Insights
Market Ethos
Market Ethos
Earnings going global
23 February 2026. Market Ethos. It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall…
Market Ethos
AI wrecking ball
Market Ethos. 17 February 2026. There is a wrecking ball bouncing from one industry to the next and folks are calling it the “AI Scare…
Market Ethos
Mixed signals
10 February 2026. Market Ethos. The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market…
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Size matters
19 January 2026. Market Ethos. When it comes to large cap vs small cap it sure feels like big always wins. But the start of…
Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Market Ethos
Laggards need to join the party
December 1, 2025. Market Ethos. The TSX may enjoy solid returns in 2026, but it is going to be tough, given valuations. To keep the…
Market Ethos
AI’s wild ride
November 24, 2025. Market Ethos. The AI bubble will likely continue to inflate, but we would not be surprised to see an increasing frequency of…