Insights

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for economies and financial

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

The high level of uncertainty in recent months caused by the threat of tariffs may have already resulted in some economic impact in the form of slower spending, investment, and activity.

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.