Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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Edmonton - Global Insight 2026 Outlook Canada

Global Insight 2026 Outlook: Canada

We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.

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