The effect of central banks and monetary policy on equity and fixed-income (and real estate, and cryptocurrency) markets cannot be understated at the moment. An average daily market recap will contain terms like Federal Reserve, Quantitative Easing, Stimulus, Tapering, Interest Rates, and Inflation to explain market activity. In this article we breakdown these terms and… Read More
The You First Blog
In August, the global economy continued to recover and expand, but it was a topsy-turvy month due to events in Afghanistan, the Delta variant spreading and speculation about the Fed’s “bond taper”. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian, and global stocks notched a seventh straight… Read More
After a difficult week that saw investors buying and selling in see-saw fashion, markets ended higher Friday as investors bought in volume across a broad base of sectors. It was a tug-of-war between inflation fears and dip-buys all week. In Canada, the S&P/TSX Composite exchange saw a 230.88-point increase although it ended the week down… Read More
20 Charts for 2021 We have turned the page on a difficult and turbulent 2020. However, there are signs that the current upward market trend can continue. Here are 20 of our favourite charts heading into 2021, organized into the following categories: -2020 Index Returns -Economy -COVID and Sector Returns -Market Analysis -Central Banks and… Read More
Many of our investment partners release economic and market commentary, and the purpose of this article is to summarize the key opportunities and risks these companies are seeing as we near the final quarter of 2020. The first quarter of 2020 was a period of unprecedented volatility as COVID-19 took hold and lockdowns caused global… Read More
We hope you all had a safe and pleasant summer. The most common question I have received this year, one that I have asked myself many times, is “how can markets be up amidst the pandemic and economic backdrop?”. On May 29th, we wrote a blog titled “Markets vs. Economy, why markets are only 10-15%… Read More