Global Strategy

Exclusive Seven so far, seven more to come?

The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.50% and the deposit rate at 2.20% as was widely expected.

Exclusive Running on Fumes

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.

Exclusive The Devils in the Details

The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.

Hormuz update: Comfortably Bomb

The US-Iran MoU appears to have collapsed sooner than we had thought. US efforts will turn to ensuring energy can flow through Hormuz by escorting ships.

Global Strategy: Hormuz update: Still not plain Versaille-ing

A 14-point US-Iran MoU has reopened Hormuz earlier than expected and is now the basis for 60-days of discussions - but it is far from plain Versaille-ing ahead. 