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1928Rates Scenario for June 18, 2026
Jun 18, 2026
U.S. May Retail Sales Report Was a Banger
Jun 17, 2026
Canadian Housing Monitor: May 2026
Jun 16, 2026
Marinating in an Inflationary Stew
Jun 12, 2026
Market Liftoff
Jun 12, 2026
Stork Reality: The Economics of Fewer Babies
Jun 12, 2026
To the Moon?
Jun 12, 2026
ECB Hikes Rates ... And It Won't Be the Last
Jun 11, 2026
Bank of Canada on Hold...As You Were
Jun 10, 2026
Cdn. Merchandise Trade (Apr.) - Back to Growth?
Jun 09, 2026
Oil Greases U.S. Trade Balance Improvement
Jun 09, 2026
Little Spring in U.S. Home Sales
Jun 09, 2026
U.S. Resilience Versus Canadian Fragility
Jun 08, 2026
Canada: Productivity Wanted
Jun 05, 2026
ECB: It's Go Time
Jun 05, 2026
Cdn. Employment (May) - GGGGOOOAAAALLLL!!!!!!
Jun 05, 2026
U.S. Job Growth Gaining Steam
Jun 05, 2026
Jobs Rip, Tech Trips
Jun 05, 2026
Why Some on the FOMC May Be Considering a Rate Hike
Jun 05, 2026
World Cup 2026: Will the Home Team Economies Win?
Jun 05, 2026
Waiting Game
Jun 03, 2026
Beige Book Cites Growing Inflation Problem
Jun 03, 2026
U.S. Services: Fuelling Inflation
Jun 03, 2026
World Cup '26: Will Home Team Economies Win?
Jun 01, 2026
Factory Momentum Builds Despite Inflation Pressures
Jun 01, 2026
Provincial Credit Watch: June 2026
Jun 01, 2026
Economic StAI-ying Power
May 29, 2026
Schrodinger's Deal
May 29, 2026
Rally or Recession?
May 29, 2026
Consumers and the Fed Living on Borrowed Time
May 29, 2026
Canada: Bulls, Bears, & Everything in Between
May 29, 2026
Saving the Expansion
May 29, 2026
Cdn. Real GDP: Let's Get Technical ...
May 29, 2026
What's a Recession Anyway?
May 29, 2026
PCE Inflation Heats Up Near Expectations
May 28, 2026
All's Well that Ends Well?
May 22, 2026
Time to Lose the Easing Bias
May 22, 2026
Truly Madly Deeply (Bullish?)
May 22, 2026
Warsh Aweigh
May 22, 2026
U.S. Housing Starts: The Condo-ndrum
May 21, 2026
FOMC Minutes: Shifting Into Neutral, or Worse
May 20, 2026
A Good Hab-it: Icy Core CPI
May 19, 2026
Why Are Crude Oil Prices Not Higher?
May 15, 2026
U.S. Firing on All Cylinders-Inflation Too
May 15, 2026
Canada's Split-level Housing Market
May 15, 2026
The Madness of Hiking Galore
May 15, 2026
Labouring U.K. Leadership
May 15, 2026
Rates Scenario for May 15, 2026
May 15, 2026
The Yield Also Rises
May 15, 2026
The Shrug of War
May 15, 2026
U.S. Consumers Holding Up
May 14, 2026
Cdn. Home Sales & Prices - Late Thaw
May 14, 2026
Producer Price Pressures Pulsing
May 13, 2026
U.S. Core CPI Comes in Hot in April
May 12, 2026
U.S. Existing Home Sales: Locked in the Basement
May 11, 2026
Canada Commercial Real Estate Market Update
May 08, 2026
Cdn. Employment - Here Comes the Rain Again
May 08, 2026
Fog of War, Haze of Ceasefire, Mist of Blockade
May 08, 2026
U.S. Employment Stays Firm in April
May 08, 2026
You Are What You Earn
May 08, 2026
U.S. Productivity: Slower Momentum to Start 2026
May 07, 2026
Standoff in the Strait
May 07, 2026
ISM Services Index Slips on Wall of Worry in April
