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

Don’t stop me now – rate cuts to multiply from the BoC, ECB and the BoE

October 10, 2024

The stronger-than-expected September U.S. payroll report left the economy on track for the historically elusive ‘soft landing’ and reduced urgency for the Fed to repeat a 50-basis point rate cut.

Macroeconomic Outlook

Falling inflation, rising jobless rate usher in easing cycles in Canada and abroad

September 18, 2024

The Canadian economy has continued to underperform global peers with declines in per-capita output in seven of the last eight quarters.

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Financial Markets

Macroeconomic Outlook