Blog

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....

Geopolitics, persistent inflation, tariffs and rising government debt continue to shape the economic outlook across Canada, the U.S. and global markets. Yet despite heightened uncertainty and volatility, markets have proven remarkably resilient....

AI and the infrastructure needed to support its development and use have dominated much of the narrative – and stock market performance – since the release of ChatGPT in November 2022....

Markets have been resilient to volatility created by the Middle East conflict, but the effects on energy costs, supply chains and inflation are still working their way through the system....

Personal consumption represents the largest single component of economic activity in both the U.S. and Canada, yet key factors that influence it are frequently mischaracterized or misjudged....