Blog

The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...

The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

The U.S. Federal Reserve cut interest rates, and Canada’s inflation rate reached the Bank of Canada’s target of 2% for the first time since 2021. We take a closer look at how lower rates and inflation may mean for the financial market outlook.

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments.

This week, we turn our attention to an important challenge facing many Canadian households: the meaningful rise in the cost of mortgages and rents. Read more about the potential impact below.