Exiting the March 23 bottom, equity markets bounced back sharply, posting one of the strongest and quickest recoveries in history. Why? How? As inconceivably bad as economic data was in April, the unprecedentedly large monetary and fiscal response
from world governments was even more overwhelming. The combined strength of a united fiscal and monetary response from governments globally – flooding financial markets with abundant liquidity – backstopped risk assets and stabilized capital markets…
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Introduction Global equity markets finished largely unchanged over the month of November. Enthusiasm for artificial…
October was a month of mixed signals. While equities climbed and AI leaders like NVIDIA…
Markets gained ground in September, lifted by rate cuts and easing inflation. Canadian and U.S.…
Investor sentiment improved in August, driven by hopes of rate cuts and extended trade truces.…
Trade tensions and cautious monetary policy continue to shape the global economic landscape. The U.S.…