Should higher tariffs on Canada announced by the United States take effect, we would expect the value of the loonie to continue depreciating against the dollar. … READ MORE >
Blog
Canada’s consumer price index reaches 1.9% as tax holiday dampens inflation
Canada’s consumer price index reached 1.9 per cent in January as the GST/HST tax break played a major role in dampening inflation. With inflation largely stable, the Bank of Canada’s next move would depend largely on jobs data. … READ MORE >
Market minute: The ripple effect of higher European defense spending
A common European Union defense buildup would provide substantial relief to many manufacturers, particularly in Germany. … READ MORE >
Market minute: U.S. housing supply is not meeting demand
One reason for the inadequate supply is that many homeowners are sitting on low-rate mortgages locked in during the pandemic and before. … READ MORE >
5 things to know in life sciences: Week of Feb. 10, 2025
Large pharmaceutical companies are turning to AI more frequently, despite some challenges. This and more in this week’s update. … READ MORE >
The new mercantilism: Tariffs and currency manipulation in an era of U.S.-China tensions
After decades of growing trade and current account imbalances in the U.S., the new administration has set out to change this equation. Now, a new mercantilism, rooted in tariffs and trade protection, is emerging. … READ MORE >
The decline in January retail sales is less concerning than it might seem
The January retail sales report is one of those rare occasions where looking at the 12-month change makes more sense than the monthly metric. … READ MORE >
The impact of tariffs: Balancing costs, supply chain and profitability
Raising tariffs can drive up consumer prices, lower demand and hurt business profitability. … READ MORE >
Market minute: Clash of the titans to cause further currency manipulation
The relative yield differentials between the U.S. and China point to the possibility that China will engineer a gradual, but large, depreciation in the yuan this year. … READ MORE >
Diversified trading, AI, client engagement: Early 2025 trends for capital markets organizations
The financial services industry is in a transformative phase, as shown by these developments in risk management, client engagement, technology and artificial intelligence upgrades. … READ MORE >