In today’s American economy, spikes in oil prices do not present significant downside risk to top-line economic growth or inflation that they did a half century ago. … READ MORE >
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Market Minute: What, me worry? Investors’ risk appetite changes.
Investors are increasingly questioning whether the extraordinary investments in AI will pay off. … READ MORE >
Market Minute: Reality check for oil prices and production
Whatever volatility occurs in oil prices in the coming days, it is critical to note that the potential for economic damage and lasting inflation is restrained. … READ MORE >
Attack on Iran puts focus on energy markets
The primary focus across markets will be on the 20% of global petroleum and liquified natural gas that flows through Strait of Hormuz daily and the price of Brent crude, which stood at $72.87 per barrel on Friday. … READ MORE >
Producer prices rise faster in January as inflation concerns mount
Producer prices rose by 0.5% in January, up from 0.4% in December and marking a steady acceleration from the soft readings in October and November. … READ MORE >
Bank of Canada holds interest rate again—and may stay put this year
The Bank of Canada maintained its key interest rate at 2.25 per cent. At this juncture—all things being equal—we do not expect the central bank to change its policy rate this year. … READ MORE >
RSM UK’s outlook for 2026: Fiscal contraction brings short-term pain
A large fiscal contraction combined with weak consumer confidence and sagging business sentiment means we expect growth of only 0.8% in 2026. … READ MORE >
RSM Canada’s outlook for 2026: A struggle for growth amid trade tensions
We expect Canada to have another modest year of growth in 2026 amid ongoing trade tensions with the United States and a continuing oil glut that will dampen export prices. … READ MORE >