The You First Blog

A raft of risk-related news temporarily halted the global economy’s post-pandemic march in September. Here’s a summary of the notable events during this past month that steered the markets: COVID-19 and market developments U.S., Canadian and global stocks dipped over concern about inflation, the U.S. debt ceiling, the Evergrande crisis in China, and speculation on… Read More

The effect of central banks and monetary policy on equity and fixed-income (and real estate, and cryptocurrency) markets cannot be understated at the moment.  An average daily market recap will contain terms like Federal Reserve, Quantitative Easing, Stimulus, Tapering, Interest Rates, and Inflation to explain market activity. In this article we breakdown these terms and… Read More

You have likely already read Anthony’s article “The role of monetary policy on markets.” The article paints a complicated picture for fixed income. Low yields mean minimal returns and you still face interest rate risk, which will put downward pressure on bond prices. This presents a dilemma for investors who have a fixed income mandate… Read More

In August, the global economy continued to recover and expand, but it was a topsy-turvy month due to events in Afghanistan, the Delta variant spreading and speculation about the Fed’s “bond taper”. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian, and global stocks notched a seventh straight… Read More

After a difficult week that saw investors buying and selling in see-saw fashion, markets ended higher Friday as investors bought in volume across a broad base of sectors. It was a tug-of-war between inflation fears and dip-buys all week. In Canada, the S&P/TSX Composite exchange saw a 230.88-point increase although it ended the week down… Read More