Tariffs: A revenue win—but not a deficit fix

 February 20, 2026 |Kelly Bogdanova

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?

 February 13, 2026 |Frédérique Carrier

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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Trump Warshes his hands of Powell

 February 06, 2026 |Thomas Garretson, CFA

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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February 2026 Update

 February 02, 2026 |Karen Robertson
February update The Markets (as of close January 31, 2026) The TSX is up 0.66% in January and year to date The S&P is up 1.37% in January and year to date The NASDAQ is up 3.25% in January and year to date From Portfolio Advisory Group (from January 30...
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