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: March 2025
March 5, 2025

Trump, Trade Wars & Market Resilience February saw the return of the Trump-driven news cycle, with threats of tariffs, potential annexations, and even renaming large bodies of water dominating 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

Read More: November 2024
November 7, 2024

Bank of Canada Cuts Rates Amid Slowdown as U.S. Dollar Strengthens Introducing the November 2024 edition of our Chartbook Market Comment slides. In October, the Bank of Canada cut its