Global equity markets have risen consistently all summer long, with U.S. equities continuing to shine as the bright star amongst peers. The S&P 500’s 7% monthly gain (with gains achieved on all but five days in August) speaks to the optimism of investors enthusiastically anticipating a V-shaped recovery. U.S. consumer stocks continued to benefit from ‘better than feared’ consumer spending, while technology-related stocks stayed on their COVID-fuelled upward trajectory. Apple’s whopping 8.2% gain in one
week garnered further notoriety for becoming…
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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.…