As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......
Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......
The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......
On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......
After the U.S. imposed tariffs on goods from Canada, the best course of action for business leaders and investors may be to avoid panic decisions and adopt a wait-and-see approach......
Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from......
The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......
The Through Line: Companies have navigated a mind-numbing blitz of challenges over the last decade, learning to dodge and weave adeptly......
The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......
Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......