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Oil price shock: Higher US inflation could weigh on consumers

March 11, 2026 |DA Marketing
In what follows, we outline a range of scenarios and how we’re thinking about the current oil price shock. 1. Higher oil will drive up inflation but the magnitude depends on the persistence of the shock Headline inflation has now exceeded 2% for nearly...
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Then and now: Market reactions to military conflicts and what they mean today

March 06, 2026 |Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

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A mature but still intact equity bull market

A mature but still intact equity bull market

February 27, 2026 |Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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Tariffs: A revenue win—but not a deficit fix

February 20, 2026 |Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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Can Europe meet the moment?

February 13, 2026 |Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Supply surge keeps Canadian house prices on a downtrend

February 12, 2026 |Rachel Battaglia
Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite elevated inventory giving them the upper hand. Severe winter weather likely contributed to the slowdown, with significant...
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So Many Books, So Little Time: Our Must-Read Fiction for February

February 12, 2026 |Christine Morin
This may be the shortest month, but it’s packed with literary debuts, gripping thrillers, historical hijinks and provocative probes of contemporary life
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Announcing the winners of the 2025 Canadian Photos of the Year competition

February 09, 2026 |Christine Morin
A shroud of mist sits atop a snowy mountain. A candy stripe shrimp floats ethereally in its red anemone host. An ice climber rappels into a new cave formed in ancient glacier ice. This year’s winners of Canadian Geographic’s Canadian Photos of the Year...
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Trump Warshes his hands of Powell

February 06, 2026 |Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Is it Dementia or Digital Overload?

February 04, 2026 |Christine Morin
"Digital dementia and digital overload are new phenomena,” says Dr. Robin Hsiung, a clinical neurologist at the UBC Clinic for Alzheimer Disease and Related Disorders, pointing to a study that shows how just one newspaper today has more information than...
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