Insights

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

Over the last 12 months, the Bank of Canada raised interest rates seven consecutive times, from 0.25% to 4.5%. Higher rates affect business owners in different ways.

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