As I wait for the September update of the OECD leading indicators, I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. The rebound in equities from the ...

Consumer discretionary stocks are outperforming consumer staples in a risk-on signal for the broader market. The gains in the consumer discretionary sector reflect a solid economy and high consumer ...

Canadian equity markets have a reputation for their sector concentration and cyclical swings, often reflecting the country’s deep ties to commodities and resource-driven growth. The materials sector ...