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August Market Insights: Beyond The AI Bottleneck

August 4, 2026

History, sovereignty and the next leg for markets “History is a gallery of pictures in which there are few originals and many copies.” – Alexis...

July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age

July 3, 2026

In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface...

June Market Insights: America at 250

June 1, 2026

America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It ...

May Market Insights: Mastery and the Terror Premium

May 5, 2026

Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation...

Highlights from the 2026 Spring Economic Update

April 29, 2026

On April 28, 2026, Finance and National Revenue Minister François‑Philippe Champagne released the 2026 Spring Economic Update (the Update). This was the first spring economic...

April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump

April 1, 2026

Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is...

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