Archive

It is with winds of change in mind that we segue into this week’s missive. We are going to try to focus on recent events and the potential implications for markets going forward.

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

For the first time in roughly four years, the Bank of Canada (BoC) lowered its benchmark lending rate.

Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...