The You First Blog

How have markets performed in 2022? While markets prospered under the accommodative monetary policies brought on at the start of the pandemic, it now faces a change in policy. With U.S. inflation at a 40-year high, the market has begun pricing interest rate hikes from near zero to 3% by the end of 2022.  This… Read More

It has been a bumpy ride so far this year, but the global economy and markets are capable of coping. The Russia-Ukraine conflict is concerning and continues to affect investor sentiment in the short-term. More rate hikes are coming to combat inflation, which will likely stay high in Q2, but should cool later in the… Read More

Today, U.S. Consumer Price Inflation (CPI) data was released, and there was a slight dip reported. What does it mean? We would like to provide some context, courtesy of Dynamic Funds’ Chief Investment Strategist, Myles Zyblock. U.S. CPI data was released earlier today. This was one of the most closely watched CPI numbers I can… Read More

How have markets performed in 2022? We are five months into 2022 and it is turning out to be one of the most challenging starts to the year in decades. This is said not because of the depth of the declines seen in asset prices, but rather due to the inability to diversify away some… Read More

Yesterday, we posted a Special Update on the evolving Russia-Ukraine military conflict. To read it in full, click here. Today, we’d like to share an additional piece of commentary focusing on the Canadian landscape, courtesy of BMO Capital Markets. (BMO Capital Markets Commentary) The immediate financial market response to Russia’s invasion into Ukraine was textbook… Read More