CIBC Economic Commentary and Research
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831Canada and the US: The six-sided die (Forecast)
Sep 14, 2026
Interest Rate & FX Forecast
Sep 11, 2026
Economic Update
Sep 11, 2026
Canadian trade (July): Starting to wane (Econ Flash)
Sep 03, 2026
Bank of Canada: More waiting and seeing (Econ Flash)
Sep 02, 2026
The truth about capital spending (In Focus, Podcast)
Sep 01, 2026
We need to talk (The Week Ahead)
Aug 28, 2026
Economic Indicators Guidebook
Aug 27, 2026
Canada-US Trade: Talks Break Down, Tariffs Headed Up as the Tit-for-Tat Trade War Escalates
Aug 24, 2026
Canada-US Trade: Talks Break Down, Tariffs Headed Up as the Tit-for-Tat Trade War Escalates
Aug 23, 2026
Will the Midterms Matter? (The Week Ahead)
Aug 21, 2026
The fog of non-war (The Week Ahead)
Aug 14, 2026
Neutrality across the border: A narrowing in the Canada-US neutral rate gap ahead (In Focus)
Aug 05, 2026
Still USD Lower (Monthly FX Outlook)
Aug 04, 2026
US Q2 GDP: Consumers back in the driver's seat
Jul 30, 2026
The illusion of strength (The Week Ahead)
Jul 17, 2026
US retail sales (June): Headline decelerated, but control group still resilient (Econ Flash)
Jul 16, 2026
US CPI (June): A welcome deceleration (Econ Flash)
Jul 14, 2026
Quantifying the AI hit to US inflation (In Focus)
Jul 09, 2026
Mind the gap: How much has Canada's lagging productivity hit living standards? (In Focus, Podcast)
Jun 30, 2026
Ditch the dots (The Week Ahead)
Jun 26, 2026
Monthly FX Outlook
Jun 26, 2026
Interest Rate & FX Forecast
Jun 24, 2026
Canadian CPI (May): Old news (Econ Flash)
Jun 22, 2026
Tax deductibility, not rent control, is the right way to support renters (The Week Ahead)
Jun 19, 2026
Kevin Warsh's sticky problem (In Focus)
Jun 15, 2026
Bank of Canada: Waiting and seeing (Econ Flash)
Jun 10, 2026
Diversification du commerce: une bonne idee, mais qui ne change pas la donne (Le Point)
Jun 08, 2026
The "consecutive" question (The Week Ahead)
Jun 05, 2026
Economic Update
Jun 02, 2026
Your fortress or mine (The Week Ahead)
May 29, 2026
Interest Rate & FX Forecast
May 26, 2026
The squeeze from Treasuries (The Week Ahead)
May 22, 2026
Just Another Couple Weeks... (Monthly FX Outlook)
May 19, 2026
Economic Update
May 12, 2026
Mr. Warsh goes to Washington (The Week Ahead)
May 08, 2026
Time is money...sometimes (The Week Ahead)
May 01, 2026
Interest Rate & FX Forecast
Apr 30, 2026
Canadian GDP (Feb, Mar/Q1 advance): Far from running on all cylinders (Econ Flash) (Opens in a new window)
Apr 30, 2026
Navigating economic shifts: Canadian fiscal update and central bank decisions (In Focus, Podcast)
Apr 30, 2026
US Q1 GDP: Government re-opening and AI roll out drive rebound (Econ Flash) (Opens in a new window)
Apr 30, 2026
Interest Rate & FX Forecast (Opens in a new window)
Apr 30, 2026
Newfoundland & Labrador budget 2026
Apr 29, 2026
Bank of Canada: Standing on guard against two-way risks (Econ Flash) (Opens in a new window)
Apr 29, 2026
Canadian retail sales (Feb, Mar adv); Spending before the squeeze (Econ Flash) (Opens in a new window)
Apr 24, 2026
Should we include all unemployed high-school students in unemployment stats? (In Focus) (Opens in a new window)
Apr 23, 2026
US retail sales (Mar): Consumers unfazed by higher pump prices (Econ Flash) (Opens in a new window)
Apr 21, 2026
What to expect when you're expecting expectations (The Week Ahead) (Opens in a new window)
Apr 17, 2026
Oil shocks and the economy: The base case and other scenarios (In Focus, Podcast) (Opens in a new window)
Apr 16, 2026
Canadian trade (Feb): Imports glitter more than exports (Econ Flash) (Opens in a new window)
