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The Euro Stoxx Banks Index has surged approximately 52% in USD—outpacing even the Bloomberg Mag 7 Index’s 40% gain. This shift signals a long-awaited rebalancing in global markets. Will the sector remain resilient?
“May you live in interesting times” is an appropriate slogan for 2025. In this issue, our investment team offers insights on potential impacts from tariffs on Canadian equities, which stocks dominated U.S. equities and why, a year-ahead outlook in Europe, and what we expect to see in the yield curve.
Given Trump’s affinity for tariffs, it’s likely we will see additional tariffs in Canada in one way, shape, or form. What does this mean for our economy, the markets, and how should an investor prepare for this?
People rarely concern themselves with what a yield curve is. But with the bond market having recently come out of an unusual period, investors are taking notice and asking what it means. Do long-term uncertainty, inflation and the U.S. election play a role?
With inflation easing and unemployment on the rise, central banks, including the Bank of Canada, adjust their strategies to support economic growth. In this issue, our investment team examines the Bank of Canada playbook and comments on Canadian and U.S. equities, the effects of government politics on Chinese markets, and opportunities in bonds and credit markets.