Latest insights

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Key Points More than 100 mineral projects, valued at $107 billion, are at various stages of development in Canada over the next ten years. Unlocking that potential requires diversified capital flow, both domestic and foreign, for Canada to emerge as a...

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Slumping pre-construction sales are slowing the flow of units entering the pipeline and this could have negative consequences for supply growth in the medium to longer term.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.