Insights

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Every administration enters office with aggressive policy goals. But a lot of give-and-take may be needed to turn goals into policy.

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. We think resisting knee-jerk reactions to headlines is the best way to navigate what could be repeated bouts of market volatility.