Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand in China, and record highs in key commodities shaping the outlook for 2026. January 8, 2025 Introduction Global equity markets finished slightly higher over the month of December. The U.S. Federal Reserve Board (Fed) lowered [...]
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Introduction Global equity markets finished largely unchanged over the month of November. Enthusiasm for artificial intelligence (AI) stocks pulled back, pushing stock markets lower. However, the release of economic data in the U.S. raised bets the U.S. Federal Reserve Board (Fed) would lower interest rates again in 2025. Global economic [...]
October was a month of mixed signals. While equities climbed and AI leaders like NVIDIA surged, Canada faced trade setbacks and a slowing labour market. The Bank of Canada responded with another rate cut. November 6, 2025 Introduction Global equity markets moved higher over October. Despite some concerns about trade, [...]
Markets gained ground in September, lifted by rate cuts and easing inflation. Canadian and U.S. equities reached record highs, with materials leading performance. Gold rose, oil slipped. October 7, 2025 Introduction Global equity markets posted a gain over the month of September. Optimism towards risk assets was boosted as expectations [...]
Investor sentiment improved in August, driven by hopes of rate cuts and extended trade truces. Canada’s GDP dropped, reflecting export challenges and business pullbacks. U.S. policy shifts and retail sector pressures added complexity to the global outlook. September 4, 2025 Introduction Global equity markets moved higher over the month of [...]
Trade tensions and cautious monetary policy continue to shape the global economic landscape. The U.S. reached trade deals with Japan and the EU, while Canada failed to strike one. Major central banks, including the Bank of Canada, U.S. Federal Reserve, and others in Europe and Asia, held interest rates steady. [...]
Global equity markets rose in June as trade talks between the U.S., China, Canada and the EU made progress, and central banks held steady. Inflation concerns and bond market volatility kept investors alert. Introduction Global equity markets advanced over the month of June. A framework for a U.S.-China trade [...]
Trade talks, court rulings, and surprise tariff moves turned May into a geopolitical chess match. The global economy enters June on uncertain footing, with markets bracing. June 6 2025 Introduction Global equity markets ended higher over May as trade talks between major economies and the delay of tariffs against several [...]
April's global markets faced turbulence due to trade and economic uncertainties. Discover how these factors impacted major economies, interest rates and commodity prices. Introduction Global equity markets experienced some choppiness in April as trade tensions and concerns about the health of the global economy persisted. Advanced data showed business activity [...]
