Jennifer Dowty
- Indexed articles, last 90 days
- 144
- Latest publication
- Oct 1, 2026
- Outlet visibility, for The Globe and Mail
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- Jul 6, 2026
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CIBC’s chief market technician reveals his top 10 stock picks for October (opens the original)
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The winning streak for the S&P/TSX Composite Index came to a hard stop in September. Consistent with historical trends, September was a negative month for the TSX Index. The S&P/TSX Composite Index declined 2.85 per cent with just one sector – technology - posting a positive price return. The tech sector advanced 3.43 per cent. Shares of Canadian tech giant Celestica Inc. surged 23.83 per cent, making it the second-best performing stock in the TSX Index. The worst performing sectors were communi
‘The new normal’: What the Street is saying about the latest bond market drubbing (opens the original)
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Borrowing costs from the U.S. to France, Britain and Japan hit their highest in decades on Thursday, squeezing already pressured government finances, and threatening stocks, credit and other global assets. The 10-year U.S. Treasury yield, a yardstick for borrowing costs and asset prices globally, rose to 5.34 per cent, its highest since 2002. Here’s a range of comments from observers: TIMOTHY GRAF, HEAD OF MACRO STRATEGY FOR EMEA, STATE STREET: “I don’t think there’s a specific trigger. Mov
Premarket: Dow futures hit three-month low as yields surge, Micron earnings offer support (opens the original)
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Dow futures slipped to a more than three-month low on Thursday as concerns over inflation and rising government debt drove Treasury yields to multi-decade highs, while blowout results from Micron lifted the chip stocks. Stock moves over the last few weeks have been in lockstep with bond yields as equity traders try to assess the Federal Reserve’s monetary policy path against the backdrop of higher energy costs due to the Middle East conflict adding to price pressures. Efforts by the Treasury
Oil prices rise as China suspends fuel exports (opens the original)
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Brent benchmark oil prices rose around 2 per cent on Thursday after China suspended oil products exports, potentially tightening fuel markets already coping with supply shortages globally, while investors continued to assess diplomatic efforts to end the U.S.-Israeli war on Iran. The new front-month December Brent crude futures contract traded at US$99.77 per barrel at 9:12 a.m. ET, up 1.8 per cent, or US$1.7, from Wednesday’s close. The November contract expired on Wednesday, settling at US
Global bonds gripped by fiscal worries, U.S. 10-year yield hits 24-year high (opens the original)
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Global bonds were engulfed by heavy selling again on Thursday, with borrowing costs for governments from the US to France and Japan surging to levels not seen in decades and stocks shaken as the turmoil began to spill into broader markets. The 10-year U.S. Treasury yield, a yardstick for global borrowing costs and asset prices, rose to 5.34 per cent, its highest since 2002, having posted its biggest quarterly rise this century in the three months to September. The relentless rise in yields, wh
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