Summary — Monthly Market Update: August 2025
By Admin 2025/09/04
During August 2025, equity markets were buoyed by growing hopes around imminent interest-rate cuts and improving sentiment across major economies. In Canada, weaker export data and subdued business activity contrasted with the stronger performance of the materials sector and rising investor optimism around central-bank easing.
Fixed-income yields edged lower as central-bank guidance turned more dovish, while commodities such as gold gained ground amid safe-haven demand even as oil prices faced downward pressure. Overall, the mood shifted toward a softer-landing scenario for the global economy.
Key highlights
- Equity markets advanced on expectations of rate cuts and improved risk appetite.
- Canadian economic data revealed export weakness and business-activity softness, raising concerns about growth momentum.
- Bond yields declined as central-bank guidance tilted toward monetary-policy easing.
- Commodities diverged: safe-haven assets gained while energy prices faced headwinds.
To read the full update, including data tables and detailed commentary, visit the full article on Canada Life: Monthly Market Update – August 2025.