Highlights from the 2026 Spring Economic Update

April 29, 2026 Download this article as a PDF. 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 update after the federal budget was moved to the fall in 2025. In the absence of a federal budget earlier this […]

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

March 31, 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 the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting […]

March Market Insights: There is no Bronze Medal

March 4, 2026 AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here.   “There’s only two cultures that are going to win in the next year. It’s going […]

February Market Insights: Fortress America and the Colony Next Door

February 4, 2026 We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here.   Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in […]

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