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 […]

Stocks performed well in the third quarter, bringing year-to-date performance higher as the Federal Reserve finally began its rate cut campaign in September. Yields moved lower as a result, and while the Loonie remains down year-to-date, it’s recovered some of its lost ground as interest rate policies align with our […]

Stocks saw mixed results in the first half, with indices surging in the US on the back of a handful of AI-focused heavy weights while only rising modestly elsewhere. 10-year yields meanwhile rose marginally despite Canada carrying out its first rate cut in June and more expected to come, with […]

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 […]