Market Outlook: Treasury inflation bonds could outperform stocks
David LePoidevin says Treasury inflation bonds offer compelling value as Canada's economy slows and mortgage rollover pressures weigh on consumers.
ADVERTISEMENT
David LePoidevin says Treasury inflation bonds offer compelling value as Canada's economy slows and mortgage rollover pressures weigh on consumers.
Weak retail sales volumes and rising debt costs raise concerns about consumer spending and Canada's economic growth prospects.
Andrew Pyle discusses AI spending risks, energy opportunities and why investors should avoid reacting to geopolitical headlines.
Jerome Hass says oil prices may stabilize as supply constraints persist despite the Iran-U.S. agreement and the recent decline in crude.
Grant White discusses opportunities beyond AI hype and highlights Alphabet, Exchange Income Corporation and Sea Limited as long-term stock picks.
JP Coviello discusses the U.S. Fed outlook, inflation risks, market breadth and why investors may want to deploy cash during pullbacks.
G7 leaders focused on critical minerals and supply-chain resilience while the U.S. Fed signalled a more data-driven policy approach.
Jamie Murray says quality companies hurt by AI fears could rebound, highlighting opportunities in Uber, Amadeus and select software stocks.
Luxury home sales are rising in Calgary, Edmonton and Ottawa as buyers seek value, space and lifestyle outside Toronto and Vancouver.
Oil prices have fallen on hopes of a Strait of Hormuz deal, but lingering geopolitical risks may keep energy exposure relevant for investors.
Michelle Connell explains why semiconductor stocks remain attractive, what to expect from the U.S. Fed and why she is avoiding SpaceX.
Laura Lau discusses falling oil prices, Strait of Hormuz risks, gold, SpaceX's valuation surge and energy-sector investment opportunities.
The U.S. Fed is expected to keep rates unchanged as lower oil prices ease inflation concerns and investors watch for changes in policy guidance.
A strategist says tech volatility and upcoming IPOs could create buying opportunities in profitable companies with strong competitive advantages.
Stocks advanced and oil prices slipped on U.S.-Iran ceasefire hopes, while improving market breadth and sector rotation supported equities.
Tech stocks led gains as investors assessed SpaceX's valuation and explored robotics opportunities through companies such as Hyundai Motor.