Week Ending June 7, 2026

Quick Market Roundup

Policy Rates

🇨🇦
0.00%
BoC
🇺🇸
0.00%
Fed
🇪🇺
0.00%
ECB
🇬🇧
0.00%
BoE

Market Snapshot

Fixed Income
CA 10Y
0.00%
0bps
US 10Y
0.00%
-11bps
IG Spread
0bps
Tight
Equities
S&P 500
0
+1.8%
TSX
0
+0.9%
NASDAQ
0
+2.4%
Alternatives
WTI Oil
$0.00
+2.4%
Gold
$0
+1.8%
VIX
0.0
-1.2pts

Sentiment

Fixed Income
Duration: Bullish
Credit: Cautious
Quality: Positive
Equities
Sectors: Risk-on
Style: Growth
Hedging: Underweight
Alternatives
Strategy: Expanding
Liquidity: Bullish
Hedging: Neutral

This Week's Highlights

RatesCanadian duration advantage expands as BoC easing cycle continues while Fed maintains restrictive stance, with GoC 10Y at 3.47% offering 103bps premium creating sustained institutional opportunities.
SectorsTechnology and communication services led gains with AI momentum driving mega-cap outperformance while defensive sectors lagged.
StrategyPrivate credit remains the dominant alternative strategy as institutional allocations accelerate, though yield compression signals maturing cycle. PE secondaries offer tactical value amid wide discount-to-NAV spreads.

Explore

Fixed IncomeRates, credit spreads, and institutional duration views
EquitiesSector rotation, style factors, and strategist targets
AlternativesPrivate markets, real assets, and hedge fund strategies

Recent Reports

FIBoC June Pause Extends Canadian Duration Premium Despite Fed Hawkish TurnJune 7, 2026ALTPrivate credit yields compress as institutional allocations surge globallyMay 31, 2026EQTech Leadership Drives S&P 500 to New Highs as VIX Stays SubduedMay 31, 2026FICanadian Duration Premium Narrows as BoC Pause Expectations BuildMay 31, 2026ALTPrivate Credit Rally Continues as Oil Surge Tests Real Asset ResilienceMay 24, 2026EQTech Rally Lifts Markets as AI Earnings Impress, VIX Stays CalmMay 24, 2026