Insights

The U.S. federal government began a partial shutdown this week. While notable, the impact of these shutdowns on the economy and financial markets have typically been modest. Political developments such as these often generate headlines and can induce...

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

Canada's population growth continues to slow since tighter federal targets on permanent and non-permanent residents with Q2 marking the weakest quarterly growth since the pandemic. As of July 2025, the population reached 41.7 million, reflecting a year-over-year...

Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries have decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amidst uncertainty in the...

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

As Q2 earnings season concludes, we move into what’s historically been a weaker month for stocks. While economic data continues to show soft momentum, the prospect of monetary easing has shored up confidence and lifted many major global equity markets...

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.