The race between containing the COVID-19 virus and its variants versus
vaccine rollout and efficacy is being won by the miraculous work of scientists
and health care workers. However, equity markets and commodity prices
have moved a long way toward pricing in this optimistic scenario.
While “peak everything” may be near, the size of the mountain matters. There
is still growth in economic activity and earnings, but the rate of change is
moderating. Markets prefer positive and growing data – but…
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We would like to take this opportunity to express thanks and gratitude to our associates,…
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.…