September 2026

WTI crude gained in nine of ten trading sessions through mid-September as a tanker war in the Strait of Hormuz widened into direct strikes on Saudi Arabian supply infrastructure.

The Week the Same Barrel of Oil Split the BoC From the Fed and the TSX From Its Own Energy Sector

September 12, 2026

The S&P/TSX Composite fell to a six-week low after a US procurement threat hit Canadian engineering and infrastructure names hard, with…

The TSX Fell to a Six-Week Low Thursday, and Oil Above $100 Could Not Stop It

September 11, 2026

WTI crude has climbed 25 per cent since mid-August as a tanker war in the Strait of Hormuz escalated, with US strikes on Iranian vessels…

The Tanker War in the Strait of Hormuz Just Repriced Every Canadian Energy Position

September 11, 2026

The gap between the Bank of Canada's and the US Federal Reserve's policy rates has narrowed sharply since January 2025, as the two central…

The BoC and the Fed Have Stopped Moving Together, and Oil Is the Reason Why

September 11, 2026

Canada Revenue Agency inflation data already published makes a $500 increase to the annual Tax-Free Savings Account limit mathematically…

The 2027 TFSA Limit Is Already Decided, and So Is the Capital Gains Question Behind It

September 11, 2026

The VIX has risen for four consecutive weeks as the Strait of Hormuz conflict drags on, even though shipping through the chokepoint has thinned sharply since the war began.

The VIX's Quiet Four-Week Climb Is a Textbook Case of Recency Bias in Reverse

September 11, 2026

The Government of Canada 10-year yield closed at a two-year high after retaliatory tariffs on $20 billion of American goods took effect…

The Same Barrel of Oil Just Pushed the Fed Toward a Hike and the TSX Toward a Rally

September 11, 2026

WTI crude has climbed more than 23 per cent over the past month as escalating tanker strikes near the Strait of Hormuz repeatedly disrupted shipping through the chokepoint.

The Same Barrel of Oil Just Pushed the Fed Toward a Hike and the TSX Toward a Rally

September 11, 2026

Six major markets diverged sharply in the same session Thursday, as WTI crude traded above $100 a barrel for the first time since May while…

Oil Crosses $100 While Gold Falls: The Cross-Asset Split Behind Thursday's Headlines

September 10, 2026

Canada's 10-year yield reached a fresh two-year-plus high Thursday, but Reuters and Investing.com now attribute the move to a global bond…

Canada's Bond Yield Hits a Fresh Two-Year High, But Not for the Reason Tuesday's Move Was

September 10, 2026

The Canadian dollar firmed to its strongest level in two weeks even as broad selling pulled the TSX to a five-week low, with the S&P 500…

TSX Falls to a Five-Week Low as Broad Selling Outweighs the Oil Rally's Support

September 10, 2026

Iran has claimed strikes on US tankers and warships this week, while the US says it hit ten Iranian tankers, as the two countries' conflict in the Persian Gulf escalates sharply.

The Tanker War Sent Oil Up 18%. The Canadian Dollar's Muted Response Is the Signal to Watch

September 10, 2026

The Bank of Canada held its policy rate at 2.25% on September 2, naming gasoline-driven inflation as its reason for caution, and crude has kept climbing since.

Oil's Post-Decision Surge Is Testing the Risk the Bank of Canada Just Flagged

September 10, 2026

Ottawa scrapped the capital gains inclusion rate increase in March 2025, but newly published federal revenue data shows what the abandoned measure was projected to cost taxpayers.

The Capital Gains Hike That Never Happened Still Cost Someone Real Money

September 10, 2026

The TSX Composite's pullback began the session after the Bank of Canada's September 2 rate hold and has continued as the tanker war between the US and Iran escalates.

Recency Bias Is Pulling Clients Into the Energy Rally at the Worst Possible Entry Point

September 10, 2026

Six major markets closed the same session with sharply different reactions to the day's news.

Six Markets, Six Different Reactions: The Same-Day Divergence Behind September 9's Headlines

September 9, 2026

Canada's 10-year yield has barely moved even as Brent crude broke above $100 a barrel this week after the US destroyed five Iranian tankers…

Canada's 10-Year Bond Yield Grinds to a Two-Year High While Oil Tops $100

September 9, 2026

Tuesday's selloff across major assets traced back to Friday's blowout US jobs report, which pushed Fed rate-hike odds for the September decision to 60% from an even split beforehand.

A Blowout US Jobs Report Pushed Fed Hike Odds to 60%. Tuesday's Selloff Was Canadian Bond Yields Catching Up

September 9, 2026

Iran-aligned Houthi forces struck three Saudi Aramco facilities this week, including the 400,000-barrel-per-day Jazan refinery, which Saudi Arabia halted afterward.

The Houthi Strikes on Saudi Oil Facilities Just Widened a Six-Month War From a Chokepoint to a Supply Source

September 9, 2026

August's job losses were concentrated outside manufacturing, which was the lone sector to add positions while business services, public…

Wage Growth Just Hit a Nine-Year Low, and Headline Inflation Is Running at 3%. The Bank of Canada Faces Its Hardest Read Yet

September 9, 2026

The rate used for family income-splitting loans has stayed flat while broader inflation pressure builds.

The 3% Prescribed Rate Has Held for Six Quarters, and the Window to Lock It In Is Narrowing

September 9, 2026

Both bearish and bullish sentiment now sit above their long run averages, an unusual split that Amos Tversky and Daniel Kahneman's availability heuristic helps explain.

Investors Are More Bearish and More Bullish Than Usual, and Tuesday's TSX Move Shows Why

September 9, 2026

Canadian yields held steady through three separate shocks this week, a global bond selloff, a hawkish Bank of Canada hold, and a dovish comment from a U.S.

The Week the Bank of Canada, a War, and the Fed Could Not Move Canadian Yields. A Jobs Report Did.

September 5, 2026

Gold fell even as an escalating Hormuz conflict intensified Tuesday, evidence that rising bond yields, not war headlines, are what is setting the tone across markets today.

Canada's Bond Market Shrugged Off a War for Months. A Tariff Order Just Broke It.

September 8, 2026