Knowledge Centre

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......

Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......

Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......