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Monthly Macro & Strategy | Back in Black: The Trump Election and Market Dynamics

December 4, 2024

Topic: Economic news

At the core of the Trump administration’s economic strategy lies yet another corporate tax reform agenda.

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Reflections on the U.S. election outcome

November 13, 2024

Topic: Economic news

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

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Monthly Macro & Strategy | Crossroads: Witnessing China’s Japan moment

November 5, 2024

Topic: Economic news

China’s authorities have been drip-feeding stimulus measures for about a month, as the world’s second-largest economy struggles to regain momentum.

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Monthly Macro & Strategy | It cuts like a knife

October 7, 2024

Topic: Economic news

After the 50-basis-point cut by the U.S. Federal Reserve on September 18, the central banks of developed countries are now officially in a synchronized rate-cutting cycle.

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Monthly Macro & Strategy | Is the U.S. economy suddenly not so exceptional?

September 10, 2024

Topic: Economic news

The U.S. economy has outperformed most of its peers in recent years, leading to the emergence of the term “U.S. exceptionalism” as a carry-all concept for everything from the government’s ability to inflate its public debt to the expensive valuation of its stock market.

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Red Monday: Decoding the August 5 global sell-off

August 8, 2024

Topic: Economic news

What happened? Why did it happen?

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Monthly Macro & Strategy | A dramatic turn of events

August 5, 2024

Topic: Economic news

To say that the U.S. election landscape saw a seismic shift in July would be an understatement.

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Monthly Macro & Strategy | Under Pressure: Canada’s Rate Cuts and Economic Revival

July 10, 2024

Topic: Economic news

The Bank of Canada became on June 5 the first G7 central bank to start its post-COVID rate cuts, in a move that was widely anticipated.

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Monthly Macro & Strategy | The equity rally broadens out

June 5, 2024

Topic: Economic news

We’re approaching the mid-point of 2024, and the markets have been kind to equity investors so far. Find out what our experts take on the situation.

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Rate cuts | Movement is expected, get ready!

May 30, 2024

Topic: Economic news

Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.

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