Blog

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.

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.

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

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

As we head into Thanksgiving, I find myself reflecting on what I'm the most grateful for - and at the top of that list are the incredible people I've had the privilege to work with and get to know. Every day, I'm reminded that financial planning isn't...