Published by McCulloch & Partners on Aug 04, 2022
The first quarter of 2022 came and went in dramatic fashion. Global markets have had to absorb a lot of big macro news. As the pandemic moves to an endemic footing within society, central banks have begun to look at attempting to normalize... Read more Published by McCulloch & Partners on Oct 15, 2021
2021 has passed at what has felt like a rapid pace, as we enter the final quarter of the year already. Inflationary pressures and major supply chain disruptions across various segments of the global economy, coupled with the Delta variant... Read more Published by McCulloch & Partners on Jul 15, 2021
We are rapidly into the second half of 2021. The last three months have seen inflationary pressures and major supply chain disruptions become the dominant story and narrative within financial market coverage. Amid this, we find it very interesting th... Read more Published by McCulloch & Partners on Apr 14, 2021
Economic Recovery Front & Center Financial Markets Look to the Future Introduction The first quarter of 2021 contained plenty of newsworthy stories, such as a seemingly coordinated retail investor attack on short sellers to the very public blowup of a... Read more Published by McCulloch & Partners on Dec 02, 2020
Fixed Income On the below chart, we break out the Canadian bond universe into federal, provincial, and corporate components as well as slice by maturity. In each pane, the dashed red line is the Canada Bond Universe, which is the aggregate of these subsections... Read more Published by McCulloch & Partners on Sep 15, 2020
The following is a conversation with a hypothetical client Client- It has been a wild year; we are still battling through the COVID pandemic and the related economic fallout from the lockdowns. What are your thoughts on 2020 so far? McCulloch & Partners-... Read more Published by McCulloch & Partners on Jul 10, 2020
Global financial markets staged an extremely strong recovery after the intial market reaction to the spread of the Covid-19 pandemic.... Read more Published by McCulloch & Partners on Apr 08, 2020
Coronavirus Strikes the Market The coronavirus spread rapidly across Europe and North America during the final 6 weeks of the quarter, bringing the global economy to a screeching halt. Financial markets responded in kind, pictured in Figure 1 below. In... Read more Published by McCulloch & Partners on Jan 19, 2020
Before looking ahead, we first look back once more to 2020, where the experience of global financial markets seemed to disconnect from the economic reality faced by most of the population.... Read more Published by McCulloch & Partners on Jan 08, 2020
Global financial markets closed out the decade in style, with both bond and equity markets globally exhibiting strong performance in 2019.... Read more