This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Women's unprecedented financial power is driving a fundamental shift in how wealth is created, spent and transferred.

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

The Middle East conflict weighs on European stocks, but structural tailwinds present an opportunity. The European Central Bank is hawkish despite growth risks.

China’s export strength masks soft demand; Japanese equities attract investor rotation. Asian credit spreads are tight, so a selective approach is required.

The S&P/TSX climbs to record levels amid Iran tensions, tariff uncertainty. A technical recession masks encouraging signs in the Canadian economy.

There are catalysts for the bull market in stocks to persist. Bonds face a more challenging landscape.

Geopolitical events and oil prices have upended global bond markets and central bank policy expectations this year, but we see it as just the latest tree in a forest of reasons that has steadily driven bond yields higher.

Equity markets need the Strait of Hormuz reopened and the AI wave to play out as advertised. Both are plausible, neither guaranteed.