Q4 2025: Chartbook Market Comment + Video Interview
October 1, 2025

On September 17, both the Bank of Canada and the U.S. Federal Reserve cut policy rates by 25 basis points, a move that came despite stock markets hovering near all-time highs. With Canada facing a shrinking GDP, falling exports, and cooling inflation

Read More: September 2025
September 4, 2025

Jackson Hole Shifts the Fed’s Focus At this year’s Jackson Hole conference, Fed Chair Jay Powell surprised markets with a clear change in tone. After months of prioritizing inflation, the Fed may now be turning its attention to the labour market

Read More: August 2025
August 7, 2025

U.S. Jobs Report Falls Short of Expectations The August 1st U.S. jobs report showed non-farm payrolls rising by just 73,000, well below the expected 110,000. Revisions to prior months further

Q3 2025: Chartbook Market Comment + Video Interview
July 8, 2025

Markets Hold Steady Amid Geopolitical Tensions and Uncertain Rate Cuts Despite a dramatic turn of events in the Middle East, marked by a U.S. strike on Iranian nuclear facilities, markets have shown surprising resilience. Oil prices dipped

Read More: June 2025
June 5, 2025

Holding Steady Amid Global Shifts The Bank of Canada held its policy rate at 2.75% this week, signaling a cautious approach amid shifting global trade dynamics and cooling inflation. With GDP expected to slow, unemployment on the rise

Read More: May 2025
May 1, 2025

Volatility, Uncertainty, and a New Political Landscape Markets were anything but quiet in April. A flurry of shifting trade policies drove significant volatility, with the S&P 500 swinging more than

Q2 2025: Chartbook Market Comment + Video Interview
April 2, 2025

Navigating Economic Uncertainty: Interest Rates, Trade Tensions, and Market Resilience The Bank of Canada and the Federal Reserve recently made significant moves with their interest rates, but that’s just the

Read More: February 2025
February 5, 2025

Market Volatility Returns: How Trump’s Policies and Rate Cuts Are Shaping the Economy Donald Trump’s return to the White House has reignited market turbulence, with social media posts once again

Q1 2025: Chartbook Market Comment + Video Interview
January 8, 2025

2024 in Review: A Stellar Year for Investors and What’s Next 2024 offered valuable insights for investors, with declining interest rates, steady earnings growth, and strong economic performance in developed

Read More: December 2024
December 4, 2024

Markets Surge Amid Post-Election Optimism, Trade Tensions Mount Introducing the December 2024 edition of our Chartbook Market Comment slides.  Global markets hit record highs post-election, but Trump’s tariff threats signal