This Week with Sadiq
Weekly Commentary from Our CIO
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