Despite resilient equity markets, headline-driven uncertainty persisted through February, with tariffs and technology in focus. We discuss these themes, alongside North American corporate earnings trends and the implications for Canadian trade, in more...

Financial markets continue to navigate competing forces from corporate earnings, investor sentiment and economic data. We share our perspectives on recent volatility in technology stocks, the Canadian labour market, and evolving political dynamics in...

A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. We discuss recent corporate earnings updates, monetary policy, and U.S. political risk in more detail below. Corporate earnings in...