May 05, 2026
U.S. Goods & Services Trade Gap Fuelled Further
May 05, 2026
Provincial Credit Watch: May 2026
May 04, 2026
Crude Oil Outlook: Staying the Course
May 01, 2026
Provincial GDP (2025) - That Was So Two Shocks Ago
May 01, 2026
U.S. ISM Manufacturing PMI: Bubbling Price Pressures
May 01, 2026
All In On U.S. Economic Resilience
May 01, 2026
Tapping the Earnings Well
May 01, 2026
Let's Wait Awhile ... But Not Too Long
May 01, 2026
Canada Strong, Deficits Long
May 01, 2026
Not Yet Running on Empty
May 01, 2026
Leaning Towards A Hike...But Not Yet
Apr 30, 2026
BoC Rate Decision and MPR - Steady on the Sidelines
Apr 29, 2026
Nfld. and Labr. (FY26/27) - Crude Deficits
Apr 29, 2026
Spring Economic and Fiscal Update (2026)
Apr 28, 2026
U.S. Regional Economy: AI on the Prize
Apr 24, 2026
AI Wins Another War
Apr 24, 2026
Canadian Retail Sales (Feb.) - Holding On
Apr 24, 2026
Onward and Upward
Apr 24, 2026
Meet the Fog of War
Apr 24, 2026
U.S. Retail Sales March Up
Apr 21, 2026
Canadian CPI - Not Great, But Less Bad than Feared
Apr 20, 2026
Conflicting Signals: No Worries or Brace for Impact?
Apr 17, 2026
How Many Jobs Does a Good Economy Need?
Apr 17, 2026
Straight Up
Apr 17, 2026
U.S. Commercial Real Estate Market Update
Apr 17, 2026
All Quiet on the (Middle) Eastern Front?
Apr 17, 2026
Canadian Housing Monitor: March 2026
Apr 16, 2026
U.S. Industrial Production: Tap The Breaks
Apr 16, 2026
Beige Book Captures Initial Toll of Iran War
Apr 15, 2026
PEI (FY26/27) - Red Sand and Ink
Apr 14, 2026
U.S. Existing Home Sales March Down
Apr 13, 2026
Cdn. Jobs - On the March, Slowly
Apr 10, 2026
Can the U.S. Profit Machine Keep Humming?
Apr 10, 2026
Consumers: Less Gas in the Tank
Apr 10, 2026
U.S. Inflation: Unhappy Fifth Anniversary
Apr 10, 2026
Canadian Fiscal Check-Up
Apr 10, 2026
"Stay. Good job."
Apr 10, 2026
See You on the Dark Side of the Truce
Apr 10, 2026
Cracks Widening
Apr 10, 2026
U.S. Energy Spike Drives Inflation Higher in March
Apr 10, 2026
Peace on the Horizon?
Apr 09, 2026
U.S. Consumer Spending Soft, Inflation Not
Apr 09, 2026
Rates Scenario for April 9, 2026
Apr 09, 2026
FOMC Minutes of March Meeting: Patience, Patience
Apr 08, 2026
Provincial Credit Watch: April 2026
Apr 06, 2026
Iran War Fuelling Services Inflation
Apr 06, 2026
U.S. Employment Rebounds in March
Apr 03, 2026
Updating Our Oil Forecast
Apr 02, 2026
Economic Resilience Meets Inflation Headwinds
Apr 02, 2026
Cdn. Merchandise Trade Balance - Goldeneye
Apr 02, 2026
U.S. Trade: Goods Vibrations
Apr 02, 2026
To the Moon
Apr 02, 2026
How Many Wake-Up Calls Are Needed?
Apr 02, 2026
Higher Gas Prices Will Squeeze Consumers
Apr 02, 2026
U.S. Retail Sales: Strong Before the Storm
Apr 01, 2026
U.S. ISM Manufacturing Index Strengthens in March
Apr 01, 2026
Cdn. GDP - Revenge of the Old Economy
Mar 31, 2026
Strait Expectations
Mar 27, 2026
It Ain't Over 'til It's Over
Mar 27, 2026
Tales from the Tariff Trenches
Mar 27, 2026
Outlook: Is Your Spidey Sense Tingling?
Mar 27, 2026
Ontario (FY26/27) - All Things Considered...
