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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
Preferred Share Commentary | August 2026
Jeff Herold
Despite higher Canada bond yields and ongoing geopolitical risk in August, the preferred share market followed up a very strong July with another positive month. Investor concerns about persistent inflation, large AI related corporate bond issuance, and high levels of government debt, particularly the U.S., combined to push bond yields higher in several global bond […]
Read MoreBond Commentary | August 2026
Jeff Herold
In August, bond yields and prices moved in a seesaw pattern, ultimately finishing with higher yields and lower prices. Canadian bonds were quite correlated with U.S. Treasuries, notwithstanding the differing economic and monetary conditions in the two countries. The trend to higher yields was mirrored in several other global bond markets. The month also featured […]
Read MoreBig Tech Leads Stocks Higher Despite War, Trade and Interest Rate Issues!
John Zechner
Stocks kept moving higher in August in both Canada and the U.S., despite the breakdown of trade talks and comments from Fed Chairman Kevin Warsh at the annual Jackson Hole symposium that he was determined to bring inflation back down to their 2% target, suggesting that interest rates would be headed higher at one of […]
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