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Highlights from the 2026 Federal Budget

Download this article as a PDF. On November 5, 2026, Finance Minister and National Revenue Minister François-Philippe Champagne released the 2026 Federal Budget (Budget 2026). ...
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November Market Insights: Wall Street Is Pricing The Wrong Future

“The difficulty lies, not in the new ideas, but in escaping from the old ones.” – J.M. Keynes Download this PDF here. John Maynard Keynes ...
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October Market Insights: Warsh Fails The Test

From being part of the solution to being part of the problem “A national debt, if it is not excessive, will be to us a ...
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September Market Insights: Through The Looking-Glass

Wall Street’s Red Queen problem “It takes all the running you can do, to keep in the same place.” – The Red Queen; Through the ...
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August Market Insights: Beyond The AI Bottleneck

History, sovereignty and the next leg for markets “History is a gallery of pictures in which there are few originals and many copies.” – Alexis ...
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July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age

A forces‑for‑2027 forecast looking to the end of the decade Download this PDF here. In politics and markets, the decisive contest is often the one ...
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