Uncharted territory: A generational shift in U.S. & China relations

November 26, 2018 |Joseph Sardo
The trade dispute is part of a complex struggle over national security that could reshape the relationship between the world’s two largest economies. A few key highlights: The trade dispute between the U.S. and China is part of a larger struggle over...
Read more

No Democratic wave, but new day in Washington: Democrats grab control of US House, power now split

November 22, 2018 |Joseph Sardo
Democrats took control of the US House with a working majority. Democrats will now chair all House Committees and have tough hearings on issues ranging from Trump’s tax returns to climate policy. Trump and his Administration will face real opposition...
Read more

Coping with the mercurial market

November 13, 2018 |Joseph Sardo

Kelly Bogdanova – San Francisco The market’s mood swings have been unsettling, but the underlying conditions that triggered the rout are unlikely to shatter the economic or earnings cycles. We think this will all sort out, but it will take some time

Read more

Who let the hawks out?

November 09, 2018 |Joseph Sardo

Eric Lascelles, Chief Economist For the third time this year and fifth since July 2017, the Bank of Canada (BoC) elected to raise its benchmark overnight rate, increasing it from 1.50% to 1.75%.....

Read more