USMCA Review to Focus on Enforcement, Supply Chains and Security

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....

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Weekly Strategy Perspectives: Just the FAQs Part II – The Enigmatic Consumer

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

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Power, Policy and Trust Shape Next Phase of AI Buildout

Jean Boivin said the pipeline of spending for AI data centers is incomparable to any other private sector industry....

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Conference of Montreal: The New Policy Playbook

How does Canada fit into this new dynamic as a middle power? That was the focus of The new policy playbook for competitiveness panel at the International Economic Forum of the Americas’ (IEFA) 32nd Conférence de Montréal....

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Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

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....

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Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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