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Monday morning briefing: Coherent crypto or Ethereum delirium?

Monday morning briefing: Coherent crypto or Ethereum delirium?

While much attention has been paid to Bitcoin over the past few years, Ethereum has been gaining in popularity more recently in the cryptocurrency space.

April 12, 2021

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Monday morning briefing: SPAC your bags, we’re hunting for acquisitions

Monday morning briefing: SPAC your bags, we’re hunting for acquisitions

Special Purpose Acquisition Companies (SPACs) have become more popular. These blank-cheque companies are formed for the sole purpose of acquiring an existing company.

April 5, 2021

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Monday morning briefing: Mining for profits in the 21st century

Monday morning briefing: Mining for profits in the 21st century

While investor attention is focused on Bitcoin, many companies are making inroads behind the scenes.

March 29, 2021

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Monday morning briefing: Spotlight on yields

Monday morning briefing: Spotlight on yields

The yield on the 10-year U.S. Treasury bond recently surpassed the dividend yield on the S&P 500 Index. This is the first time this has happened since the start of the pandemic.

March 22, 2021

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Monday morning briefing: All eyes on inflation

Monday morning briefing: All eyes on inflation

Recent manufacturing and services sector reports have shown significant gains in input costs, which will eventually make their way to consumers.

March 15, 2021

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Monday morning briefing: Oil prices rising

Monday morning briefing: Oil prices rising

Canadian producers should benefit from rising oil prices. Higher oil prices could hit Canadians at the pump, however, which could, in turn, drive up inflation and reduce overall spending.

March 8, 2021

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Monday morning briefing: Value (maybe) strikes back

Monday morning briefing: Value (maybe) strikes back

The NASDAQ 100 Index dropped 4.94% over the week, which was its worst week since October 2020.

March 1, 2021

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Winning in a New Marketing Normal

Winning in a New Marketing Normal

The average yield of U.S. high yield bonds fell below 4%, as measured by the Bloomberg Barclays U.S. Corporate High Yield Bond Index, for the first time ever last week.

February 22, 2021

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Monday morning briefing: Steepening yield curve means steepening profits for banks

Monday morning briefing: Steepening yield curve means steepening profits for banks...

The benchmark 10-year U.S. Treasury bond yield continued to advance last week, and climbed above 1.3% for the first time since February 2020.

February 22, 2021

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Monday morning briefing: A new low for high yield

Monday morning briefing: A new low for high yield

The average yield of U.S. high yield bonds fell below 4%, as measured by the Bloomberg Barclays U.S. Corporate High Yield Bond Index, for the first time ever last week.

February 16, 2021

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Monday morning briefing: Unemployment rising

Monday morning briefing: Unemployment rising

After rising for seven straight months following the initial lockdowns introduced last spring, the Canadian economy lost jobs for a second consecutive month.

February 8, 2021

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Monday morning briefing: GameStop starts a controversy

Monday morning briefing: GameStop starts a controversy

It was a wild ride for many retail stocks last week, particularly GameStop Corp., which was at the centre of a battle between retail day traders and institutional short-sellers.

February 1, 2021

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Monday morning briefing: Business activity pulls back

Monday morning briefing: Business activity pulls back

Preliminary data for the month of January is showing a pullback in business activity across major economies around the world.

January 25, 2021

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Monday morning briefing: U.S. economy on lockdown

Monday morning briefing: U.S. economy on lockdown

Gross domestic product in the U.K. contracted in November for the first time since April. The decrease was in response to new lockdown restrictions.

January 18, 2021

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Monday morning briefing: U.S. job market is stressed

Monday morning briefing: U.S. job market is stressed

While the U.S. labour market improved over the second half of 2020, new challenges to the labour market arose in December.

January 11, 2021

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Monday morning briefing: U.S. equities unbound

Monday morning briefing: U.S. equities unbound

Optimism toward technology stocks took hold and drove the performance of the index, culminating in the S&P 500 reaching a record high in December.

January 4, 2021

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Monday morning briefing: The greenback backs down

Monday morning briefing: The greenback backs down

The U.S. dollar fell to its lowest level since early 2018 versus a number of other major currencies last week.

December 21, 2020

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Monday morning briefing: 30,000 reasons to love the Dow

Monday morning briefing: 30,000 reasons to love the Dow

Canada’s economy expanded 40.5%, annualized, over the third quarter of 2020. This was a record expansion that followed a record 38.1% drop in the second quarter. While gross domestic product is within about 5% of its pre-pandemic level, making up that 5% difference might be difficult and could take some time. With COVID-19 cases rising […]

December 7, 2020

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Monday morning briefing: Industrial profits surge in China

Monday morning briefing: Industrial profits surge in China

Elon Musk recently overtook Microsoft co-founder, Bill Gates, for second spot on the Bloomberg Billionaires Index. Mr. Musk now trails only Amazon founder, Jeff Bezos, for richest person in the world. Elon Musk is now worth approximately US$127.9 billion. Most of his net worth has been derived from Tesla Inc., which will soon be joining […]

November 30, 2020

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Monday morning briefing: Bitcoin bouncing back

Monday morning briefing: Bitcoin bouncing back

Cash is apparently king in Canada. According to a report from CIBC, Canadian households and businesses have compiled a record amount of excess cash, totalling $170 billion ($90 billion for households and $80 billion for businesses). Government support, particularly CERB and CEBA, has bolstered these high levels of household and business cash. Additionally, poor economic […]

November 23, 2020

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