Cognitive Biases
avril 8, 2026
Publié par Richard Coffin à avril 8, 2026
catégories
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 […]
Aimez-vous?0
janvier 16, 2026
Publié par Richard Coffin à janvier 16, 2026
catégories
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 […]
Aimez-vous?0
octobre 3, 2025
Publié par Richard Coffin à octobre 3, 2025
catégories
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 […]
Aimez-vous?0
juillet 18, 2025
Publié par Richard Coffin à juillet 18, 2025
catégories
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 […]
Aimez-vous?0
avril 4, 2025
Publié par Richard Coffin à avril 4, 2025
catégories
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 […]
Aimez-vous?0
janvier 17, 2025
Publié par Richard Coffin à janvier 17, 2025
catégories
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 […]
Aimez-vous?0
octobre 4, 2024
Publié par Richard Coffin à octobre 4, 2024
catégories
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 […]
Aimez-vous?0