflation numbers are out, showing only a 0.2% increase for August and 2.5% yearly inflation, the lowest since 2021. But, core inflation remains sticky, and this...
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