Posts

• US Consumer Price Index for June
  

  Core inflationary pressures are perking up as the impact of tariffs ripple their way through the economy.

• Stock Market Outlook for July 15, 2025
  

  Signs of indecision in the market have started to appear as investors show pause amidst tariff woes.

• Stock Market Outlook for July 14, 2025
  

  Precious metals are back on the move, generating alpha for portfolios as they typically do heading through the third quarter.

• Canada Labour Force Survey for June
  

  Despite a strong headline print, employment in Canada was actually lacklustre in June as strength in full-time, particularly goods producing, positions fades following this spring’s pre-tariff front running.

• Stock Market Outlook for July 11, 2025
  

  The abnormal decline in the US Dollar Index through the first half of the year has driven the above average gains in stocks year-to-date, but this tailwind may be fading.

Disclaimer:

Jon Vialoux is a registered Associate Portfolio Manager at CastleMoore Inc. Comments and opinions offered in this website are for information only. They should not be considered as advice to purchase or to sell mentioned securities. Data offered in this report is believed to be accurate, but is not guaranteed.

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