Mar 26, 2026
Manitoba (FY26/27) - Surplus is Calling
Mar 24, 2026
Is It Go Time? Not Yet. Patience.
Mar 20, 2026
Crude Reality Sets In
Mar 20, 2026
Feeling the Squeeze
Mar 20, 2026
BoC Stays Calm and Pauses On
Mar 20, 2026
Iran Conflict: Q/A Session
Mar 20, 2026
Whole Lotta Hold
Mar 20, 2026
Cdn. Retail Sales (Jan.) - Consumers Holding On
Mar 20, 2026
BoE Unanimously On Hold, But Most are "Ready to Act"
Mar 19, 2026
ECB On Hold In this Uncertain Environment
Mar 19, 2026
Saskatchewan (FY26/27) - Quick Turn to Deficit
Mar 18, 2026
FOMC Announcement and SEP - Another Pause for Powell
Mar 18, 2026
Bank of Canada Rate Decision - Preaching Patience
Mar 18, 2026
Quebec (FY26/27) - Downward Deficit Trajectory
Mar 18, 2026
Canadian Housing Monitor: February 2026
Mar 17, 2026
New Brunswick (FY26/27) - Red Skies at Dawn
Mar 17, 2026
Cdn CPI - Calm Before Storm
Mar 16, 2026
From Trade Pot To Oil Frying Pan
Mar 16, 2026
Best Laid Plans
Mar 14, 2026
Oil Shock: The Same, but Different
Mar 13, 2026
Cdn. Jobs: February Made Them Shiver
Mar 13, 2026
Dire Strait
Mar 13, 2026
Shifting Winds-Factoring the War into Our Forecasts
Mar 13, 2026
8 Weighty Ways Oil Matters
Mar 13, 2026
U.S. Trade Deficit Shrinks In January
Mar 12, 2026
U.S. Housing Starts Heat Up in January
Mar 12, 2026
Rates Scenario for March 12, 2026
Mar 12, 2026
Oil: Scared Strait
Mar 12, 2026
Whiffs of Worse to Come in the February CPI Report
Mar 11, 2026
U.S. Existing Home Sales Thaw in February
Mar 10, 2026
U.S. Employment Stumbles in February
Mar 06, 2026
Life During Wartime
Mar 06, 2026
Fed's Balance Sheet: Big but Just Enough
Mar 06, 2026
Two-Sided Risks Come into View for the Economy
Mar 06, 2026
Crude Oil Outlook: The Fog of War Sets In
Mar 06, 2026
Crude Reality
Mar 06, 2026
U.S. Labour Productivity Shines
Mar 05, 2026
Go Your Own Way
Mar 04, 2026
Beige Book Highlights K-Shaped Economy
Mar 04, 2026
Provincial Credit Watch: March 2026
Mar 04, 2026
U.S. ISM Serves Up Solid Growth
Mar 04, 2026
Conflict With Iran: Economic Implications
Mar 03, 2026
U.S. ISM Manufacturing PMI: Some February Heat
Mar 02, 2026
Follow the Bouncing Tariff Ball
Feb 27, 2026
AI War or Peace?
Feb 27, 2026
Provincial Outlook: Go Your Own Way
Feb 27, 2026
Tariffs: The Plan, The Courts, The Sequel
Feb 27, 2026
Cdn. Real GDP - Unheated Revival
Feb 27, 2026
Alberta (FY26/27) - Light Sweet or Sour?
Feb 26, 2026
Nova Scotia (FY26/27) - A Sea of Shortfalls
Feb 23, 2026
U.S. Economy Partially Shuts Down In Q4
Feb 20, 2026
Bulls Reign Supreme
Feb 20, 2026
A Manufacturing Revival
Feb 20, 2026
Inflation: Still Tariffic
Feb 20, 2026
How Was Your 2025?
