Insights & Newsletters

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Earlier this month, Warren Buffett sent his last letter to the shareholders of Berkshire Hathaway and officially retired as CEO. Over the last 60 years he has become one of the wealthiest people to ever live and is widely regarded as one of the greatest...

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Prime Minister Mark Carney and the Liberal Government unveiled one of the most anticipated federal budgets in recent memory. It was a budget that features a record high deficit of nearly $80 billion and massive spending in areas such as defense and infrastructure...

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.