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July 9, 2026
John shares insights on the markets’ waning patience for hyperscalers’ spending
Watch VideoIf you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.
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Latest Commentary
Bond Commentary | July 2026
Jeff Herold
Bond yields moved higher in July, primarily due to a resumption of hostilities in the Middle East. Tit-for-tat attacks by Iran and the United States left the June Memorandum of Understanding ceasefire in tatters and the Strait of Hormuz was once again closed to oil and gas tanker traffic. Bond yields climbed as oil prices […]
Read MoreInvestors Losing Patience With Excessive Tech Spending
John Zechner
Looking at the returns for major stock averages in July one might conclude that it was a somewhat uneventful month. That couldn’t be further from the truth as July was almost the total reverse of June in terms of sector moves with massively increased volatility. The S&P500 dropped about 2% on the month and the TSX […]
Read MoreSecond Quarter Letter | June 2026
Jacqueline Ricci
Markets were uneven through the second quarter of 2026, with sharp reversals across several commodity-linked sectors. After a strong first quarter for oil and gas, the U.S./Iran truce contributed to a significant decline in crude prices, with Brent falling from a high of $117.63 on April 7, 2026 to $68.69 by June 30, 2026. The […]
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