September 2026

The gap between the Bank of Canada and Federal Reserve policy rates narrowed to 150 basis points by December as the Fed kept cutting after…

The Fed Just Undid Nine Months of BoC Rate-Gap Narrowing

September 17, 2026

The Canada Revenue Agency's prescribed rate, used for income-splitting loans, has held at 3 percent for six straight quarters, its longest stretch since falling from its 2024 peak.

Why the CRA Prescribed Rate Window May Not Survive Q1 2027

September 17, 2026

The VIX climbed from a one-month low near 14 in early September to nearly 18 after the Federal Reserve raised its policy rate for the first…

Why an Expected Rate Hike Still Triggered a 631-Point Selloff

September 17, 2026

The S&P/TSX Composite eased alongside US markets the same session the Federal Reserve raised its policy rate for the first time since 2023,…

The Fed's Hawkish Hike Broke the Loonie's Oil Shield the Same Day Ottawa Leaned on Europe

September 16, 2026

The Federal Reserve raised its policy rate a quarter point to a range of 3.75 to 4.00 percent, its first increase since 2023, and signalled at least one more hike this year.

The Fed's Hawkish Hike Broke the Loonie's Oil Shield the Same Day Ottawa Leaned on Europe

September 16, 2026

The TSX Composite has drifted roughly 4 percent below its late-August high as base metals, financials, and technology weigh on the index…

The TSX Cannot Decide Between Energy and Everything Else

September 16, 2026

WTI crude has climbed roughly 51 percent since early July as the Strait of Hormuz conflict enters its third month, with commercial shipping…

Why a War in the Strait of Hormuz Is Steering a Federal Reserve Decision

September 16, 2026

Gasoline prices, driven higher by the Strait of Hormuz conflict, accounted for most of Canada's headline inflation reading in August, while…

Same Inflation Story, Two Opposite Central Bank Conclusions

September 16, 2026

The Government of Canada five-year yield has risen for two straight weeks as markets price in a near-certain Federal Reserve rate hike,…

Why This Quarter Is the Window to Lock the 3% Prescribed Rate

September 16, 2026

The VIX has held in the mid-teens for weeks even as the Strait of Hormuz conflict enters its third month and a Federal Reserve rate…

Why the Fear Gauge Is Sleeping Through a War and a Rate Hike

September 16, 2026

The S&P/TSX Composite has fallen 3.4 per cent from its late-August peak even though several of Canada's largest energy producers have…

TSX Composite Down 3.4% From Its August Peak, Even With Energy Stocks Leading the Market Higher

September 15, 2026

WTI crude has climbed 25 per cent in three weeks after drone strikes shut down Saudi Arabia's East-West pipeline, a route that had carried…

Iran Closed the Strait of Hormuz. This Week, Militias Closed the Detour Around It.

September 15, 2026

The Bank of Canada has held its policy rate at 2.25 per cent for a seventh consecutive decision, a quarter point above its 2 per cent…

The Bank of Canada Has Held for Seven Meetings. Tomorrow, the Fed Is Expected to Raise.

September 15, 2026

The Canada Revenue Agency's prescribed interest rate has held at 3 per cent for a sixth consecutive quarter, the longest stretch of…

The CRA Prescribed Rate Holds at 3% for a Sixth Straight Quarter, and the Planning Window Is Now Two Years Long

September 15, 2026

WTI crude has risen 24 per cent over three weeks as the Hormuz conflict widened, while the VIX volatility index gained only about 11 per…

Oil Has Risen 24 Per Cent in Three Weeks and the Fear Gauge Barely Moved

September 15, 2026

The Government of Canada 10-year bond yield has climbed since late August, tracking a similar move in the US 10-year Treasury yield, which…

Oil Is Up 19% Since the Saudi Pipeline Shut, but Gold Has Fallen 5%. That Gap Is the Real Fed Signal.

September 15, 2026

WTI crude has climbed 19 per cent since a Saudi Arabian pipeline shutdown removed one of the region's main workarounds for the Strait of…

Oil Is Up 19% Since the Saudi Pipeline Shut, but Gold Has Fallen 5%. That Gap Is the Real Fed Signal.

September 15, 2026

The S&P/TSX Composite closed at a three-week low, down 3.7 per cent from its August high, even as WTI crude settled above $100 a barrel twice in the same stretch.

The TSX Fell to a Three-Week Low the Same Week Oil Crossed $100 Twice

September 14, 2026

WTI crude closed at a new high the same day a commercial vessel was struck near Qeshm Island, the second time in four trading sessions oil…

A Tanker Strike Near Qeshm Island Confirms Oil Above $100 Is Not a Blip

September 14, 2026

The Bank of Canada has held its policy rate at 2.25 per cent through seven consecutive decisions this year, its longest stretch of stability in the current cycle.

Two Central Banks Held Steady All Year. One of Them Is About to Move.

September 14, 2026

The five-year Government of Canada bond yield, the benchmark Canadian lenders use to price fixed mortgage offers, has climbed 21 basis points off its August low to a five-week high.

The Bond Market Just Handed 2026 Mortgage Renewals a Harder Number

September 14, 2026

The VIX fell 11.2 per cent even as a widely followed retail sentiment survey held near 40 per cent bearish, a gap that has persisted for most of the past month.

Retail Investors Are More Afraid of the Hormuz War Than the Market Is

September 14, 2026

On the same trading session that a weekend tanker and pipeline strike pushed oil sharply higher, every other major asset shown here moved…

Oil Traded the Hormuz Attack Today. Every Other Market Traded the Fed Decision Coming Wednesday.

September 14, 2026

WTI crude climbed to a fresh high after an Iranian tanker was struck and a drone attack damaged a Saudi Arabian pipeline over the weekend,…

Oil Traded the Hormuz Attack Today. Every Other Market Traded the Fed Decision Coming Wednesday.

September 14, 2026