Government policy
Bessent's Game of Chicken with the Bond Vigilantes
If the Treasury runs out of firepower and yields spike again, the Fed may feel compelled to step in and buy those bonds.
Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
The EU strengthens its industry and reduces dependencies
Plans to strengthen the European industry and reduce foreign dependencies are becoming more concrete and coherent, but much needs to be done to make these reality.
Exclusive Bank of Canada Post-Decision Report: It's so over
The Bank of Canada released its decision to maintain the overnight policy rate at 2.25% at the January 28 meeting.
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.
Exclusive Canada 2026 Outlook: The cycle of Protectionism
The Canadian economy has deteriorated rapidly as it tries to adjust to a world dominated by protectionism, and new challenges posed by its southern neighbor.