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Market Factors: Export-oriented stocks ready to bounce

This edition outlines why trade-oriented domestic stocks may rally and why Scotiabank strategists are even more skeptical about the outlook for Canadian bank stocks. The diversion discusses the best essay I’ve read this year. As usual we’ll look ahead to the important data releases for the next week.

Highway 40, leading into Kananaskis Country, where the G7 will meet. There is hope that trade agreements at the upcoming G7 meetings will fuel a market rally.

Tariff Recovery

Trade-oriented stocks unjustly oversold

Brian Belski, BMO’s chief investment strategist, is expecting a lucrative rally in trade-oriented domestic stocks in the second half of 2025. In part, this reflects hope that trade agreements are on tap at the u

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