Apr 02, 2026
US retail sales (Feb): Resilient, but not expected to last (Econ Flash) (Opens in a new window)
Apr 01, 2026
Canadian GDP (Jan, Feb. advance): Not great, but not as bad as expected (Econ Flash) (Opens in a new window)
Mar 31, 2026
Ontario budget 2026 (Opens in a new window)
Mar 26, 2026
Manitoba budget 2026 (Opens in a new window)
Mar 24, 2026
Canadian retail sales (Jan, Feb adv); Solid start to the year (Econ Flash) (Opens in a new window)
Mar 20, 2026
Should we take Statistics Canada's population projections to the bank? (In Focus) (Opens in a new window)
Mar 19, 2026
Saskatchewan budget 2026 (Opens in a new window)
Mar 18, 2026
Quebec budget 2026 (Opens in a new window)
Mar 18, 2026
Bank of Canada: On the one hand, on the other hand (Econ Flash) (Opens in a new window)
Mar 18, 2026
NB Budget 2026 (Opens in a new window)
Mar 17, 2026
Economic Update (Opens in a new window)
Mar 17, 2026
Interest Rate & FX Forecast (Opens in a new window)
Mar 17, 2026
Canadian CPI (Feb): "Before" picture of inflation looks ideal (Econ Flash) (Opens in a new window)
Mar 16, 2026
No comment (The Week Ahead) (Opens in a new window)
Mar 13, 2026
Canadian employment (Feb): Taking a worrisome turn (Econ Flash) (Opens in a new window)
Mar 13, 2026
Canadian trade (Jan): Not good, but not as bad as advertised (Econ Flash) (Opens in a new window)
Mar 12, 2026
US CPI (Feb): Steady ahead of the war-induced surge in energy (Econ Flash) (Opens in a new window)
Mar 11, 2026
War, oil and inflation: Thumbing through some rules of thumb (The Week Ahead) (Opens in a new window)
Mar 06, 2026
US Non-farm payrolls (Feb): A reversal of strength (Econ Flash) (Opens in a new window)
Mar 06, 2026
Economic implications of the war in Iran: Impressions in the early days (In Focus, Podcast) (Opens in a new window)
Mar 03, 2026
Reducing the "Motherhood Penalty": Some progress, but room to do more (In Focus) (Opens in a new window)
Mar 02, 2026
Alberta budget 2026 (Opens in a new window)
Feb 26, 2026
Nova Scotia budget 2026 (Opens in a new window)
Feb 23, 2026
Canadian retail sales (Dec, Jan adv); A small backstep then a leap forward (Econ flash) (Opens in a new window)
Feb 20, 2026
Supreme Court tariff ruling and implications for Canada (Econ flash) (Opens in a new window)
Feb 20, 2026
US Q4 GDP: A modest deceleration in underlying demand (Econ flash) (Opens in a new window)
Feb 20, 2026
British Columbia budget 2026 (Opens in a new window)
Feb 18, 2026
Canadian CPI (Jan): Quietly softening over the last six months (Econ flash) (Opens in a new window)
Feb 17, 2026
US CPI (Jan): Fed to continue its wait-and-see approach (Econ flash) (Opens in a new window)
Feb 13, 2026
Interest Rate & FX Forecast (Opens in a new window)
Feb 11, 2026
Interest Rate & FX Forecast
Feb 11, 2026
Is dollar debasement even a thing? (The Week Ahead)
Feb 06, 2026
A Series of USD Downside Events (Monthly FX Outlook)
Feb 06, 2026
Not the Warsht pick, but... (The Week Ahead)
Jan 30, 2026
Is No "K" OK for Canada? (The Week Ahead)
Jan 23, 2026
Canadian CPI (Dec): A mixed bag (Econ Flash)
Jan 19, 2026
Economic Update
Jan 15, 2026
Interest Rate & FX Forecast
Jan 15, 2026
Canadian labour market: Could we really run out of room before year-end? (Economic Insights)
Jan 15, 2026
Monetary Moves: Decoding the BoC and Fed Strategies in Today's Environment (In Focus, Podcast)
Jan 13, 2026
Patience for this patient (The Week Ahead)
Jan 09, 2026
Central Banks' Meeting Schedules 2026
Jan 09, 2026
Interest Rate & FX Forecast
Jan 05, 2026
US Non-farm payrolls: A wrong turn (Econ Flash)
Dec 16, 2025
