Insights

Market leadership has been shifting under the surface for a few weeks now but things came to a head in recent days. Tech leaders had an outsize impact on the S&P 500 on the way up, and we are seeing them overcontribute on the way down as well. The average...

After a first interest rate cut in June, the Bank of Canada (BoC) again lowered its key overnight rate by 25 basis points at its meeting Wednesday, to 4.5%. The move was in line with market and our own expectations ahead of the announcement.

How indoor agriculture can serve as a local food source in northern—and urban—settings

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

U.S. large capitalization stocks have been garnering all of the attention in 2024 and for good reason. While this may surprise some, the TSX is thus far on track for an above average return year, but is being dwarfed by the U.S. Analysts are expecting...

There hasn’t been this much rental housing under construction in Canada in a generation—which is encouraging news given the acute supply shortages across the country. But even more construction will be needed as rental demand continues to rise rapidly...

After months of cooling, Canadian inflation ticked higher once again in May. The Bank of Canada remains sensitive to inflation, leading markets to push out the timing of the next interest rate cut. While disappointing to those looking for interest rate...

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

The Canadian housing market remains among the most expensive in the world and has put up strong returns over the past 20 years. It may surprise many to learn that the TSX has outperformed house prices over that same time period. There are stark differences...