Quarterly Macro Overview

MATCO'S QUARTERLY MACRO OVERVIEW - Q2 2021

JUNE 30 /
The first two quarters of 2021 have been very positive for investment markets around the world. Economic data continues to surprise on the upside.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW - Q1 2021

MARCH 31 /
What a difference a year can make. The month of March marks the one-year anniversary since the COVID-19 pandemic infiltrated our world, causing a global economic lockdown.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW - Q4 2020

DECEMBER 31 /
In years to come, when people look back on 2020 it will be remembered as one of the most challenging years in the modern era.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW - Q3 2020

SEPTEMBER 30 /
It is hard to imagine that we are now three quarters of the way through 2020. In one breath, it feels like just yesterday that society and the global economy were being forced into lockdown. At the same time, it seems as though a decade’s worth of developments have come to pass this year.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q2 2020

JUNE 30 /
The first half of 2020 has been a rollercoaster on several fronts. At the beginning of the year, the COVID-19 virus was widely viewed as a minor medical and sociological threat. However, on March 11th it was declared a global pandemic by the World Health Organization which led to a halting of the global economy, outside of essential services.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q1 2020

MARCH 31 /
Over the last year and half, there has been a great deal of debate surrounding the current economic expansion and whether it can sustain itself for a longer period. What is unanimous is that recent global developments represent a material threat to the economy going forward.javascript:;
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q4 2019

DECEMBER 31 /
The year that was 2019, from a global capital markets perspective, could be characterized as one dominated by geo-political headlines. The U.S.-China trade war, Brexit uncertainty, the Canadian Federal Election and active central banks are among the list of major events that carried us through the calendar year.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q3 2019

SEPTEMBER 30 /
In past years, investors often enjoyed a relatively quiet summer with less frequent economic and political headlines. Those times appear to be a thing of the past, as the laundry list of developments continues to grow as we progress through 2019.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q2 2019

JUNE 30 /
The first half of 2019 has been positive from a capital markets perspective, especially when considering the broader political and economic context. The global economy continues to grapple with several geo-political and trade related challenges, while the U.S. economy progresses closer to the end of a secular expansionary cycle.
READ MORE

MATCO'S QUARTERLY MACRO OVERVIEW – Q1 2019

MARCH 31 /
The transition from calendar 2018 to 2019, from a capital markets perspective, has been an eventful one. The theme of heightened market volatility experienced over the last eighteen months remained prevalent as the baton was passed from one year to the next.
READ MORE