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This Week with Sadiq

Weekly Commentary from Our CIO

July 15 to 19, 2024 - Is it time to swap Big Tech for Small Caps?

July 8 to 15, 2024 - What can politics do to your portfolio?

July 1 to 5, 2024 - Why American consumers are holding on—and Canadians aren’t

June 24 to 28, 2024 - Chairman Powell: The Ultimate Bond Villain?

June 17 to 21, 2024 - Counting on 24-Karat Rate Cuts

June 10 to 14, 2024 - When Will Cash Come Off the Sidelines?

June 3 to 7, 2024 - Will the Bank of Canada Be First to Take the Leap?

May 27 to 31, 2024 - Nvidia Wins Again. But Do Markets?

May 20 to May 24, 2024 - Walmart Hit Record Highs. Will Other Companies Follow?

May 13 to May 17, 2024 - The Secret Recipe for an Earnings Rally

May 6 to May 10, 2024 - Hunting for Clues in Corporate Earnings

April 29 to May 3, 2024 - The Tesla-Meta Paradox

April 22 to April 26 - Do Markets Have an A.I. Blind Spot?

April 15 to April 19 - Jerome Powell Was Right

April 8 to April 12 - Total Eclipse of the Fed

April 1 to April 5 - The Supply Chain Problem Rears its Ugly Head

March 25 to March 29, 2024 - Reddit Goes Public: A Good Omen for the IPO Market?

March 18 to March 22, 2024 - Hitting Snooze on the Bond Trade

March 11 to March 15, 2024 - Why Are Central Banks Stalling on Rate Cuts?

March 4 to March 8, 2024 - Will Bonds Ever Take Flight?

February 26 to March 1, 2024 - How Nvidia Became the New Apple

February 19 to February 23, 2024 - What’s Happening with Bonds?

February 12 to February 16, 2024 - Breaking Down China’s Stock Market Troubles

February 5 to February 9, 2024 - Why Small Caps Could Rebound in 2024

January 29 to February 2, 2024 - Exploring Ideas in Earnings and Emerging Markets

January 22 to January 26, 2024 - Is the Duration Trade Falling Apart?

January 15 to January 19, 2024 - Is Crypto Finally Going Mainstream?

January 8 to January 12, 2024 - A New Year’s Hangover for Markets

December 18 to December 22, 2023 - The Fed’s Holiday Surprise

December 11 to December 15, 2023 - Calling the BoC’s Bluff

December 4 to December 8, 2023 - The China Conundrum

November 27 to December 1, 2023 - Is Now the Time for Bonds?

November 20 to November 24, 2023 - Is It High Noon for The Magnificent Seven?

November 13 to November 17, 2023 - Canada’s Housing Timebomb Keeps Ticking

November 6 to November 10, 2023 - Betting on a November Rally

October 30 to November 3, 2023 - Markets Are Spooked. Should We Be Scared to Own Technology Names?

October 23 to October 27, 2023 - A Bond Market in Limbo

October 16 to October 20, 2023 - The Economic Impact of the Israel-Gaza Crisis

October 9 to October 13, 2023 - An Economy on Thin Ice

October 2 to October 6, 2023 - Consumer Pessimism: Can the Snowball Effect be Stopped?

September 25 to September 29, 2023 - Housing Head Fake: What’s Next for Home Prices?

September 18 to September 22, 2023 - Alphabet’s Potential Breakup: What Could It Mean for Tech?

September 11 to September 15, 2023 - Will a September Selloff Lead to a December Rally?

September 4 to September 8, 2023 - An Unusual Week: Jackson Hole and Q3 Bank Earnings

August 28 to September 1, 2023 - Nvidia Does It Again

August 21 to August 25, 2023 - Are Housing Prices Finally Coming Down?

August 14 to August 18, 2023 - The Dark Cloud Over U.S. Banks

August 7 to August 11, 2023 - Is U.S. Credit in Crisis?

July 31 to August 4 - A Fed Divided?

July 24 to July 28, 2023 - Inflation Cools as Equities Heat Up

July 17 to July 21, 2023 - Has the Dragon Been Slain?

July 10 to July 14, 2023 - Our Mid-Year Report Card

July 3 to July 7, 2023 - The Recession That Never Arrives

June 26 to June 30, 2023 - Is Crypto as Good as Gold?

June 19 to June 23, 2023 - Powell’s Pause — or Powell’s Pit Stop?

June 12 to June 16, 2023 - Japan Is Back

June 5 to June 9, 2023 - Is AI the New Dot-Com Bubble?

May 29 to June 2, 2023 - Chipmakers Soar, Interest Rates Stall

May 22 to May 26, 2023 - Readying for a Real Estate Rebound

May 15 to May 19, 2023 - Is It Game Over for the Greenback?

May 8 to May 12, 2023 - Defense Wins Championships

May 1 to May 5, 2023 - First Republic is Gone. Now What?

April 24 to April 28, 2023 - Quality is King

April 17 to April 21, 2023 - When the Fed Speaks, Listen

April 10 to April 14, 2023 - Is the Tech Rally Almost Over?

April 3 to April 7, 2023 - The Silver Lining of SVB

March 27 to March 31, 2023 - Mr. Powell Keeps His Promises

March 20 to March 24, 2023 - The Volatility Wild Card

March 13 to March 17, 2023 - Chairman Powell’s Senate Shocker

March 6 to March 10, 2023 - Rumours of U.S. Housing Recovery Overestimated

February 27 to March 3, 2023 - The Walmart vs. Home Depot Paradox

February 20 to February 24, 2023 - From Soft Landing to No Landing?

