A disconnect has emerged between strong underlying earnings catalysts in the technology sector and market performance, which has been suppressed by geopolitical conflict in the Middle East.

While foundational AI research occurred in Canada, with two of the 'godfathers of AI' being Canadian, the commercialization and monetization of the technology has been a predominantly U.S. phenomenon.

The current financial system is in a much more resilient position than it was during the 2008 financial crisis due to major policy and regulatory initiatives implemented over the past decade.

Central banks are not well-equipped to handle the current economic environment, which is primarily shaped by supply-side shocks rather than demand-side issues.