TRADE WITH CONVICTION

Monday, October 19, 2026
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Economy
ISM Services PMI Jumps to 55.4, Complicating the Fed’s Rate-Cut Outlook

A stronger August services report points to resilient US demand, potentially making the Federal Reserve more cautious ab…

Sep 3, 2026
Economy
Treasury Yields and Oil Rise as Middle East Tensions Test the Stock Market’s September Rally

Higher Treasury yields, rising crude prices and fiscal uncertainty are testing the S&P 500’s summer gains as September b…

Sep 1, 2026
Economy
Treasury Yields Surge as Middle East Tensions Threaten Stocks and Mortgage Relief

Renewed US-Iran tensions are pushing Treasury yields, mortgage rates and oil higher just as stock-market risk-reward wor…

Sep 1, 2026
Economy
Warsh Keeps September Rate Hike in Play as VIX Hits 2026 Low

A hawkish inflation warning from Kevin Warsh collided with a 2026-low VIX, leaving traders to weigh confidence against c…

Aug 30, 2026
Economy
Fed Hawk Jeff Schmid Says Inflation Remains Sticky as Traders Reassess Rate-Cut Hopes

Jeff Schmid called inflation stubborn and sticky, complicating the Fed’s fall debate without explicitly calling for a ra…

Aug 27, 2026
Economy
Canada Signals Tariff Retaliation as US Trade Talks Break Down

Canada’s failed trade talks with the US raise fresh volatility risks for the TSX Composite, exporters and USD/CAD.

Aug 25, 2026
Economy
Proposed 7.5% China Tariff Puts US Stocks on Alert Ahead of Xi-Trump Talks

A reported 7.5% US tariff on Chinese goods could unsettle supply chains, sector leadership and China-exposed equities ah…

Aug 24, 2026
Economy
50% Canadian Export Tariffs Raise Fresh Risks for TSX and U.S.-Canada Trade

New 50% U.S. tariffs on some Canadian exports could pressure TSX-listed exporters and increase volatility when markets r…

Aug 23, 2026
Economy
Ray Dalio’s Debt Warning Puts Gold, Bitcoin and Monday’s Treasury Briefing in Focus

Ray Dalio sees Bessent’s debt-buyback move as a warning sign, while gold, yields, the dollar and equities reflect rising…

Aug 22, 2026
Economy
Gold Rebounds as Debt Concerns and a Weaker Dollar Challenge the Yield Playbook

Gold is rebounding despite elevated Treasury yields, as debt concerns and a weaker dollar reshape the market’s view of f…

Aug 21, 2026
Economy
Bessent Signals Treasury Bond Buyback Could Exceed $4 Billion as Yields Draw Scrutiny

Bessent’s larger buyback signal puts long-dated Treasury yields, fiscal consolidation and US-Canada market spillovers in…

Aug 20, 2026
Economy
US-Canada Tariff Deal Sparks Relief Rally as Stocks and Bonds Move Higher

A reported US-Canada tariff deal lifted stocks and bonds, offering markets relief while leaving implementation details u…

Aug 19, 2026