Canadian CPI (Nov): Push and pull (Econ Flash)
Dec 15, 2025
Canada's 2026 Outlook: Inflation, Bank of Canada Policy, and Housing (In Focus, Podcast)
Dec 12, 2025
The Carney Man Can (remix) (The Week Ahead)
Dec 12, 2025
Doubling up (In Focus)
Dec 11, 2025
Pushing back on cost-push inflation (In Focus)
Dec 08, 2025
Exit through the gift shop (2026 Year Ahead Outlook)
Dec 01, 2025
Interest Rate & FX Forecast
Nov 28, 2025
US retail sales (Sep): A breather (Econ Flash)
Nov 25, 2025
Tariffs: Not a San Francisco Treat (The Week Ahead)
Nov 21, 2025
Taking risk seriously, again (The Week Ahead)
Nov 14, 2025
Federal budget 2025: Your Patience is Appreciated
Nov 04, 2025
Nothing we can do, or is there? (The Week Ahead)
Oct 31, 2025
Canada's student immigration surge: Neither a blessing, nor a curse (In Focus, Podcast)
Oct 28, 2025
Precipices, cliffs or otherwise (The Week Ahead)
Oct 24, 2025
US CPI (Sep): Tame across the board (Econ Flash)
Oct 24, 2025
What Professor Gold is teaching us (The Week Ahead)
Oct 10, 2025
Currently Out of Office (Monthly FX Outlook)
Oct 10, 2025
Our top pick (The Week Ahead)
Oct 03, 2025
Navigating Uncertainty: Inflation, Interest Rates, and Growth Challenges in Canada (In Focus, Podcast)
Oct 02, 2025
Fiscal Physics (The Week Ahead)
Sep 26, 2025
A soft landing, but ample tail risks (Forecast)
Sep 24, 2025
Interest rate & FX forecast
Sep 24, 2025
Economic update
Sep 24, 2025
Sooner or later? (The Week Ahead)
Sep 19, 2025
Unlocking the Housing Puzzle: Immigration, Rentals, and the Affordability Crisis (In Focus, Podcast)
Sep 19, 2025
Bank of Canada: One step at a time (Econ Flash)
Sep 17, 2025
Fed announcement: A dotted landscape (Econ Flash)
Sep 17, 2025
Canadian CPI (August): A done deal? (Econ Flash)
Sep 16, 2025
The housing market - where are we? (In Focus)
Sep 11, 2025
That Meddling Fed (Monthly FX Outlook)
Sep 09, 2025
What's behind door number one? (The Week Ahead)
Aug 29, 2025
Trump has a point, up to a point (The Week Ahead)
Jul 04, 2025
And Now, Back to USD Selling (Monthly FX Outlook)
Jun 27, 2025
Questioning the narrative (The Week Ahead)
Jun 27, 2025
China is not blinking (The Week Ahead)
Jun 20, 2025
Fed announcement: In the eye of the storm?
Jun 18, 2025
The price of progress (The Week Ahead)
Jun 13, 2025
Economic Update
Jun 09, 2025
Interest Rate & FX Forecast
Jun 09, 2025
Different strokes for different folks (Forecast)
Jun 09, 2025
Not yet America's Minsky Moment (The Week Ahead)
Jun 06, 2025
Bank of Canada: Not now, maybe later (Econ Flash)
Jun 04, 2025
Balance Sheets Over Data (Monthly FX Outlook)
Jun 03, 2025
Another shoe to drop? (The Week Ahead)
May 30, 2025
Guns N' Roses (In Focus)
May 28, 2025
Canadian CPI (April): Diverging signals (Econ Flash)
May 20, 2025
Services, baby, services (The Week Ahead)
May 16, 2025
Ontario budget 2025
May 15, 2025
Interest Rate & FX Forecast
Feb 11, 2025
Watch the other House, not the White one
Feb 07, 2025
US Non-farm payrolls: More reason to be patient
Feb 07, 2025
Canadian employment
Feb 07, 2025
Canadian trade
Feb 05, 2025
Retaliation 101
Jan 31, 2025
Canadian GDP
Jan 31, 2025
US Q4 GDP: Underlying pace of growth still around 3%
Jan 30, 2025
Bank of Canada: Not too sure, for good reason
Jan 29, 2025
Fed announcement: Good things come to those who wait
Jan 29, 2025
Green shoots and storm clouds
Jan 24, 2025
Canadian retail sales
Jan 23, 2025
NPRs: Short-term pain, long-term gain
Jan 23, 2025
Canadian CPI
Jan 21, 2025
In praise of the Fed
Jan 17, 2025
US Retail sales
Jan 16, 2025
US CPI
Jan 15, 2025
T Minus 10 Days
Jan 10, 2025
Canadian employment
Jan 10, 2025
US Non-farm payrolls: Are we past the bottom?
