An in-depth analysis of the key drivers of economic activity in Canada and the US including a discussion of global factors that will affect these near term forecasts.

A forward-looking analysis of Canadian, U.S. and international financial market trends including interest rate and currency forecasts.

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Financial Markets Monthly

BoC and the Fed, you gotta keep ‘em separated

April 10, 2024

A resilient U.S. economy and signs of reacceleration in inflation look likely to derail Fed plans to cut interest rates by 75 basis points this year – we now look for just one 25 basis point cut in December.

Macroeconomic Outlook

Canadian economic slowdown is not over

March 12, 2024

The Canadian economy is still slowing as the lagged impact of earlier interest rate increases materialize. Gross domestic product edged...

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Financial Markets

Macroeconomic Outlook