The BIG Picture

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

The market backdrop appears constructive, with the U.S. government shutdown now behind us and a strong earnings season bolstering equity market sentiment.

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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

The U.S. federal government remains shut down. For now, investor attention is shifting to the Q3 earnings season.

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

The U.S. federal government began a partial shutdown this week. While notable, the impact of these shutdowns on the economy and financial markets have typically been modest.

Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries have decided to reduce their benchmark interest rates...

As I’ve noted in recent letters, the typically quiet nature of the summer period has been anything but. A steady stream of headlines―many trade-related―continue to command the attention of investors.