Jan 10, 2025
Gonna hurt you more than it hurts me
Jan 10, 2025
Interest rate and FX forecast
Jan 03, 2025
Canadian GDP
Dec 23, 2024
Canadian retail sales
Dec 20, 2024
The case for longing the long end
Dec 20, 2024
Fed announcement: Fuzzy wuzzy was a Hawk
Dec 18, 2024
US Retail sales
Dec 17, 2024
Canadian CPI
Dec 17, 2024
What's in store for the economy and markets in 2025?
Dec 17, 2024
Federal economic and fiscal update: Not a big splash
Dec 16, 2024
Everybody,
Dec 13, 2024
US CPI
Dec 11, 2024
Bank of Canada: Done with the big guns
Dec 11, 2024
Interest rate and FX forecast
Dec 10, 2024
Why not?
Dec 06, 2024
US Non-farm payrolls: A jump that wasn't a pick-up
Dec 06, 2024
Canadian employment
Dec 06, 2024
US Deficits and Tariffs: Clues from Trump's Nominees
Dec 04, 2024
Canadian GDP
Nov 29, 2024
Reading the "T" leaves
Nov 29, 2024
Trump tariff threat: A border issue, not
Nov 26, 2024
Whatever it takes
Nov 25, 2024
Provincial outlook: New year bringing new challenges
Nov 25, 2024
Canadian retail sales
Nov 22, 2024
A few billion doesn't buy you much these days
Nov 22, 2024
Canadian CPI
Nov 19, 2024
US Retail sales
Nov 15, 2024
The Taylor Rule
Nov 15, 2024
US CPI
Nov 13, 2024
Canadian employment
Nov 08, 2024
Living up to your potential
Nov 08, 2024
Economic and interest rate forecast
Nov 07, 2024
In a good place
Nov 07, 2024
Canadian trade
Nov 05, 2024
The morning after
Nov 01, 2024
Canadian GDP
Oct 31, 2024
US Q3 GDP: 3% is the new 2%
Oct 30, 2024
Some Monday morning quarterbacking...on a Friday
Oct 25, 2024
Canadian retail sales
Oct 25, 2024
Bank of Canada: A bolder step on a more certain road
Oct 23, 2024
A new model - Modular temporary housing
Oct 22, 2024
A new model - Modular temporary housing
Oct 22, 2024
I call your 50, or raise you to 75?
Oct 18, 2024
US Retail sales
Oct 17, 2024
Who has the most room to run?
Oct 16, 2024
Canadian CPI
Oct 15, 2024
Could fiscal follies foil the Fed?
Oct 11, 2024
Canadian employment
Oct 11, 2024
Canadian trade
Oct 08, 2024
Interest rate and exchange rate forecast
Oct 07, 2024
The Fed's new kink
Oct 04, 2024
Economic update
Oct 01, 2024
Entering a Lower Range in the USD
Oct 01, 2024
Canadian GDP
Sep 27, 2024
Revisionist history
Sep 27, 2024
The meaning beyond the median
Sep 20, 2024
Canadian retail sales driven higher in July
Sep 20, 2024
Fed takes giant leap, hints at smaller steps ahead
Sep 18, 2024
Canadian CPI
Sep 17, 2024
US Retail sales
Sep 17, 2024
Mortgage changes only half the battle
Sep 17, 2024
That other macro toolkit
Sep 13, 2024
Declaring victory, reaping the rewards
Sep 12, 2024
Economic update
Sep 12, 2024
Economic and interest rate forecast
Sep 12, 2024
US CPI: OER you serious right now?
Sep 11, 2024
Savings grace: Is a higher savings rate protecting homeowners from upcoming mortgage renewals?
Sep 09, 2024
An oldie but goodie
Sep 06, 2024
Commodities: "meh" is the message
Aug 23, 2024
Canadian retail sales
Aug 23, 2024
Canadian CPI
Aug 20, 2024
US Recession fears: A picture book
Aug 20, 2024
What's up with Canadian wage inflation?
Aug 16, 2024
US Retail sales
Aug 15, 2024
US CPI: Victory on price stability in sight
Aug 14, 2024
Economic update
Aug 13, 2024
US Recession fears and implications
Aug 12, 2024
Canadian employment
Aug 09, 2024
When the facts change
Aug 09, 2024
Awaiting Calm
Aug 09, 2024
Interest rate and FX forecast
Aug 06, 2024
Canadian trade
Aug 06, 2024
The AI future, judging by the past
Aug 02, 2024
Fed announcement: Words spoke louder than actions
Jul 31, 2024
Canadian GDP
Jul 31, 2024
Economic and interest rate forecast
Jul 29, 2024
Shoulda, woulda, coulda?
