Recent Posts

banner image

Supply surge keeps Canadian house prices on a downtrend

Feb 12, 2026 | Rachel Battaglia

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...

Read more

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

Read more

Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

Read more
banner image

High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

November 05, 2025 |Cynthia Leach, Robert Hogue, and Salim Zanzana
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...
Read more
Gold’s regime change?

Gold’s regime change?

June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

Read more