Skip to main content

Weekly Update for the week ending December 5, 2025

Will Santa Show Up for the Markets This Year?
Typically, September and October are considered two of the softer months for the markets, while November and December are traditionally stronger. This year has been the opposite, with a surprisingly solid September and October. By the end of October, I was feeling optimistic – with two of the more volatile months in the rear-view mirror, a strong finish to the year seemed likely. Unfortunately, that optimism didn’t pan out, as November came in weaker than usual and barely avoided slipping into the red.

Now December is here, and I’m not sure what to expect. December is usually a strong month for stocks, thanks to what’s known as the Santa Claus Rally. But some analysts are suggesting we may not see Santa’s visit this time around, which got me wondering why a month that’s typically upbeat might fall short. So why do analysts think Santa may sit this year out? Let’s take a brief look – but first, what makes December a strong month?

Weekly Update for the week ending April 4, 2025

For the past few weeks, I’ve been talking about tariffs – what they are, how they affect consumers, and how they affect the Canadian dollar. But tariffs rarely happen in isolation. When one country imposes them, the other often fires back with its own set of retaliatory tariffs. With this week’s announcement of sweeping US tariffs on imports from almost all trading partners, it’s the perfect time to discuss the next round of the trade war: counter tariffs.

Weekly Update for the week ending July 12, 2024

Mr. Powell goes to Washington In a week of high anticipation, US Federal Reserve (Fed) Chair Jerome Powell took center stage in Congress, providing crucial updates on the future of rate cuts. During his Senate testimony on Tuesday, Powell expressed optimism as inflation approached the Fed’s 2% target, signaling potential for future rate cuts. He […]

Weekly Update for the week ending February 9, 2024

This past week, with a lull in economic news, corporate earnings captured the spotlight – and they certainly delivered. Fueling investor optimism further were the revised US Consumer Price Index numbers for December, indicating lower inflation than initially reported. This shift has led investors to speculate about the potential for the Federal Reserve to lower […]

Weekly Update for the week ending December 22, 2023

his will be the final ‘Weekly Update’ of 2023. I am sure you will miss the scintillating commentary 😊, as I take a break for the last week of the year. Do not fret, the posts will resume January 5, 2024.

I would like to thank you for following along and bearing with me throughout the year. Hopefully, the 2024 markets will be more like this past year than 2022. 😊 In any event, enjoy the Christmas holiday as 2023 comes to a close and all the best in the coming year!

Items that may only interest or educate me ….

Canadian Economic news, US Economic news, Stock market’s holiday hours …

Weekly Update for the week ending December 1, 2023

Items that may only interest or educate me ….

Canadian Economic news, US Economic news, Cyber weekend, Passing of an investing giant, ChatGPT turns 1….

Well, that was quite the November to remember, wasn’t it? It has only been a day but the investor optimism that propelled the markets higher in November seems to have carried over to December as the S&P 500 had its best day of the year to keep the November rally rolling into December. This optimism largely stems from analysts’ belief that the central banks are finished raising rates. Talk has turned from when will the banks stop raising rates to when will they start lowering rates.

Hopefully investor confidence will provide a strong tailwind leading into the annual Santa Claus rally. The rally typically lasts from mid December to early January. During this period, the markets have performed well 75% of the time. Let us hope Santa Claus arrives early and stays late. 😊