The Bank held at 2.25% on September 2 and named gasoline-driven inflation as the reason to stay cautious. WTI has moved 7% higher since, ahead of the CPI print that lands before the October decision.

Ottawa scrapped the capital gains inclusion rate increase eighteen months ago, and this week's revenue data shows exactly what the clients who acted on it before the withdrawal gave up.

WTI is up 18% in thirteen sessions as the tanker war escalates, and the same headlines pulling clients toward energy are the pattern Barber and Odean’s research says loses money.

A war escalation and a trade fight pulled Canadian portfolios in opposite directions today. The Government of Canada 10-year yield did not move enough to say which one the bond market believes.

The Dow fell 505 points Tuesday as bond markets kept repricing Friday's jobs report. Government of Canada yields moved with it, but the Canadian dollar strengthened anyway, and that split is the real story.

WTI crude closed at $92.72 Tuesday after Iran-aligned Houthi forces struck three Saudi Aramco facilities, and the mechanism that changed is more consequential for Canadian portfolios than the price level itself.

Canada lost 42,000 jobs in August as wage growth slowed to its weakest pace since 2017, even as tariff-driven gasoline costs pushed headline inflation to 3%. The two numbers are telling the Bank of Canada opposite things.

Canada’s new retaliatory tariffs and the Bank of Canada’s inflation warning raise the odds the prescribed rate rises before the mechanism that fixes an income-splitting loan’s rate for life resets it higher.

AAII's latest sentiment survey shows both readings above their historical averages, and the TSX's Tuesday decline did not come from the headline most investors will blame for it.

Tuesday's retaliatory tariffs, not the widening Iran conflict, finally moved the yield that Fed dovishness and a historic jobs miss could not.

WTI is on its sixth straight higher session heading into the Tuesday open, U.S. futures are lower on Middle East and rate uncertainty, and the split puts Canadian energy names on the right side of both stories at once.

WTI has risen 15% since August 10, most of it in the two sessions since Iran's attack on a Saudi tanker in the Strait of Hormuz. The mechanism connecting that to Canadian portfolios runs through the currency as much as the energy sector.

The overnight rate stayed at 2.25% on Tuesday, the longest hold streak of the cutting cycle. Governor Tiff Macklem says tariffs are a modest inflation risk. The bigger one is sitting in the Strait of Hormuz.

Canada's $27.6 billion in counter-tariffs landed at midnight. For CCPC business owner clients, the planning conversation now runs through federal liquidity support and the prescribed rate, not just the invoice.

Five of the last six trading sessions broke the TSX average daily swing, but two of those five were gains. What is remembered from a week like this is not what happened.

A failed strike, a legalized union movement, and a century of patient negotiation explain why the calendar stops today, and why the discipline behind it still describes good client relationships.