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

New rules

February 7, 2024

How will the rest of this current rate cycle from the BoC compare with previous ones? In short, we expect more things to differ than to stay the same.

Macroeconomic Outlook

Hitting tipping points

December 12, 2023

The global economic growth backdrop has continued to slow as the lagged impact of aggressive central bank interest rate hikes continue to build alongside a continued squeeze on household purchasing power from the earlier rise in food and energy prices.

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Financial Markets

Macroeconomic Outlook