February was a choppy month for the markets – or, as I like to call it, the month disrupted… by AI 😊. After a solid start, swings in artificial intelligence (AI) sentiment and broader economic worries became the defining themes, showing up differently across the four major North American indexes.
Tag: mitk
Weekly Update for the week ending February 27, 2026
Trade Uncertainty Returns
Last week, the United States Supreme Court ruled that many of President Trump’s global tariffs were illegal. Within days, the White House announced a new 10% tariff on imports from all countries, with plans to raise it to 15%.
Let’s take a look at how we got here – and the uncertainty it has created.
Weekly Update for the week ending February 13, 2026
Three Reports, One Story: Connecting the Economic Dots
This week gave us something we don’t often see – all three major US economic reports landed at once. Because of the recent partial government shutdown, the labour report, retail sales data, and CPI inflation numbers were released in the same week. Normally, these reports are spaced out, with jobs data arriving first and inflation and retail sales following mid-month. Seeing them together offers a rare opportunity to step back and view the American economy through three connected lenses at the same time.
Weekly Update for the week ending February 6, 2026
AI Turns From Tailwind to Disruptive Headwind
This past week, markets came under pressure as investor sentiment around software companies shifted sharply. While higher interest rates and stretched valuations had already been weighing on the sector, what really rattled investors was a growing belief that parts of the software and professional services industry may be facing real disruption, not just a temporary slowdown.
Weekly Update for the week ending May 9, 2025
On May 3, during Berkshire Hathaway’s (NYSE: BRK.B) annual general meeting in Omaha, Nebraska, Warren Buffett surprised the crowd by announcing his plan to step down as CEO at the end of 2025. At 94, the legendary investor will stay on as chair of the board, but his long-time successor, Greg Abel, will officially take the reins in 2026. The announcement caught everyone off guard – including Abel himself – with only Buffett’s immediate family in the loop beforehand.
Weekly Update for the week ending December 20, 2024
It is the final week before Christmas, and the markets kept us on our toes with a flurry of economic data. But rather than dive straight into the numbers, I thought a little Christmas spirit would set the tone for this Weekly Update. So, without further ado, here is an investing spin on the classic ‘Twas the Night Before Christmas’!