Inflation and interest rates continue dominating news headlines, Supply chain disruptions and higher oil prices have contributed to inflation recently topping 7% in the U.S. and 4.7% in Canada and It’s widely expected the Fed and Bank of Canada will raise interest rates soon to combat inflation. In this article we explore the effect rate […]
The global economy seemed to take news about the omicron variant in its stride this December. Here’s a summary of the notable events during the month that steered the markets: COVID-19 and market developments After dipping in November, for only the second month in 2021, equity markets stabilized in December with U.S. and Canadian equities […]
The global economic recovery paused as equity markets pulled back for only the second month this year. Here’s a summary of the notable events during November that steered the markets: COVID-19 and Market Developments U.S., Canadian and global stocks closed down over concern about inflation, supply chain disruptions and a new COVID-19 strain. However, markets […]
A lot of you may have noticed that some of your favourite products and services have become more expensive, or even out-of stock. These are the side effects of central bank monetary policy and COVID-19 shutdowns. When consumer demand and inflation are going up, how can you be sure your investments do too? CI Global […]
After swooning at the end of September, the first pullback this year, equity markets rallied in October helping the global economy to begin Q4 optimistically and continue on its post-pandemic march. Here’s a summary of this past month’s notable market-related events. COVID-19 and Market Developments Improving worldwide COVID-19 trends and overall healthy U.S. corporate earnings […]
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 […]
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 […]
As we entered the second half of 2021, the global economy’s climb back from the pandemic hasstarted shifting from recovery to expansion. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments After mid-month jitters over inflation and the Delta variant, U.S., Canadian and global markets rebounded and posted a sixth […]
The global economy continued to recover in helped by the rollout of COVID-19 vaccines, U.S. fiscal stimulus programs and supportive monetary policies from the Fed and other major central banks. Here are a few updates on this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian and global markets rallied despite inflation, cryptocurrency […]
Consumers only need to look at the gas pump or local grocery store to notice inflation and prices have increased. CI Global Asset Management’s Alfred Lam and Marchello Holditch’s latest commentary explores what drives inflation, and answer the big question – will this run last? Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, […]