Jul 26, 2024
US Q2 GDP: Not too hot, not too cold
Jul 25, 2024
GTA condo investment: Challenging times
Jul 25, 2024
Bank of Canada: Two in a row with more to go
Jul 24, 2024
The unredacted Bank of Canada
Jul 19, 2024
Canadian retail sales
Jul 19, 2024
Economic update
Jul 18, 2024
US Retail sales
Jul 16, 2024
Canadian CPI
Jul 16, 2024
Trump cards
Jul 12, 2024
US CPI: Party time
Jul 11, 2024
Seeking shelter from shelter inflation
Jul 11, 2024
Political tides and the bond market
Jul 05, 2024
Canadian employment
Jul 05, 2024
Canadian trade
Jul 03, 2024
Inflation and Politics in Focus Into H2
Jul 02, 2024
Weather forecasts and weather vanes
Jun 28, 2024
Canadian GDP
Jun 28, 2024
Canadian CPI
Jun 25, 2024
Canadian CPI
Jun 25, 2024
Gifting for down payments - an update
Jun 25, 2024
Canadian retail sales
Jun 21, 2024
Slowing population growth? Not so fast
Jun 21, 2024
Evaluating the BoC's maneuvering room
Jun 19, 2024
US Retail sales
Jun 18, 2024
Economic and interest rate forecast
Jun 17, 2024
Striking out the BoC?
Jun 14, 2024
US CPI: Unambiguously good news
Jun 12, 2024
Fed announcement: One or two?
Jun 12, 2024
US Non-farm payrolls: More reasons to wait and see
Jun 07, 2024
Make Data Great Again
Jun 07, 2024
Canadian employment
Jun 07, 2024
Canadian trade
Jun 06, 2024
Bank of Canada: A first step down
Jun 05, 2024
How far can the BoC diverge from the Fed?
Jun 04, 2024
Rate Divergence Begins
Jun 03, 2024
Canadian GDP: A thaw, but not basking in the sun
May 31, 2024
The first cut isn't the deepest
May 31, 2024
Who do you believe?
May 24, 2024
Canadian retail sales
May 24, 2024
Provincial finances: Friends turning into foes
May 23, 2024
Food for thought on Canadian fundamentals
May 22, 2024
Canadian CPI
May 21, 2024
You are what you eat
May 17, 2024
US Retail sales
May 15, 2024
Canadian employment
May 10, 2024
A risk to the loonie, but not THAT one
May 10, 2024
US Non-farm payrolls: It's the government's fault!
May 03, 2024
Canadian trade
May 02, 2024
Fed announcement: Jay-P's data state of mind
May 01, 2024
Emerging and Diverging
May 01, 2024
Canadian GDP
Apr 30, 2024
Are we too well-housed for our own good?
Apr 26, 2024
US Q1 GDP: Shifting into a lower gear?
Apr 25, 2024
Still work to be done to spur rental supply
Apr 24, 2024
Economic and interest rate forecast
Apr 24, 2024
Canadian retail sales
Apr 24, 2024
6...5...4...3...2...?
Apr 19, 2024
Federal budget 2024: buying on an installment plan
Apr 16, 2024
Canadian CPI
Apr 16, 2024
Are tax hikes also certain?
Apr 12, 2024
US CPI: Another disappointing one for the Fed
Apr 10, 2024
Bank of Canada: Moving slowly towards cuts
Apr 10, 2024
Your rent is due...to decelerate
Apr 05, 2024
Economic and interest rate forecast
Apr 05, 2024
The neutral rate: Why one size doesn't fit all
Apr 05, 2024
Canadian employment
Apr 05, 2024
US Non-farm payrolls: Fed to cut three times in 2024
Apr 05, 2024
Canadian trade
Apr 04, 2024
Manitoba budget 2024
Apr 02, 2024
A Different Cadence
Apr 02, 2024
1995 - Deja Vu
Apr 02, 2024
Where are we headed? The case for deja vu
Apr 02, 2024
Canadian GDP
Mar 28, 2024
Ontario budget 2024
Mar 26, 2024
Who needs a bigger dose?
