ES Insights

In this week’s economic update, we are speaking to the outcome of the U.S. elections and the impact that has had on the U.S. equity market. Specifically, we're examining the factors that led to a post-election boost, the relationship between the impact...

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

In this week’s economic update, we are sharing content focused on the U.S. election presidential candidate policy differences, as well as diving into the U.S. equities results to-date from the third quarter. For some, today’s election can feel like an...

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...