Market Outlook

Rising U.S. Treasury yields put fourth-quarter earnings and company forecasts in focus as investors weigh another Fed rate hike.

Jamie Murray discusses how natural gas prices, consumer spending and AI adoption are shaping the case for energy, retail and technology stocks.

Investors are exploring hotels and vacation rentals abroad for cash flow, diversification and exposure to tourism growth.

Canada’s data centre expansion could create AI investment opportunities across construction, power and industrial stocks.

Canada faces greater economic risks from its U.S. trade dispute, but softer rhetoric from negotiators offers hope for renewed talks.

Norman Levine discusses the long-term potential of Canadian banks, Ralph Lauren and air-conditioning manufacturer Daikin Industries.

Canadian dividend ETFs offer different approaches to fees, income and diversification through low-cost, dividend-growth and high-yield strategies.

The Iran conflict is testing the bull case for U.S. stocks as geopolitical tensions and rising oil prices create new economic risks.

Canadian retail sales rose one per cent in May as spending volumes increased and purchases broadened across all retail subsectors.

The Mag 7 framework is losing relevance as AI reshapes the S&P 500 and expands the influence of large-cap growth stocks.

Ted Rechtshaffen discusses portfolio positioning as earnings, oil prices and geopolitical tensions shape stocks.

Christine Tan explains how resilient growth and higher oil prices could shape the Bank of Canada’s interest-rate decisions.

U.S. consumers remain resilient, but weaker hiring and easing inflation could shift the Federal Reserve’s interest-rate path.

Strong financial earnings are supporting Wall Street sentiment, but rising oil prices and geopolitical tensions remain key risks.

Jeanne Sun discusses U.S. large caps, bond duration, gold and cybersecurity as investors position portfolios for the second half of 2026.