Mar 22, 2024
An uneven start to 2024 for Canadian retail sales
Mar 22, 2024
Out of sync views on the US economy
Mar 21, 2024
Newfoundland & Labrador budget 2024
Mar 21, 2024
Fed announcement: Easy Does It
Mar 20, 2024
Saskatchewan budget 2024
Mar 20, 2024
New Brunswick budget 2024
Mar 19, 2024
Canadian CPI
Mar 19, 2024
Why so sad?
Mar 15, 2024
US Retail sales: Some signs of fatigue
Mar 14, 2024
US CPI: Disappointing news for the Fed
Mar 12, 2024
Quebec budget 2024
Mar 12, 2024
Searching for vulnerabilities
Mar 11, 2024
Canadian employment
Mar 08, 2024
Wagers on wages
Mar 08, 2024
Canadian trade
Mar 07, 2024
Bank of Canada: not today, and that's all for now
Mar 06, 2024
Leaping Into March
Mar 01, 2024
Why Finance Ministers are still sweating it
Mar 01, 2024
Alberta budget 2024
Feb 29, 2024
Nova Scotia budget 2024
Feb 29, 2024
Prince Edward Island budget 2024
Feb 29, 2024
Canadian GDP: Playing catch up
Feb 29, 2024
Head fake
Feb 23, 2024
British Columbia budget 2024
Feb 22, 2024
Canadian GDP: Still some low-hanging fruit to pick
Feb 21, 2024
Canadian CPI
Feb 20, 2024
Let's talk about the weather
Feb 16, 2024
Economic update
Feb 15, 2024
US Retail sales: A well-deserved breather
Feb 15, 2024
Provincial economic outlook: An unequal slowing
Feb 13, 2024
US CPI: Fed more comfortable easing in H2 2024
Feb 13, 2024
Decoupling from China? Not so fast
Feb 09, 2024
Canadian employment
Feb 09, 2024
Canadian trade swings back into deficit territory
Feb 07, 2024
The housing crisis is a planning crisis
Feb 06, 2024
Mick Jagger monetary policy
Feb 02, 2024
US Non-farm payrolls: Good news is good news again!
Feb 02, 2024
Where is Canadian monetary policy headed? A discussion with former Deputy Governor Paul Beaudry
Jan 31, 2024
Canadian GDP
Jan 31, 2024
Positive Tension
Jan 30, 2024
What dentists and US economists share
Jan 26, 2024
US Q4 GDP: Ending the year with a bang
Jan 25, 2024
Bank of Canada signals relief, but not just yet
Jan 24, 2024
Inflationary buffet
Jan 19, 2024
Canadian retail sales seesaw in November
Jan 19, 2024
Canadian CPI
Jan 16, 2024
Grading on an easier curve
Jan 12, 2024
US CPI: More progress but at a slower pace
Jan 11, 2024
Canadian trade
Jan 09, 2024
Economic and interest rate forecast
Jan 08, 2024
Economic update
Jan 08, 2024
US Non-farm payrolls: Solid end to 2023
Jan 05, 2024
Canadian employment
Jan 05, 2024
Fast fashion
Jan 05, 2024
A New Year's resolution for central banks
Dec 22, 2023
Canadian GDP
Dec 22, 2023
Canadian retail sales
Dec 21, 2023
Canadian CPI
Dec 19, 2023
2024 Central Banks' Meeting Schedules
Dec 18, 2023
Our two song parodies for two generations
Dec 15, 2023
Economic and interest rate forecast
Dec 13, 2023
Economic update
Dec 13, 2023
Fed announcement: It's working!
Dec 13, 2023
The era of easy profits is over
Dec 13, 2023
US CPI: More reason for the Fed to stay on hold
Dec 12, 2023
Hope for renters, eventually
Dec 08, 2023
US Non-farm payrolls: Raising some eyebrows
Dec 08, 2023
Bank of Canada toasts some small victories
Dec 06, 2023
Canadian trade
Dec 06, 2023
Yes, we have some bananas
Dec 01, 2023
Canadian employment
Dec 01, 2023
Canadian retail sales driven higher in September
Nov 24, 2023
Jobs aplenty. Output? Not so much.
Nov 24, 2023
Bigger isn't always better
Nov 22, 2023
All's well that ends well
Nov 22, 2023
Trying times
Nov 22, 2023
Making a statement with the mid-year statement
Nov 21, 2023
Canadian CPI
Nov 21, 2023
Tackle, not touch
Nov 17, 2023
US CPI: Fed likely to be pleased by further progress
Nov 14, 2023
Canadian inflation: A sticky situation?
