Market Watch Weekly | October 16th, 2020 | Biden' Time Until the Election?

North American markets pulled off another week of gains as policy and politics continue to dominate headlines. While it may be hard to tell the two apart, we think there are elements of each that pose particular implications for the market ahead....

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Market Watch Weekly | October 9th, 2020 | Happy Thanksgiving!

It was a positive, but volatile, week for North American benchmarks as Twitter in Chief President Trump took to…Twitter… and confused Wall Street. Equites were off to a strong start to the week but on Tuesday afternoon Trump unleashed a......

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Market Watch Weekly | October 2nd, 2020 | Q3 Commentary: “Be sure you put your feet in the right place, then stand firm.”

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Market Watch Weekly | September 25th, 2020 | Trumped Up Trickle Down Economics

We think the combination of a sustained-but-gradual economic expansion, rebound in corporate profits, and an ongoing monetary policy stimulus – though not immune to presidential policies – will set the broader course for the markets....

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Market Watch Weekly | September 18th, 2020 | Everyone's Doing ZIRP. And No, It's Not A TikTok Dance.

We continue to believe the recent pullback is consistent with stairstep playbook that should carry the markets higher over the next 6-12 months....

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Market Watch Weekly | September 11, 2020 | Tremors... Great Movie.

These periodic tremors in the market are normal. As of now, the weakness of the past few sessions qualifies as a garden variety decline, dip, pullback, giveback, selloff (whatever adjective one prefers)....

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Market Watch Weekly | September 4, 2020 | Keep Calm and Carry On... We have Thacther Demko!

North American benchmarks posted their first negative week in more than a month as investors took profit and rotated out of the high-flying tech sector....

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Market Watch Weekly | August 21st, 2020 | In Other News... Apple is Now Worth More than Canada. Seriously.

It was a record-breaking week for the S&P 500 and tech-centric NASDAQ. Five months removed from the biggest market selloff of our lifetime, the S&P 500, the broadest measure of the U.S. stock market, was within 0.40 points of breaking the 4,000 mark....

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Market Watch Weekly | August 14th, 2020 | Greatest 100-Day Rally, Ever.

The last 100 days have benn challenging for everyone, and for many different reasons, but the stock market carnage that we endured in February and March is now largely in the rear-view mirror....

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Market Watch Weekly | August 7th, 2020 | So Much for the Dog Days of Summer...

North American benchmarks posted large gains amidst a busy week of earnings and economic data. This week’s rally added to the biggest four-month gain in both the TSX and the S&P 500 since 2009....

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