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Dr. Jay Smith

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Monthly Musings

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Monthly Market Musings

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All(41) Commentary(1) Monthly commentary(38)

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December (1) November (1) October (1) September (1) August (1) July (1) June (1) May (1) April (1) March (2) February (1) January (1)
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October 2026

Jay Smith & Brad Brown

October 01, 2026

Rates move higher but equities remain resilient

Read more Read more about October 2026

September 2026

Jay Smith & Brad Brown

September 01, 2026

The Rate Debate

Read more Read more about September 2026

August 2026

Jay Smith & Brad Brown

August 01, 2026

2026 - Second Half Of The Year Outlook

Read more Read more about August 2026

July 2026

Jay Smith & Brad Brown

July 01, 2026

Heading Into The Back Half

Read more Read more about July 2026

June 2026

Jay Smith & Brad Brown

June 01, 2026

The Mid-Cycle

Read more Read more about June 2026

May 2026

Jay Smith & Brad Brown

May 01, 2026

April Rally Takes Root

Read more Read more about May 2026

April 2026

Jay Smith & Brad Brown

April 01, 2026

March Madness

Read more Read more about April 2026

March 2026

Jay Smith & Brad Brown

March 01, 2026

Emotions Continue To Steer The Ship

Read more Read more about March 2026

February 2026

Andrew Houldsworth

February 01, 2026

Slow Out Of The Gate

Read more Read more about February 2026
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.