Economic and Market Updates

Weekly Strategy Perspectives: Craving Clarity

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

Read more

Global Markets Commentary: The great rotation

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

Read more

Every player has a role

As far as NHL coaches go, Craig Berube has already had a storybook career, going from an undrafted player who would play 17 seasons to a head coach with the St. Louis Blues where he turned a struggling team into a Stanley Cup champion......

Read more

Weekly Strategy Perspectives: Guest Feature: AI Insights

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

Read more

Weekly Strategy Perspectives: What Could Go Right?

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

Read more

Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

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......

Read more

Cyber attacks increasingly target small business

Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the U.S. Chamber of Commerce, 60% of small businesses indicate cyber security threats......

Read more

Investment Strategy - March 2025

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......

Read more

Stock market selloff – tariffs and then some

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......

Read more

Weekly Strategy Perspectives: Breathe

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

Read more