Blog

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...

Dear Friends, I hope you had a great weekend. Well, although it’s not quite official, my Miami Dolphins almost certainly laid to rest any hopes of making the play-offs this year with their loss yesterday. Congratulations to all the Bills fans on another...

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.

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...

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

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

Dear Friends, I hope you had a great weekend. North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs: 25% on imports...