Stocks have had a strong start to the year despite persistent concerns around inflation, which continues to sit above targets. Central bankers maintain that rate cuts are coming, but markets have nonetheless pushed 10-year yields higher as investors reset expectations around the future stimulus, with the uncertainty likewise bring gold […]

Stocks continued their strong recovery in the second quarter, thanks to a rally in tech (tied to generative AI) and lower inflation rates in Canada and the US. Still, with bond yields roughly flat and central bankers guiding for further hikes, recession fears remain high, something that has dragged down […]

Stocks saw a hearty rebound in the first quarter, in part thanks to easing inflation and speculation around a potential pausing, if not reversal, of rate hikes in the US (Canada has already paused its contractionary policy). Long-term bond yields in both countries have come down as a result. Recession […]

2022 was a brutal year for stocks, thanks to surging inflation and the resulting contractionary policies from central banks. Concerns of a recession have caused the US dollar to appreciate against the Loonie, while oil prices have moderated from their early-year highs, despite the invasion of Ukraine still hampering global […]

On February 24th, Russia invaded Ukraine, kicking off what’s been deemed the worst humanitarian crisis in Europe since the second World War. Oil, gold, and many other commodities spiked in price as investors anticipated supply chain disruptions, with Russia and Ukraine’s key role in a number of markets. At the […]

North American stocks were red-hot in 2021 thanks to a speedy vaccine rollout, stimulus, and high discretionary income, but yields have risen on expectations of rate hikes in 2022. The energy sector led the charge thanks to rising oil prices, although in Canada the performance did not translate into a […]