Is November’s stock market optimism more than just dancing sugar-plum dreams? As fears of an economic recession continued to fade away, equities shook off past pessimism and got into the holiday spirit. Equities marched higher, capping off a solid month of gains, while bond yields continued to curb their enthusiasm still up from the intra-year lows of August, but little changed for the month of November. The dichotomy between these two assets is difficult to square: if equities are right that
economic growth and stronger profits lie ahead, then bond yields should be moving higher in lockstep…
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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.…