Nov 10, 2023
Bittersweet Cacophony
Nov 07, 2023
Canadian trade
Nov 07, 2023
Canadian employment
Nov 03, 2023
US Non-farm payrolls: Losing a little sizzle
Nov 03, 2023
Canadian GDP
Oct 31, 2023
Economic and interest rate forecast
Oct 27, 2023
Economic update
Oct 27, 2023
All good things...
Oct 27, 2023
US Q3 GDP: Proving its mettle once again
Oct 26, 2023
A penny saved
Oct 20, 2023
Economic and interest rate forecast
Oct 18, 2023
Canadian CPI
Oct 17, 2023
A broken record
Oct 13, 2023
US CPI: We expect the Fed to raise rates in December
Oct 12, 2023
USD - On Fire for Longer
Oct 12, 2023
Variable lags
Oct 06, 2023
Canadian employment
Oct 06, 2023
Canadian trade
Oct 05, 2023
Canadian GDP
Sep 29, 2023
When the Fed says jump, we say, how high?
Sep 29, 2023
The least bad
Sep 22, 2023
Canadian CPI
Sep 19, 2023
Ask not what your Fed will do for you
Sep 15, 2023
US Retail sales: Summer spending vibe isn't done yet
Sep 14, 2023
Economic forecast table
Sep 13, 2023
Interest rate and exchange rate forecast
Sep 13, 2023
Wait until next year
Sep 13, 2023
US CPI: Somewhere between a boil and a gentle simmer
Sep 13, 2023
A 'Higher for Longer' US Dollar
Sep 08, 2023
Canadian employment
Sep 08, 2023
Will oil energize inflation again?
Sep 08, 2023
Canadian trade
Sep 06, 2023
What would Fallstaff do?
Sep 01, 2023
Canadian GDP: growth is hardly on fire
Sep 01, 2023
Counting heads in Canada - a conundrum
Aug 30, 2023
Sahm's Club, Canadian style
Aug 25, 2023
Canadian retail sales are no match for US boom
Aug 23, 2023
GDPnow...wow!?
Aug 18, 2023
Canadian CPI
Aug 15, 2023
The China Syndrome
Aug 11, 2023
Canadian consumer: Cracks beginning to show
Aug 09, 2023
Economic Forecast
Aug 09, 2023
Interest rate and exchange rate forecast
Aug 09, 2023
Canadian trade
Aug 08, 2023
Still living the high life?
Aug 04, 2023
Canadian employment
Aug 04, 2023
Datapoint by Datapoint
Aug 03, 2023
Canadian GDP
Jul 28, 2023
Some hard truths about soft landings
Jul 28, 2023
US Q2 GDP: Challenging the Fed
Jul 27, 2023
Fed announcement: on the fence
Jul 26, 2023
A biased bank
Jul 21, 2023
Interest rate and exchange rate forecast
Jul 21, 2023
Canadian retail
Jul 21, 2023
Canadian CPI
Jul 18, 2023
The risks from the rear view mirror
Jul 14, 2023
US CPI: a cooler start to the summer
Jul 12, 2023
Bank of Canada: Even more to come?
Jul 12, 2023
Canadian employment
Jul 07, 2023
Tipping the scales
Jul 07, 2023
Canadian trade
Jul 06, 2023
Canadian GDP
Jun 30, 2023
Are rate hikes really not working?
Jun 30, 2023
Canadian CPI
Jun 27, 2023
Parsing Canada's productivity gap
Jun 26, 2023
Time to waive or defer HST on purpose-built rentals
Jun 23, 2023
Canadian retail
Jun 21, 2023
What would an AI-based central bank do?
Jun 16, 2023
US Retail sales cool in May
Jun 15, 2023
Fed lays the groundwork for further tightening
Jun 14, 2023
Canadian immigration and inflation: It's complicated
Jun 14, 2023
US CPI cooling supports Fed inaction tomorrow
Jun 13, 2023
Rethinking Canadian fiscal policy
Jun 12, 2023
Economic forecast
Jun 12, 2023
Blame Canada
Jun 09, 2023
Canadian employment
Jun 09, 2023
There, and Back Again...
Jun 08, 2023
Bank of Canada does some fine tuning
Jun 07, 2023
A warning now, a speeding ticket next time?