February 13 to February 17, 2023 - Is Disney the Canary in the Coal Mine?

February 6 to February 10, 2023 - Don’t Fight the Markets

January 30 to February 3, 2023 - How Bad Will the Layoffs Get?

January 23 to January 27, 2023 - Bonds, A Comeback Story

January 16 to January 20, 2023 - Are Rate Cuts on the Horizon for 2023?

January 9 to January 13, 2023 - Our 2023 Portfolio Strategy Overview

December 19 to December 23, 2022 - Looking Ahead to 2023

December 12 to December 16, 2022 - What Caused Last Week’s Stock Market Dip?

December 5 to December 9, 2022 - Will the Bank of Canada Follow the Fed’s Lead?

November 28 to December 2, 2022 - What to Expect from Q4 Bank Earnings

November 21 to November 25, 2022 - When Will the Recession Hit?

November 14 to November 18, 2022 - Chaos in Crypto: Should Investors Be Worried?

November 7 to November 11, 2022 - Don’t Doubt the Fed

October 31 to November 4, 2022 - Have Interest Rates Finally Peaked?

October 24 to October 28, 2022 - Peak Inflation, Recession, Banks

October 17 to October 21, 2022 - U.K. Bonds, Chipmaker Earnings, U.S. Inflation

October 10 to October 14, 2022 - Oil Price Surge, U.S. Trade Deficit, Bonds Upside

October 3 to October 7, 2022 - UK Crisis, Porsche IPO, Hurricane Ian

September 26 to September 30, 2022 - Peak Inflation, Emerging Markets, Energy

September 19 to September 23, 2022 - Interest Rates, Bond Opportunities, Canadian Banks

September 12 to September 16, 2022 - Stock Slump, US Dollar, Canadian Housing

September 5 to September 9, 2022 - China Lockdown, European Energy, Canada

August 29 to September 2, 2022 - Tech Earnings, Telecoms, Powell Speech

August 22 to August 26, 2022 - Rate Hikes Expectations, Inflation Reduction Act, Euro-Crisis

August 15 to August 19, 2022 - Equities Rally, Energy Prices, Gold

August 8 to August 12, 2022 - Taiwan, Tech Earnings, Jobs

August 2 to August 5, 2022 - Q2 Earnings, 75bps, Energy Prices

July 25 to July 29, 2022 - IPOs, Netflix, U.S Banks

July 18 to July 22, 2022 - 100bps Rate Hike, Crypto, Currencies

July 11 to July 15, 2022 - Soft vs. Hard Landing, Boris Johnson, Chinese Equities

July 4 to July 8, 2022 - Canada Day Special: Equities, Bonds, Banks

June 27 to July 1, 2022 - Recession, Commodities, Inflation

June 20 to June 24, 2022 - 75bps Rate Hike, Home Prices, Bond Markets

June 13 to June 17, 2022 - Bulls vs. Bears, Eurozone, Chinese Equities

June 3 to June 10, 2022 - Oil Prices, Q2 Bank Earnings, Recession Fears

May 30 to June 3, 2022 - Fed Minutes, Q2 Earnings, GDP

May 23 to May 27, 2022 - Stock Sell-Off, Tech Woes, Canadian Home Prices

May 16 to May 20, 2022 - 8.3% Inflation, Gold, Emerging Markets

May 9 to May 13, 2022 - 50bps Rate Hikes, Consumer Sentiment, Europe

May 2 to May 6, 2022 - U.S. GDP, Bond Markets, China COVID Lockdowns

April 25 to April 29, 2022 - U.S. Banks, Netflix and Tesla, Currencies

April 18 to April 22, 2022 - Interest Rates, Valuations, U.S. Banks

April 11 to April 15, 2022 - Equity Recovery, Russia-Ukraine, Canadian Dollar

April 4 to April 8, 2022 - Yield Curve Inversion, Oil, Corporate Profits

March 28 to April 1, 2022 - Market Rebound, Inflation, Energy

March 21 to 25, 2022 - Fed Rate Hikes, Russian Debt, Reopening

March 14 to 18, 2022 - Oil Embargo, Market Reactions to War, Central Banks

March 7 to 11, 2022 - Ukraine, Commodities, Interest Rates

As of February 28, 2022 - Ukraine-Russia Conflict: Impacts on Markets, Oil & Positioning

February 21 to 25, 2022 - Political Headlines, Treasuries, Earnings

February 14 to 18, 2022 - Commodity Prices, Inflation, Crypto

February 7 to 11, 2022 - Earnings, European Equities, Fixed Income

January 31 to February 4, 2022 - Geopolitics, Volatility, Value Opportunities

January 24 to 28, 2022 - Nasdaq Correction, Oil Prices, Portfolio Positioning

January 17 to 21, 2022 - CPI, Earnings Outlook, Value vs. Growth

January 10 to 14, 2022 - Treasuries, Lockdowns, Supply Chains

January 3 to 7, 2022 - 10 Big Trends for 2022

December 13 to 17, 2021 - Evergrande, Inflation and Conflicting Data

December 6 to 10, 2021 - U.S. Jobs, Omicron and Volatility

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