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Monthly Portfolio Update January 2025

 January was a comeback month for the markets, with all four major North American indexes finishing in the green and getting back in the win column. The rally was fueled by strong earnings, solid economic data, and the Fed’s decision to keep interest rates steady. Excitement around AI also played a big role, pushing technology stocks higher—at least for most of the month. But it wasn’t all smooth sailing.

Weekly Update for the week ending November 29, 2024

How Global Events Affect Your Portfolio: A Beginner’s Guide

If you are new to investing, you might assume your portfolio – especially if it is packed with Canadian or American stocks—is safely tucked away from global drama. But the truth is, events like geopolitical tensions or economic slowdowns often send ripples through the markets, and your investments can feel the effects. Let us take a look into how these international factors influence your portfolio and how you can navigate them.

Weekly Update for the week ending May 3, 2024

This past week, the US Federal Open Market Committee (FOMC) convened to set monetary policy, most notably the US benchmark interest rate. These decisions have a profound influence on investors in both Canada and the United States. Generally, lower interest rates can lead to higher stock prices and a calmer market environment, and happier investors 😊. Conversely, higher rates can introduce volatility and encourage a shift towards more conservative investments.

Beyond investor sentiment, the FOMC’s decisions on the US benchmark interest rate can significantly influence the actions of the Bank of Canada (BoC) with regards to Canada’s interest rate. The relationship between these rates is critical because a substantial difference can have several repercussions on the Canadian economy.

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Weekly Update for the week ending December 15, 2023

The US Federal Reserve just gave the markets the gift they have been waiting for: potential cuts to the US interest rate next year! That was enough to get the bulls attention. Investors are cheering, confidence is surging, and it might just be the start of the Santa Claus Rally. Let us dive into what the Fed’s signal means for the portfolios and whether this means we are officially in for a holly jolly market ride.

Items that may only interest or educate me ….

Canadian Economic news, US Economic news, Federal Open Market Committee rate decision, Benchmark rates elsewhere, ….