Jun 02, 2023
Canadian GDP: Stronger and broader than expected
May 31, 2023
Condo investment in the GTA
May 29, 2023
Prince Edward Island budget 2023
May 26, 2023
Crunch time
May 26, 2023
Canadian retail
May 19, 2023
Squeezing on the balloon
May 19, 2023
US Retail sales
May 16, 2023
Canadian CPI
May 16, 2023
After you, Chairman Powell
May 12, 2023
US CPI
May 10, 2023
US Employers still paying up
May 05, 2023
Can you solve the neutral rate challenge?
May 05, 2023
Canadian employment
May 05, 2023
Canadian trade
May 04, 2023
Fed sets the stage for a pause
May 03, 2023
Canadian GDP
Apr 28, 2023
If you don't know where you're going
Apr 28, 2023
US Q1 GDP: Strength beneath the headline
Apr 27, 2023
The other government shutdown
Apr 21, 2023
Canadian retail
Apr 21, 2023
Will higher rates break the consumer's back?
Apr 19, 2023
Interest rate and exchange rate forecast
Apr 19, 2023
Canadian CPI
Apr 18, 2023
Getting a bigger slice of the trade pie
Apr 17, 2023
Pay watch
Apr 14, 2023
US dollar gives up its throne
Apr 13, 2023
US CPI
Apr 12, 2023
US Labor market: cooler, but not cold
Apr 07, 2023
Canadian employment
Apr 06, 2023
How bad is the good news?
Apr 06, 2023
Canadian trade
Apr 05, 2023
Let's get real
Apr 04, 2023
Le climat d'incertitude
Apr 04, 2023
Canadian GDP
Mar 31, 2023
The climate of uncertainty
Mar 31, 2023
Canadian retail
Mar 24, 2023
Canada's Federal Budget: A Readers Guide
Mar 24, 2023
Nova Scotia budget 2023
Mar 23, 2023
Ontario Budget 2023
Mar 23, 2023
Newfoundland & Labrador budget 2023
Mar 23, 2023
Fed decides to walk and chew gum at the same time
Mar 22, 2023
Saskatchewan budget 2023
Mar 22, 2023
Quebec budget 2023
Mar 21, 2023
New Brunswick Budget 2023
Mar 21, 2023
Canadian CPI
Mar 21, 2023
The pain threshold
Mar 17, 2023
Unhappy in its own way
Mar 15, 2023
US Retail sales: control group extends strength
Mar 15, 2023
Interest rate and exchange rate forecast
Mar 15, 2023
The carrot and the stick
Mar 10, 2023
Canadian employment
Mar 10, 2023
US Labor market: Cracks beneath the surface
Mar 10, 2023
Canadian trade
Mar 08, 2023
Bank of Canada keeps its eyes on the home front
Mar 08, 2023
Manitoba Budget 2023
Mar 07, 2023
The rise and
Mar 06, 2023
Monkey see, monkey not do
Mar 03, 2023
British Columbia budget 2023
Feb 28, 2023
Alberta Budget 2023
Feb 28, 2023
Canadian GDP: A surprise stall
Feb 28, 2023
Dollar weakening delayed
Feb 27, 2023
Wage pressures not as inflationary as perceived
Feb 23, 2023
Canadian CPI
Feb 21, 2023
Canadian retail
Feb 21, 2023
Time to throw in the towel?
Feb 17, 2023
Economic update
Feb 16, 2023
Interest rate and exchange rate forecast
Feb 16, 2023
US Retail sales: Fireworks to start the New Year
Feb 15, 2023
Forecast Table
Feb 14, 2023
Canadian employment
Feb 10, 2023
A reprieve or a stay of execution?
Feb 10, 2023
Canadian trade deficit narrowed slightly in December
Feb 07, 2023
A jolt from the JOLTS?
Feb 03, 2023
US Labor market starts the new year with a bang
Feb 03, 2023
FOMC Announcement
Feb 01, 2023
Canadian GDP
Jan 31, 2023
The case of contradicting conditions
Jan 27, 2023
US Q4 GDP: Slowing beneath the headlines
Jan 26, 2023
Bank of Canada: Moving onto the sidelines
Jan 25, 2023
USD to fall out of favour over 2023
Jan 23, 2023
Canadian retail
Jan 20, 2023
Canadian CPI
Jan 17, 2023
"Transitory" wasn't ALL wrong
Jan 13, 2023
US inflation: Extending the good news
Jan 12, 2023
Interest rate and exchange rate forecast
Jan 11, 2023
In sickness and in "health": Canada's labour market
Jan 11, 2023
US Labor market: hope on the wage front
Jan 06, 2023
Keeping it real
Jan 06, 2023
Canadian trade
Jan 05, 2023