Insights

Conflict has broken out in the Middle East, introducing a new layer of uncertainty for the economy and markets. The situation remains fluid. We outline below some of the potential implications of the Iran conflict and other geopolitical developments for...

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...

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.

Despite resilient equity markets, headline-driven uncertainty persisted through February, with tariffs and technology in focus. We discuss these themes, as well as North American corporate earnings trends and the implications for Canadian trade, below...

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.

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.

Financial markets continue to navigate competing forces from corporate earnings, investor sentiment and economic data. We share our perspectives on recent volatility in technology stocks, the Canadian labour market, and evolving political dynamics in...

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.

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.