Archive

To quote one of the most iconic voices of the 1980s – “Oh what a feeling, when we’re dancing on the ceiling.” Now that we have implanted that ear worm in your heads, let’s segue to a ceiling of another sort – the Bank of Canada’s latest rate decision...

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

Miss America and Murder This week, we are going to spend a little time discussing the issue of correlation vs. causation. Before your eyes glaze over in a fog of – say what now? – we are going to endeavor to make this both brief and hopefully mildly entertaining...

The main narrative of 2022 was that inflation had become deeply rooted and the only way to bring it down was for central bankers to aggressively raise interest rates. This led to an unprecedented rate hiking campaign by both the Bank of Canada and the...

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.