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Vol. 1  ·  No. 695
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319 articles
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Coverage: stance:base case
319articles
Apr 1, 2026first coverage
Oct 6, 2026most recent
Tax & Wealth (86)Economy (68)Market (84)Geopolitical (25)Weekend Edition (3)Behavioural (53)
Behavioural
The Deadline Effect: Why Today's 8 PM Countdown Is Designed to Feel Like a Crisis
Trump has set an 8 PM ET deadline tonight for Iran to reopen the Strait of Hormuz or face strikes on its power plants and bridges -- the third deadline he has issued and extended since the conflict be
Apr 7, 2026 3 min
Tax & Wealth
Oil at $112: What the Energy Surge Means for TFSA and RRSP Positioning Right Now
WTI crude is trading near $112 per barrel -- up roughly 66% since the Iran conflict began February 28. Canadian energy producers Suncor, CNQ, and Cenovus have posted historic cash flow generation at t
Apr 7, 2026 4 min
Market
TSX Holds Above 33,000 as Markets Price Diplomacy Over Deadline
TSX is up 0.27% in morning trading, sitting near 33,196, with financials leading gains -- RBC, TD, BMO, and CIBC all advancing between 0.65% and 0.9%. Energy is broadly flat despite oil edging slightl
Apr 7, 2026 4 min
Behavioural
One Year of Taco Trades: What Liberation Day Teaches About How Investors Actually Behave
One year ago today, the S&P 500 had already fallen 10% from Liberation Day's announcement, and investors were panic-selling into one of the fastest market drops in decades
Apr 6, 2026 4 min
Tax & Wealth
Trump's 100% Drug Tariffs Are Now Law: What Canadian Benefit Plan Holders Need to Know
Trump signed 100% tariffs on patented pharmaceuticals on April 2, targeting branded drugs from companies that have not struck pricing deals with his administration. Larger companies have 120 days befo
Apr 6, 2026 4 min
Economy
The Bank of Canada's Impossible Equation: Stagflation Risk Returns as April 29 Decision Approaches
The Bank of Canada held at 2.25% on March 18 and explicitly named "economic weakness combined with rising inflation" as its central dilemma. The next decision is April 29, with a full Monetary Policy
Apr 6, 2026 4 min
Geopolitical
Iran War Day 37: Ceasefire Talks, Trump's Tuesday Deadline, and What a Deal Would Mean for Canadian Portfolios
A 45-day ceasefire framework is being discussed between the U.S., Iran, and regional mediators, according to multiple sources cited by Axios and NBC News. Trump has not signed off on the proposal. He
Apr 6, 2026 4 min
Weekend Edition
The Credibility Gap: 5 Charts From a Week That Punished Every Reactive Investor
The ceasefire cycle ran its full course in four days. Markets rallied Tuesday and Wednesday on Trump's claim that Iran requested a ceasefire, then reversed hard Thursday morning after his prime-time a
Apr 4, 2026 11 min
Market
Trump's Speech Crushed the Ceasefire Rally. Here Is What Happened Overnight.
Trump promised more strikes, not a ceasefire. In his prime-time address Wednesday, Trump said the U.S. will "hit them extremely hard over the next two to three weeks" and vowed no ceasefire until the
Apr 2, 2026 4 min
Economy
The Bank of Canada Is Caught. Its Own Deliberations Explain Why.
The BoC's March deliberations were released Wednesday, revealing a governing council explicitly weighing whether the oil shock would push inflation broadly higher or remain contained to energy
Apr 2, 2026 3 min
Geopolitical
April Will Be Worse Than March. The IEA Said So. Here Is What That Means.
IEA Executive Director Fatih Birol warned Wednesday that the energy crisis sparked by the Iran war "will be much worse" in April than March, because pre-war cargo shipments that transited the Strait b
Apr 2, 2026 4 min
Tax & Wealth
Oil Shock Portfolio Review: What to Check in Your TFSA and RRSP Right Now
Five weeks of sustained oil shock changes the planning calculus. What looked like a short-term geopolitical spike in late February now has structural characteristics that warrant a deliberate account-
Apr 2, 2026 4 min
Market
TSX Rallies 700-Plus Points as Ceasefire Hope Returns to Markets
TSX up 738 points to 32,673 as Trump's ceasefire claim triggers a broad risk-on rally across North American markets, following Tuesday's 833-point surge
Apr 1, 2026 4 min
Economy
Bank of Canada Deliberations Reveal a Central Bank Caught Between Fire and Ice
The Bank of Canada publishes its March 18 deliberations today at 1:30 PM ET, providing the most detailed window yet into how Governing Council is thinking about an economy simultaneously hit by a coll
Apr 1, 2026 4 min
Tax & Wealth
The Oil Shock and Your RRSP: What an Energy-Driven Inflation Spike Means for Retirement Planning
Inflation is heading above 3% in March as the oil shock passes through to gasoline, transportation, and food costs, the first breach of the Bank of Canada's upper target band since 2023
Apr 1, 2026 4 min
Showing 305–319 of 319 articles
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