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  • The Geek's Reading List: June 24

    Posted By: Brian Piccioni

    Highlights from this week's tech report include Microsoft, Uber and Toyota. The Geek's Reading List is a weekly publication written by Valitas advisor, Brian Piccioni.

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  • Canadian Private Market Recap: June 24

    Posted By: Ann Zhang, Louis Goldberg and Paris Aden

    Equity markets were taken by surprise after Britain’s decision to leave the EU was announced on Friday. Subsequent sharp global declines occurred and the S&P 500 turned negative for the year-to-date. Oil prices also sank, resurrecting fears of further price volatility. In Foreign Exchange markets, the British Pound plummeted to levels last observed in 1985.

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  • The Geek's Reading List: June 17

    Posted By: Brian Piccioni

    Highlights from this week's tech report include Verizon, Intel and Microsoft. The Geek's Reading List is a weekly publication written by Valitas advisor, Brian Piccioni.

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  • Canadian Private Market Recap: June 17

    Posted By: Ann Zhang, Louis Goldberg and Paris Aden

    Stocks fell on the week as investor sentiment continued to weaken ahead of next week's "Brexit" vote. Uncertainty around the vote could keep markets on edge until the last vote is counted. The TSX fell on concerns about the EU and other global worries. The lowest oil prices in a month contributed to volatility and general bank pessimism hurt the financial sector. The Federal Open Market Committee this week voted unanimously to keep rates unchanged and indicated that the path for future rate hikes will likely be more gradual than the committee had forecast in March.

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  • The Geek's Reading List: June 10

    Posted By: Brian Piccioni

    Highlights from this week's tech report include Lexus, IBM and Google. The Geek's Reading List is a weekly publication written by Valitas advisor, Brian Piccioni.

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  • Canadian Private Market Recap: June 10

    Posted By: Ann Zhang, Louis Goldberg and Paris Aden

    Stocks hit fresh 2016 highs on Wednesday but fell Thursday and Friday, ending flat for the week. Interestingly, the price of oil followed a similar pattern, hitting year-to-date highs midweek, just to give most of these gains back later in the week. While stocks fell Thursday and Friday, bond yields fell as the World Bank lowered its global GDP forecasts. The TSX was down over one percent this week on a Canadian dollar basis, but flat on a U.S. dollar basis. Monetary policy is proving less divergent than markets expected early in 2016, as the Fed has indicated it will hike rates more slowly than it signaled it would at the beginning of the tightening cycle. This has also driven weakness in the U.S. dollar.

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  • The Geek's Reading List: June 3

    Posted By: Brian Piccioni

    Highlights from this week's tech report include Samsung, Google and Xiaomi. The Geek's Reading List is a weekly publication written by Valitas advisor, Brian Piccioni.

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  • Canadian Private Market Recap: June 3

    Posted By: Ann Zhang and Paris Aden

    Stocks were mixed for the holiday-shortened week and finished neutral at the end of the week. The equity market essentially shrugged off a disappointing May jobs report, which sent a negative signal for the U.S. economy but drove optimism the Federal Reserve could wait longer before pursuing any short-term interest rate hike. The TSX rose almost a percent this week with the materials sector significantly outperformed. The disappointment on the jobs front was met with a swift adjustment to Fed rate hike expectations as the probability of a June hike, expressed by the fed funds futures market, dropped to 6% from 30% a week ago. Expectations for July move also fell to 35% from 62% one week ago.

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