The BIG Picture

Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. I discuss geopolitics, corporate earnings, and monetary policy in more detail below.

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

After three successive years of above-average market appreciation, delivering a fourth will be a tall order but not entirely out of the question.

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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.