Market Overview Analysis & Opinion

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...

The UK will be subject to an interest rate decision this week. On Thursday, preceded by an inflation report and a retail sales update, the Bank of England is expected to leave rates unchanged despite...

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...

Adam takes us through all of the major asset classes, discussing how many of them are either perched to break out or over-stretched and due for a reversal. There's no doubt that the markets are...

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...

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 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...

Younger investors find themselves in a dilemma. The new blockchain domain of cryptocurrencies offers easy access to capital and rapid valuation cycles that are inherently speculative and high in...

The European Central Bank decides to play it safe and cut rates by 25bp. Dropping the reference to ‘restrictive’ monetary policy suggests there are more rate cuts to come The Door is Wide Open for...

Thematic investing has gained significant traction amongst investors. In our annual professional investor survey, an impressive 92% of investors indicated that they allocate capital to thematic...

Welcome to Syz Bank's 2025 Global Outlook! 2024 has been a remarkable year for global markets, with equity indices, Gold, and Bitcoin reaching or nearing all-time highs. As we prepare to step into...

Wednesday's CPI report was seemingly the last hurdle for the Fed to cut interest rates. With the CPI index matching Wall Street forecasts, the Fed Funds futures market now implies a 97% chance the...