Stocks continued their strong performance internationally, with excitement around AI continuing to dominate sentiment. While a ceasefire announced in June between the US and Iran failed to halt the fighting, the ongoing talks have calmed oil markets, with prices now well under $100 a barrel. The conflict is still expected […]

The war in Iran dominated market sentiment in the first quarter of 2026, leading stocks to slump in most developed markets amid the uncertainty and supply chain disruptions. Canada’s moderate positive return is thanks predominantly to its energy sector, which benefitted from the conflict’s impact on oil prices. Yields inched […]

In spite of tariffs, international stocks (including Canada here) surged in 2025, achieving a rare victory over US stocks which themselves put up respectable performance. Bond yields have meanwhile demonstrated market jitters, rising in Canada and remaining relatively high in the US despite rate cuts. The Loonie managed to grow […]

Stocks in Canada, the US, and much of the developed world continued higher as the promise of AI continues to offset concerns of a tariff-related slowdown. With labour reports in the US pointing to weakness, yields have come down in anticipation of further rate cuts, with the Federal Reserve carrying […]

Despite the US’ imposition of tariffs, Canada and the MSCI EAFE international index managed to achieve strong market returns in the first half of 2025, with the former’s performance being thanks namely to precious metal miners who have benefited from rising prices. Bond yields rose in the second quarter following […]

Stocks in the US slumped in anticipation of “Liberation Day,” the US’ planned announcement of reciprocal tariffs on April 2nd. Canada managed to stay flat despite itself entering a trade war with the US while international markets managed to achieve positive growth. 10-year rates moved down following two rate cuts […]

Despite political turbulence, 2024 was a stellar year for stocks (in North America, anyway), with Canadian and US indices both reaching new all-time highs in the fourth quarter. Yields meanwhile migrated higher despite interest rates falling on the short-end of the yield curve, with the Loonie depreciating against the US […]