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…
To continue reading please click HERE
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.…
Global equity markets rose in June as trade talks between the U.S., China, Canada and…
Trade talks, court rulings, and surprise tariff moves turned May into a geopolitical chess match.…
April's global markets faced turbulence due to trade and economic uncertainties. Discover how these factors…