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…
To continue reading please click HERE
Global markets are climbing but rising inflation, high energy costs, and cautious consumers tell a…
Shifting global markets, rising inflation and geopolitical tensions – learn more about the forces shaping…
Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions…
February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these…
anuary markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath…
Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand…