Articles
May 21, 2026
When Gas Was 7 Cents a Litre
I was recently on a call with a client when we started reminiscing about the “good old days” when gas cost 7 cents a litre.
Read MoreRead more
Articles
May 15, 2026
When “Higher for Longer” Becomes the Base Case
This week’s U.S. inflation data reminded investors that the path toward lower interest rates may be slower than hoped.
Read MoreRead more
Articles
May 7, 2026
What Earnings Season Is Telling Us
The weather over the past couple of weeks has been spectacular and, in many ways, so has earnings season and the markets.
Read MoreRead more
Articles
May 1, 2026
Central Banks Hold, But the Message Tightens
Central banks are signalling discipline over urgency.
Read MoreRead more
Articles
April 24, 2026
Is Earnings Season Taking Center Stage?
Markets continue to hold near recent highs, extending a steady recovery since the late March lows.
Read MoreRead more
Articles
April 17, 2026
Markets Move Ahead of the Narrative – Again
Over the past two weeks, markets have done what they often do: move ahead of the narrative.
Read MoreRead more