How are inflation, interest rates and global events influencing markets? While global equity markets were largely unchanged in June, the outlook for inflation and monetary policy continued to drive market conversations. July 8, 2026 Introduction Global equity markets finished largely unchanged over the month of June. Despite the U.S. and [...]
Global markets are climbing but rising inflation, high energy costs, and cautious consumers tell a more complicated story. What do these shifts mean for the economic outlook ahead? June 4, 2026 Introduction Global equity markets moved higher over the month of May. While the U.S. and Iran were unable to [...]
Shifting global markets, rising inflation and geopolitical tensions – learn more about the forces shaping the economic landscape and what they could mean for investors and the road ahead. May 7, 2026 Introduction Global equity markets surged higher over the month of April. The U.S. and Iran agreed to a [...]
Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions about growth, inflation and rates. April 7, 2026 Introduction Global equity markets fell in March. Geopolitical tensions in the Middle East escalated, pushing up energy prices and raising concerns that high inflation will reemerge. Investors [...]
February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these events filtered through markets. March 5, 2026 Introduction At the end of February, the U.S. and Israel attacked Iran as tensions escalated between the two sides. Iran responded by sending missiles to points in Israel [...]
anuary markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath the surface. Geopolitics, central bank decisions and energy markets contributed to the tremors shaping the investment landscape to start the year. Introduction Global equity markets moved higher over the month of January. Tensions around Greenland eventually eased, raising hopes [...]
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 [...]
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 [...]
