Barometer Readings Webcasts
Markets experienced modest weakness this week as narrow leadership and softer breadth created a more cautious tone. Earnings remain strong on both sides of the border, with Canada’s latest jobs report showing surprising strength. Our portfolios are
Global markets stayed firm this week while U.S. market breadth weakened. Fewer stocks are driving the rally, so portfolios remain cautious with higher cash levels and tighter risk controls. International and emerging markets outperformed the S&P 500,
Market leadership continues to narrow in the US as financials, real estate, and consumer sectors weaken, while industrials, materials, and select energy names show strength. Barometer has reduced exposure to financials and gold, added to copper and
Central banks are beginning to shift gears. The Bank of Canada has already moved to lower rates, and the Federal Reserve is widely expected to follow as policymakers respond to signs of slowing growth and rising debt
Big Tech earnings take center stage as Alphabet, Meta, and Amazon report. AI investment, rate decisions, and standout Canadian names like Cameco, Celestica, and Power Corporation are driving market momentum.
Strong Jobs, Solid Earnings, Selective Positioning
Markets experienced modest weakness this week as narrow leadership and softer breadth created a more cautious tone. Earnings remain strong on both sides of the
Financials Lead, Tech Wavers as Global Markets Outperform
Global markets stayed firm this week while U.S. market breadth weakened. Fewer stocks are driving the rally, so portfolios remain cautious with higher cash levels
Markets Split: Strength Abroad, Strain at Home
Market leadership continues to narrow in the US as financials, real estate, and consumer sectors weaken, while industrials, materials, and select energy names show strength.
Fed and BoC Signal Easing as Inflation Persists
Central banks are beginning to shift gears. The Bank of Canada has already moved to lower rates, and the Federal Reserve is widely expected to
AI, Earnings, and Energy: What’s Powering Markets Now
Big Tech earnings take center stage as Alphabet, Meta, and Amazon report. AI investment, rate decisions, and standout Canadian names like Cameco, Celestica, and Power
Rotation to hard assets continues...
#GOLD vs. Semis
$SOXX
So...home from a week of vacation and... not much changed.
Breadth continues to narrow across equity indices and across the spectrum from a sector perspective.
(weakest are Nasdaq and Russell 2000)
When facing conditions like these, we prefer to sit on some cash, use our…