Feb 20, 2026
Tale of the Trade Tape
Feb 20, 2026
Supreme Court Ruling: IEEPA Duties Done
Feb 20, 2026
Canadian Trade - Gold for Exports
Feb 19, 2026
U.S. Trade Deficit Ends Year On Sour Note
Feb 19, 2026
Rates Scenario for February 18, 2026
Feb 18, 2026
Canadian Housing Monitor: January 2026
Feb 18, 2026
January FOMC Minutes Solidify Hawkish Tilt
Feb 18, 2026
U.S. Economy Still Resilient
Feb 18, 2026
Cdn. CPI - Less Heated
Feb 17, 2026
British Columbia (FY26/27) - Dog Days of Deficit
Feb 17, 2026
Data Keep Rate Cuts in Sight
Feb 13, 2026
Rotation Nation
Feb 13, 2026
U.S. Consumer Inflation Nears Five Year Low
Feb 13, 2026
Cupid Showed Up
Feb 13, 2026
Recharging Canada's Auto Industry
Feb 13, 2026
U.S. Inflation Not Taking Flight
Feb 13, 2026
High AI-nxiety
Feb 13, 2026
U.S. Existing Home Sales in a Deep Freeze
Feb 12, 2026
Healthy Start To Year For U.S. Workers
Feb 11, 2026
V for Volatility
Feb 11, 2026
A Retail Sales Hard Stop in December
Feb 10, 2026
Crypto Winter Olympics
Feb 06, 2026
A Hike and Two Holds
Feb 06, 2026
Am I Diversified?
Feb 06, 2026
U.S. Tariffs: One Year After
Feb 06, 2026
Labor Market Raining on the Growth Parade
Feb 06, 2026
Slower (Wages), Lower (U-rate), Weaker (Jobs)
Feb 06, 2026
ECB On Hold... Fairly Firmly, Too
Feb 05, 2026
Steady Services
Feb 04, 2026
Provincial Credit Watch: February 2026
Feb 03, 2026
U.S. ISM Manufacturing Index Jumps in January
Feb 02, 2026
Fed Independence in the Crosshairs
Jan 30, 2026
It Will All Come Out in the Warsh
Jan 30, 2026
To Hike, or to Hold... or Both!
Jan 30, 2026
Cdn. GDP - Frozen
Jan 30, 2026
Fed Independence in the Crosshairs
Jan 30, 2026
Population Projections Highlight New Demographic Era
Jan 30, 2026
Careful What You Warsh For
Jan 30, 2026
Cdn. Merchandise Trade: Shortfall-ing in November
Jan 29, 2026
U.S. Trade Deficit Remains Sizeable
Jan 29, 2026
BoC: In Hibernation...In Uncertain Times
Jan 28, 2026
FOMC Policy Announcement - New Year, New Pause
Jan 28, 2026
U.S. Durable Goods Orders Take Flight
Jan 26, 2026
Housing Outlook: What You See is What You'll Get
Jan 23, 2026
Under the Hood of Canadian Inflation
Jan 23, 2026
Another Upward Revision to Our Forecasts
Jan 23, 2026
All That Glitters
Jan 23, 2026
Canadian Retail Sales (Nov.) - Bottoms Up
Jan 23, 2026
BoC Preview: Nothing but Neutral
Jan 23, 2026
From Greenland to Goldland
Jan 23, 2026
Canadian CPI: Flying High(er)
Jan 19, 2026
Riding the Trade Winds
Jan 19, 2026
6 Things to Know About the U.S. Housing Market
Jan 16, 2026
Crude Oil Outlook: What's in Store in 2026?
Jan 16, 2026
Why Consumers Keep Spending
Jan 16, 2026
(Canola) Field of Dreams
Jan 16, 2026
Utilities Spark an IP Lift
Jan 16, 2026
Spry January
Jan 16, 2026
Rates Scenario for January 15, 2026
Jan 15, 2026
Canadian Housing Monitor: December 2025
Jan 15, 2026
More Geopolitics and Mudslinging
Jan 15, 2026
Home Sales Sailing
Jan 14, 2026
Beige Book Casts Better Light on Labour Market
Jan 14, 2026
Strong Rebound in U.S. Retail Sales for November
Jan 14, 2026
U.S. Core CPI Inflation Well-Behaved in December
Jan 13, 2026
TSX: Golden Years?
Jan 09, 2026
Canadian Energy Gets Drilled Again
Jan 09, 2026
What's Ahead for Canada's Job Market?
