Market Outlook

Ron Butler examines Canadian mortgage choices and housing affordability following the Bank of Canada’s interest rate hike.

John Zechner discusses Canadian telecom stocks, Starlink competition, Rogers earnings and portfolio changes in energy and technology.

Brenda O’Connor Juanas examines Q3 earnings, stock valuations and portfolio positioning amid higher oil prices and Treasury yields.

Jim Thorne explains the AI stock sell-off, weaker underlying U.S. retail sales and his expectations for bond yields.

AI demand is sustaining global trade despite tariffs and rising freight costs, says Oxford Economics senior U.S. economist Matthew Martin.

U.S. banks head into earnings season with strong fundamentals as lending margins improve and AI deposit concerns draw scrutiny.

Rising bond yields put inflation and U.S. rate risks in focus as Franco Estrada discusses the investment backdrop heading into the fourth quarter.

Earl Davis discusses weaker U.S. hiring, Fed and Bank of Canada rate decisions, and opportunities in government and corporate bonds.

Brent Joyce discusses what stronger U.S. growth means for stocks, bonds and central bank policy as economic momentum improves.

Canadian dollar could face near-term pressure before rebounding in 2027 as Bank of Canada rate hikes narrow the gap with the Fed.

Canadian REITs are navigating changing borrowing costs and an uneven recovery across commercial real estate.

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.