Publications

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....