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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Global manufacturing remains near multi-year highs while services lag. The BoE and ECB are expected to stay on hold amid evolving inflation dynamics.
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Is Canada really in a recession? Explore the forces reshaping Canada's economy, including trade agreements, artificial intelligence (AI), interest rates and global investment trends.
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Oil price shock reshapes Fed rate e...
Escalating tensions in the Middle East sent oil prices surging and long-term US yields to their highest levels since early 2025 as inflation risks resurfaced and markets repriced the possibility of...
The S&P 500 is heading for a bumper earnings year, but what’s been driving the growth? US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding pro...
Tensions in the Middle East have escalated once again, with daily exchanges of strikes between Iran and US assets in the region.
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