ES Insights

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

While economic data continues to show soft momentum, the prospect of monetary easing has shored up confidence and lifted many major global equity markets. Elsewhere, renewed questions about the sustainability of public finances across several major economies...

Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. This has sharpened attention on corporate financial results and guidance, as investors look for insight on how firms are navigating a more...

The typically quiet nature of the summer period has been anything but so far: a steady stream of headlines (many trade-related) has continued to command the attention of financial market participants. In this week’s economic update, we are looking at...

Key Points More than 100 mineral projects, valued at $107 billion, are at various stages of development in Canada over the next ten years. Unlocking that potential requires diversified capital flow, both domestic and foreign, for Canada to emerge as a...

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

The past couple of weeks have continued where January and February left off: a dizzying barrage of policy decisions, reversals, and confusion. Even at the time of writing, the tariff situation between the U.S., Canada, and the rest of the world is changing...