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

The Government of Canada 10-year yield closed at a two-year high Tuesday, and the move traces to the day's retaliatory tariff order rather…

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

September 8, 2026

Labour Day traces back to a failed 1872 strike by Toronto printers demanding a nine-hour workday; the walkout did not succeed, but the…

How Canada Decided Its Workers Deserved a Day

September 7, 2026

WTI crude climbed for a sixth straight session as Dow futures pointed 0.78% lower and the S&P 500 was set to open down 0.28%, a split between an oil-driven story and a separate U.S.

Dow Futures Fall 0.78% as Oil Climbs Toward $94, and Canadian Energy Is the Beneficiary

September 8, 2026

WTI crude has surged since Iran's attack on the Saudi-flagged tanker Sidr in the Strait of Hormuz, which killed two crew members and cut…

The Hormuz Attack That Killed Two Sailors Is Now a Canadian Currency Story

September 8, 2026

The Bank of Canada held its overnight rate for a seventh straight decision on September 2, the longest stretch without a move since the current cutting cycle began.

The Bank of Canada Has Held for Seven Straight Decisions, and Inflation Just Made the Eighth Harder

September 8, 2026

Canada's retaliatory tariffs on $27.6 billion of U.S.

Retaliatory Tariffs Took Effect Today, and One in Five Affected Businesses Say They Have Six Months

September 8, 2026

The TSX has broken its own recent volatility average in five of the last six sessions, a stretch triggered by Washington's tariffs on…

Why This Week Feels Worse Than the TSX Actually Performed

September 8, 2026

Two jobs reports landed minutes apart on the same Friday morning and pointed in opposite directions, with Canada shedding jobs while US hiring beat forecasts by a wide margin.

Six Markets Diverge in the Same Session as Canada and US Jobs Data Split

September 4, 2026

The Government of Canada 10-year yield eased from 3.798 percent, its level right after the Bank of Canada's September 2 decision, as bond…

Government of Canada 10-Year Yield Eases to 3.775% After August Jobs Miss

September 4, 2026

A blowout US payrolls report showing 162,000 new jobs, far above the roughly 58,000 consensus estimate, reversed a rate-cut narrative built…

US Employers Added 162,000 Jobs in August, Blowing Past Estimates and Undercutting the Week's Gold Rally

September 4, 2026

Strikes intercepted near Kuwait have widened the conflict zone along a waterway that normally carries about one-fifth of global oil…

Oil Is Up 7% Since Mid-August as Kuwait Enters the Blast Radius, and the Tail Risk Is Becoming the Base Case

September 4, 2026

Canada shed 41,700 jobs in August against expectations for a gain of roughly 15,000, one of the sharpest misses of the year and a reversal…

Canada Lost 41,700 Jobs in August, Two Days After the Bank of Canada Signalled It Might Hike

September 4, 2026