Good morning and Happy New Year! Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. We discuss geopolitics, corporate earnings, and monetary policy in more detail below...

Good morning, Approaching the final stretch of 2025, the Canadian and U.S. economies appear well-positioned to extend their expansions. Strong earnings delivery, a favorable policy mix, and abating trade uncertainty are expected to help bolster growth...

Good morning, The market backdrop appears incrementally constructive, with the U.S. government shutdown now behind us and a strong earnings season bolstering equity market sentiment. We discuss these developments along with some thoughts on the Canadian...