Introduction Global equity markets moved higher over September. Several central banks lowered interest rates during the month, hoping to help prop up their respective economies. This included the U.S. Federal Reserve Board (“Fed”), which decided on a jumbo rate cut of 50 basis points (“bps”). Global inflation continues to moderate, [...]
Introduction Global equity markets were volatile to begin the month of August after a weak U.S. labour market report raised concerns of a potential recession in the world’s largest economy. But global equity markets recovered and ended the month higher with signs pointing to the U.S. Federal Reserve Board (“Fed”) [...]
Introduction Global equity markets edged higher over the month of July but did experience some bouts of volatility. Investors were weary of risk assets, with some central banks keeping rates higher for longer and global economic data proving to be relatively soft. Furthermore, concerns mounted that progress and potential returns [...]
Introduction Global equity markets moved higher over the month of June. Investors carried a relatively optimistic stance towards risk assets as some global central banks began lowering interest rates. Furthermore, the global economy remained relatively resilient, despite challenges. The Bank of Canada (“BoC”) and European Central Bank (“ECB”) lowered their [...]
Introduction Global equity markets moved higher over May 2024 with excitement growing among investors that interest rate cuts from major central banks might be on the horizon. Economic data was relatively mixed over the month, heightening investor bets that interest rates may soon start going down. Manufacturing sector activity largely [...]
Introduction Global equity markets finished lower over April amid geopolitical tensions, choppy inflation and expectations central banks might keep interest rates higher for longer. Global business activity was relatively muted in April, particularly manufacturing sector activity, which continues to struggle under the weight of relatively weak demand. The S&P/TSX Composite [...]
Introduction Central bank rate announcements dominated the headlines in March. Most held steady, while pointing to a strong likelihood of beginning to lower interest rates sometime in 2024. This excited investors who helped push global equity markets higher over the month. Global inflation kept coming down in February, as reported [...]
Introduction Global equity markets moved higher over the month of February. Investors held largely positive sentiment towards riskier assets based on expectations that central banks might begin lowering interest rates later this year and that the global economy could avoid a recession. The Bank of Canada (“BoC”) and U.S. Federal [...]
Introduction Global equity markets edged higher over January. Sentiment was largely mixed as investors parsed through economic data and central bank comments to try to predict when and how central banks will lower interest rates this year. The Bank of Canada (“BoC”), U.S. Federal Reserve Board (“Fed”) and European Central [...]
Introduction Investor sentiment improved in December on rising expectations that major central banks, including the U.S. Federal Reserve Board (“Fed”), may begin cutting interest rates in 2024. In response, global equity markets moved higher over the month. The Fed, Bank of Canada (“BoC”), European Central Bank (“ECB”) and Bank of [...]
