Global insights

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

Canada is back at 2% inflation, but it’s too soon to pop the champagne. What’s driving prices now looks very different from before the pandemic.

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

The slowing in year-over-year price growth to a 2.0% rate - the lowest since February 2021, and right in line with the Bank of Canada’s (BoC's) 2% inflation target - was largely driven by lower gasoline (and oil) prices but broader underlying inflation...

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

The income earned by graduates has lagged tuition growth, particularly in fields such as engineering, architecture, and related sciences.

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

Growth in the third quarter is already looking to undershoot the BoC’s July forecast. We continue to expect another rate cut in October.