Blog

Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

Kelly Bogdanova and Tylar Lunke discuss whether the U.S. midterm elections will be a pivot point for equities.

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

We take a deep dive into the reasons for the downgrade and identify selective opportunities in the market

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.