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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
Investors 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 […]
Read More‘Chips and Ships’ Drive Stock Market Volatility in June
John Zechner
Global stocks ended up seeing great gains in the second quarter. After selling off sharply in March after the U.S. and Israel began bombing Iran, investors said, ‘what war’ and decided that tech spending on the AI rollout was a bigger support for the economy than the threat of $100 oil was a deterrent. Tech […]
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