S&P 500 Earnings Season Begins Amid Iran War & Market Volatility

S&P 500 Earnings Season

All eyes remain fixated on the war in Iran as crude oil hits multi-year highs. Despite geopolitical tensions and ongoing uncertainty, investors also need to pay attention to the S&P 500’s first-quarter earnings season, which just kicked off. Beyond the headlines, however, the real driver of near-term market direction may be corporate earnings—and whether strong […]

Risk of Recession in Canada Climbs as Oil Prices Surge Amid Iran Conflict

Recession in Canada

Surging oil prices triggered by escalating tensions in the Middle East are raising serious concerns about a potential recession in Canada. As energy costs climb and economic growth slows, Canadian consumers and businesses are beginning to feel the strain, increasing the risk that the country’s already fragile economy could tip into a downturn. As we […]

Stocks Drop as Interest-Rate Hike Odds Surge Amid Iran Conflict

Fuel Interest-Rate Hike Fears

North American markets are under renewed pressure as escalating geopolitical tensions in the Middle East reshape the outlook for both stocks and interest rates. With the war in Iran driving oil prices higher, investors are increasingly concerned about rising inflation and the growing likelihood of additional interest-rate hikes in 2026. As a result, major indices […]

Canada’s Inflation Falls to 1.8%—Could Oil Prices Reverse the Trend?

Canada’s Inflation Falls to 1.8%—

Canada’s inflation rate showed signs of easing in February, offering a brief sense of relief for households and policymakers alike. However, that relief may be temporary. A sharp surge in oil prices—triggered by escalating conflict in the Middle East at the end of the month—has yet to be reflected in the latest data. As a […]

Crude Nears $120: How High Oil Prices Affect the Canadian Economy

Impact of $100+ Oil on the Canadian Economy

Crude oil prices are surging again, climbing toward levels not seen in years as geopolitical tensions escalate in the Middle East. While rising oil prices can boost energy companies and oil-producing regions, they also ripple through the broader economy by increasing fuel costs, raising inflation, and pressuring consumers. With crude now approaching $120.00 per barrel, […]

How War Is Impacting the Stock Markets: TSX Resilient as Iran Conflict Sends Oil Soaring

How War Is Impacting the Stock Markets

Investors are once again asking how the war is impacting the stock markets after the U.S. and Israel launched coordinated strikes across Iran on February 28, sharply escalating tensions in the Middle East. Israel has also expanded its offensive campaign against Hezbollah in Lebanon. Iran responded with retaliatory attacks across Israel and several Gulf states, […]

TSX Performance vs. S&P 500 in 2026: U.S. Stocks Off to Worst Start Since 1995

TSX performance vs. S&P 500 in 2026,

In his 2021 annual letter to shareholders, Warren Buffett, the “Oracle of Omaha” and then-head of Berkshire Hathaway, wrote that investors should “never bet against America.” And while he’s right—the U.S. is the world’s biggest economy—that doesn’t mean that U.S. stocks are always going to be on top. The TSX performance vs. the S&P 500 […]

Canadian Inflation Cools: Why January’s Data Strengthens the Case for a Rate Cut

Canadian Inflation

January’s inflation data delivered an unexpected signal for Canada’s economy—and it may have meaningful implications for interest rates. With Canadian inflation easing more than forecast, investors and policymakers alike are reassessing the likelihood of a potential interest-rate cut by the Bank of Canada in the months ahead. Canadian inflation, as measured by the Consumer Price […]

Despite U.S. Tariffs, S&P 500 Companies Reporting Strong Q4 Earnings Growth

Despite widespread concerns that rising U.S. tariffs would slow economic growth and weigh on corporate profits, early results suggest the opposite. As trade tensions have stabilized, S&P 500 companies are reporting stronger-than-expected fourth-quarter earnings growth—highlighting the market’s resilience even in a more protectionist global trade environment. Have U.S. Tariffs Hurt the Economy? When U.S. President […]

U.S. President Trump Picks Kevin Warsh as Next Federal Reserve Chair

On January 30, U.S. President Donald Trump announced that he will nominate Kevin Warsh to be the next Federal Reserve chair. While the Federal Reserve is supposed to act independently from the White House, Warsh is expected to be more aligned with President Trump when it comes to interest rates. Who Is Kevin Warsh, Trump’s […]