The first half of 2026 was a tug of war between disruptive shocks and durable underlying trends. Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....
Trade uncertainty in North America is here to stay for a while....
Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....
There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....
When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....
Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....
Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....
Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....
Year to date, the S&P/TSX and S&P 500 are up almost 10%, European markets are up mid-single-digit percentages, and Japan and emerging markets have climbed in the 20%-plus range....
In the early days of the conflict, the priority was to understand and quantify the effect of higher energy prices and other key commodity supply disruptions on the global economy, inflation, plus monetary and fiscal policy....