Chipmakers Soar, Interest Rates Stall
Do interest rate cuts remain unlikely in 2023? Why are Nvidia’s shares surging, and does it bode well for other chipmakers?
Readying for a Real Estate Rebound
Is the recent spike in bankruptcies a warning sign for equities?
Is It Game Over for the Greenback?
With tensions between North America and China rising, how should investors evaluate risk? Are we witnessing the end of the Greenback era of dominance in global finance?
Defense Wins Championships
How do Fed Chairman Powell’s recent remarks affect markets’ interest rate expectations? In the wake of First Republic’s collapse, how will markets respond to the PacWest crisis?
First Republic is Gone. Now What?
Does the collapse of First Republic Bank create broader risks for the banking sector? With earnings season underway, what does the profit picture look like?
Quality is King
What’s driving the risk-off sentiment in markets? What are the potential risks of the political showdown over the debt ceiling?
When the Fed Speaks, Listen
Does a low bar prime companies to outperform earnings expectations? Will the latest U.S. CPI numbers slow down the Fed?
Is the Tech Rally Almost Over?
Which is weighing more heavily on markets—financial instability or inflation? What caused the recent tech rally, and when will it stop?
The Silver Lining of SVB
What’s driving the latest market rally, and will it last? What impact will the federal budget have on Canada’s economic outlook?
Mr. Powell Keeps His Promises
How should investors interpret the Fed’s latest rate hike and Chairman Powell’s comments? Given central banks’ actions and the SVB and Credit Suisse situations, how likely is a global financial crisis?