Markets
Macro analysis covering central bank decisions, economic indicators, and the forces that move global markets. Expert commentary on the events shaping investment landscapes.
Macro
Fed Holds Steady as Oil Shock Complicates Rate Cut Path
Rates held at 3.50-3.75% with markets pricing only 5% probability of a cut. The Strait of Hormuz disruption has reignited inflation concerns.
Indices
S&P 500 Above 7,200 for the First Time — Sustainability Questions Emerge
Strong Q1 earnings drove the rally, but breadth narrowing concerns remain. Mega-cap leadership masks underlying weakness.
Canadian Markets
TSX Composite 2026 Outlook: Energy Leads, Tech Lags in a Divided Market
Canada's benchmark index tells two stories. Energy and mining are surging while tech continues to underperform.