Market Overview Analysis & Opinion

The Federal Reserve’s last rate decision of the year is this week, and another rate cut is on the horizon. The market is pricing in a 97% chance of a 25 basis point cut, so that’s pretty much...

The US Dollar Index is up over 6% this year, almost all attributable to a post-election surge. As many developed nations show stagnant economic growth or even contraction, the U.S. economy continues...

Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant a story in The Wall Street Journal over the weekend titled something like "Fed Officials Might Vote To Pause...

The clouds hanging over Boeing Co (NYSE:BA) operations finally appear to be clearing. After a turbulent period of setbacks—including crashes, a global pandemic, supply chain snarls and a recent labor...

Look up in the sky. It's a bird. It's a plane. It's Superman! Nope, it's lots of drones flying over New Jersey, New York, and Maryland typically between 6 p.m. and 11 p.m. They are reportedly the...

Sunday's Commentary touched on the divergence between robust economic growth in the U.S. and near-recessionary conditions in Canada. We highlighted the importance of this to U.S. investors because of...

First Comes The Fed, Then Santa Last week, we discussed that the risk to the markets was the annual portfolio rebalancing process. To wit: “With the year-end approaching, portfolio managers need to...

Taylor Swift’s “The Eras Tour” ended yesterday in Vancouver. The extraordinary singer started this sixth concert tour in Glendale, Arizona on March 17, 2023. The tour consisted of 149 shows spanning...

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. This is...

Understanding the trajectory of corporate earnings is crucial for investors, as these earnings significantly influence stock valuations and market performance. Economic indicators such as Gross...

On Wednesday, the Bank of Canada cut its key benchmark rate by 50bps. They have now cut by 150 bps in 2024, compared to what will likely be 100 bps for the Fed after next week’s meeting. Unlike the...

What do chicken wings, Shakira, and Tesla's (NASDAQ:TSLA) $400bn milestone have in common? More than you'd think! In this episode, Anthony Cheung and Piers Curran break down the week's market moves,...

The sterling weakened following a disappointing GDP release which revealed a further decline of 0.1% in October, against an estimated 0.1% increase. The economy has had an uneven ride this year, and...

The S&P 500 fell by about 50 basis points yesterday, with the NASDAQ down roughly 65 basis points. PPI came in slightly hotter on the headline numbers, but as I reviewed with members earlier, if...