Market Minutes Video, August 2026
2026 has been a year of whiplash, and our July market recap helps make sense of it—on-again, off-again peace talks in the Middle East, an unclear rate path, and an ongoing debate about whether AI is a bubble or a durable trend. All of it adds up to volatility. In this Market Minutes, we look […]
Market Minutes, June 2026
The Strait of Hormuz has been closed for over three months — and the ripple effects are hitting closer to home than you think. In June Market Minutes, we break down how the Middle East conflict is reshaping energy markets.
Market Minutes, May 2026
Global conflict, closed shipping lanes, rising energy costs…and yet stock markets surged in April. What gives?In this month’s Market Minutes, Craig Ellis breaks down what’s actually driving markets right now — and why the disconnect between headlines and returns may not last.
Quarterly Insights, First Quarter 2026
In this Q1 2026 quarterly update, Bellwether Chairman Bob Sewell and CIO Craig Ellis have a candid conversation on what’s really happening behind the Iran War headlines — and how our portfolios are positioned through the uncertainty.
Market Minutes, March 2026
Oil prices are rising again as geopolitical tensions escalate in the Middle East. But why are markets staying surprisingly calm? In this Market Minutes update, we break down the potential impact on inflation, interest rates, and global markets.
Market Minutes, February 2026
Markets started 2026 strong — but cracks are beginning to show. From AI infrastructure spending and tech volatility to shifting sector leadership and central bank uncertainty, investors are navigating a rapidly changing landscape.
Market Minutes, November 2025
In this month’s market commentary, we break down the major economic developments shaping Canadian, U.S., and global markets.
Quarterly Insights, Third Quarter 2025
Join our founder and chief investment officer for an in-depth analysis of Q3 2025 market developments and what’s ahead for investors in 2026. We cover Federal Reserve policy, the AI technology boom, gold’s record run, and critical challenges facing the Canadian economy.
Market Minutes, August 2025
Markets remained resilient in August 2025 despite economic slowdown concerns, inflation pressures, and rising government debt.
Market Minutes, July 2025
July brought another month of strong gains for global stock markets — and Canadian investors reaped extra rewards thanks to a strong US dollar. But behind the euphoria, warning signs are building: record-high tariffs, slowing job creation, and rising inflation.
Quarterly Insights, Second Quarter 2025
In times of extreme market volatility and tariff concerns, we wanted to provide you with an insider’s perspective. Join us for an inside look at the conversations and strategies shaping our daily investment decisions.
Market Minutes, December 2025
November looked calm on the surface—but major tech stocks told a very different story. In this month’s market update, we break down the volatility inside the Magnificent Seven, why the Nasdaq dropped nearly 8%, and whether today’s AI boom resembles the dot-com bubble or if the fundamentals make this time different.
Market Minutes, May 2025
In this market update, we unpack one of the strongest Mays in market history, explore the impact of U.S. trade tensions under President Trump, and explain why short sellers and the “TACO trade” contributed to the recent rally.
Market Minutes, April 2025
April was a rollercoaster month for investors. In this market update, we break down: Why staying calm through daily volatility is crucialThe impact of U.S. trade policy shifts and a weakening U.S. dollarHow global markets and the Canadian dollar outperformed the U.S.What rising interest rate pressures and political shifts in Canada mean for your portfolio
Quarterly Insights, First Quarter 2025
In times of extreme market volatility and tariff concerns, we wanted to provide you with an insider’s perspective. Join us for an inside look at the conversations and strategies shaping our daily investment decisions.