Believe it or not, 2020 was nothing more than an "average" year. The annual performance of a traditional 60% stock/40% bond portfolio is within one percentage point of its yearly average over the last 30 years. Naturally, beyond this...
The Fall Economic Statement was on the beefier side, providing welcomed updated on existing programs, announcing some targeted new measures and glagging the government's desire to provide even more stimulus once the virus has been brought to...
The economic and stock market recovery will remain tenuous until a more permanent solution to COVID-19 becomes apparent. This has been our message for several months and today was a symptomatic display of that fragility. Furthermore, the measures...
Should Trump pull off a surprise victory, his second term would likely be spent continuing to pursue his first-term priorities. These include further deregulation, lower taxes, appointing more conservative judges, protectionist trade policies...
The latest information capsule in which Stéfane Marion, Chief Economist and Strategist at National Bank, and Martin Gagnon, Executive Vice-President, Wealth Management, continue to share their views on the current economic situation, can be...
In general, stock market pullbacks can easily be associated to a specific trigger, often of geopolitical and/or economic nature. This time, it seems to be mainly the result of abnormal speculative activity, especially evident in the technology...
Control of the presidency and both chambers of Congress would allow the Democrats to pass several major pieces of legislation regarding taxation, the environment, energy and healthcare. This report focuses on the details of Biden’s platform...
The second-quarter contraction of the economy was much more pronounced in Canada than in the U.S., but the faster recovery of the Canadian labour market suggests a more vigorous revival in the third quarter. V-shaped recoveries of retail sales and...
"After having hit rock bottom in April, Canadian GDP bounced in May with a 4.5% rise, surpassing consensus expectations. Statistics Canada also provided a preliminary reading for June showing a 5.0% increase. Even after taking into account this 2-...
Biggest 5 stocks return 49% YoY, rest deliver zilch over the past 12 months . . . the largest 5 companies (AAPL, MSFT, AMZN, GOOGL, FB) returned 49% while the rest of the S&P 500 barely budged.
Full Article
