Insights

Approaching the one-month point of the U.S. federal government shutdown, the U.S. Federal Reserve (Fed) has been forced to make an interest rate decision with only partial visibility into the economy. In Canada, signs of weakness in pockets of the economy...

The U.S. Federal government remains shut down. While the broader economic impact has historically been modest, the absence of official economic data releases during the standoff adds a layer of uncertainty. For now, investor attention is shifting to the...

Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amid uncertainty in the broader...

September has historically been a weaker month for stocks. While economic data continues to show soft momentum, positives earnings reporting and the prospect of future monetary easing in the U.S. have shored up confidence and lifted many major global...

Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. This has sharpened attention on corporate financial results and guidance, as investors look for insight on how firms are navigating a more...

This summer’s market activity has defied the usual quiet nature of summer periods. A steady stream of headlines, many trade-related, continue to command the attention of financial market participants. The second-quarter U.S. earnings season is now in...

The last few weeks have been eventful. A significant escalation of conflict among Israel, Iran and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets have remained...

Global equity markets had been trading near all-time highs, benefitting from reduced tariff controversies. Some volatility resurfaced in the wake of an escalating conflict in the Middle East between Israel and Iran. It is difficult to assess the longer-term...

Global equity markets continued to march higher this week on the back of the apparent de-escalation of the trade war. We discuss recent developments in this ongoing saga. We also return to a question that was on our minds well before the trade war began:...