Recent Posts

Tariffs: A revenue win—but not a deficit fix

Feb 20, 2026

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.

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Can Europe meet the moment?

Feb 13, 2026

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Supply surge keeps Canadian house prices on a downtrend

Feb 12, 2026

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...

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Trump Warshes his hands of Powell

Feb 06, 2026

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.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026

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.

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