Category Archives: Main Page

High hopes on central bank ‘fixers’

Posted on September 17, 2025 by Danielle Park

Like last September, financial markets have high hopes for rate cuts and dovish comments from the US Fed and Bank of Canada today. Futures markets are pricing 150 basis points of Fed cuts by the end of 2026 (taking Fed … Continue reading →

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Stock owners have learned to love the bomb

Posted on September 16, 2025 by Danielle Park

Since 1950, the S&P 500 index has averaged a 5-year annualized earnings growth rate of 7%. Today, S&P 500 pricing assumes a forward 5-year annualized earnings growth rate of 15% (Rosenberg Research). Leveraging this extraordinary optimism, the S&P 500 is … Continue reading →

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Danielle on CBC Weekend Business Panel

Posted on September 14, 2025 by Danielle Park
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