Market Outlook

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.

Canadian housing activity is gaining momentum as buyers return and Toronto’s recovery supports a higher 2026 home price forecast.

Softer U.S. inflation reduced expectations for a July Fed rate hike, but rising oil prices could keep future increases on the table.

The June U.S. CPI report showed easing inflation, but rising oil prices and Strait of Hormuz tensions could complicate the Fed’s rate path.

AI opportunities are expanding beyond the Mag 7 as rising computing needs reshape technology and industrial growth.

Grant White discusses JPMorgan, Mercado Libre and Fiserv as U.S. bank earnings begin and mega IPO speculation intensifies.

The domestic box office has topped US$5 billion, but studios are counting on 'The Odyssey' to extend a strong summer after 'Moana' opened below expectations.

Lower oil prices are shifting attention back to Canadian energy stocks as pipeline proposals and strong fundamentals support the long-term investment case.

Energy prices, inflation and Middle East tensions remain the biggest risks for Canadian stocks, while resilient growth continues to support equities.