Jan 09, 2026
A Cornucopia of U.S. Labour Market Metrics
Jan 09, 2026
Happy New Sphere... of Influence
Jan 09, 2026
Barreling Ahead
Jan 09, 2026
Canadian Employment: A Dose of Reality
Jan 09, 2026
Is Europe Finally Stepping Up?
Jan 09, 2026
Pointing Towards More Resilience
Jan 09, 2026
Labour Pains Ease in Q4
Jan 09, 2026
U.S. Productivity Rebirth
Jan 09, 2026
Cdn. Merchandise Trade: Gonna Be, Gonna Be Golden
Jan 08, 2026
Still-Sturdy Services
Jan 07, 2026
Provincial Credit Watch: January 2026
Jan 06, 2026
2026 Outlook: Resilience and Risks
Jan 05, 2026
U.S. ISM Manufacturing PMI: Unsatis-factory 2025
Jan 05, 2026
New Year, New Upgrade
Jan 02, 2026
2025 Financial Markets in 4 Charts
Jan 02, 2026
U.S. Economy: New Year, New Upgrade
Jan 02, 2026
FOMC Minutes Showcase a Divided Fed
Dec 30, 2025
U.S. Industrial Production Still Soft
Dec 23, 2025
U.S. Economy Rips Higher in Q3
Dec 23, 2025
Canadian Retail Sales (Oct.) - Tighter Fisted
Dec 19, 2025
U.S. Existing Home Sales Extend Modest Upturn
Dec 19, 2025
Simply Having a Wonderful Chip-mas Time
Dec 19, 2025
5 Fun Facts from '25; 5 Flashy Forecasts for '26
Dec 19, 2025
Yes Virginia, the BoJ is raising rates
Dec 19, 2025
A Green Rate-Cut Light Flickers in the Distance
Dec 19, 2025
Jingle Bull Rock
Dec 19, 2025
U.S. Consumer Prices: Santa Came Early
Dec 18, 2025
ECB .... HAWKish Hold
Dec 18, 2025
Rates Scenario for December 17, 2025
Dec 17, 2025
Soggy U.S. Job Report But Firm Core Retail Sales
Dec 16, 2025
Canadian CPI - Clean-Up in Aisle 2.2
Dec 15, 2025
Canadian Housing Monitor: November 2025
Dec 15, 2025
Cdn Fiscal Outlook: Confessions of a Shopaholic
Dec 12, 2025
Commodities Outlook: More Surprises in 2026?
Dec 12, 2025
Planting Seeds for a Better Year
Dec 12, 2025
New Fed Head to Inherit Cautious Committee
Dec 12, 2025
The Home Stretch
Dec 12, 2025
Central Banks Lean Towards Tightening in 2026
Dec 12, 2025
2026 Outlook and Best Charts of 2025
Dec 12, 2025
The Year's Big Theme: Artificial Trade Intelligence
Dec 12, 2025
Golden Surplus, Sterling Balance Sheets
Dec 11, 2025
BoC Rate Decision - Whole Lotta Hold
Dec 10, 2025
U.S. Employment Cost Index: One For the Wages
Dec 10, 2025
Fed Feeling Festive?
Dec 09, 2025
Flagging a Fourth Quarter Slowdown
Dec 05, 2025
U.S. Consumers Take a Breather in September
Dec 05, 2025
Two Banks, Two Directions
Dec 05, 2025
Worker AIngst
Dec 05, 2025
Canadian Employment is Booming... Wait, What?
Dec 05, 2025
Bank Shots
Dec 05, 2025
Still a Low-Hire, Low-Fire World for U.S. Workers
Dec 05, 2025
ADP Payrolls Plunge in November
Dec 03, 2025
U.S. Manufacturing Stalls in September
Dec 03, 2025
Canadian Productivity Miracle?
Dec 03, 2025
U.S. Services Still Sturdy
Dec 03, 2025
Provincial Credit Watch: December 2025
Dec 02, 2025
Factories Face the November Blues
Dec 01, 2025
The World's Most Puzzling Emerging Market
Nov 28, 2025
Black Fri-yay
Nov 28, 2025
Canadian CPI - Warm Core Keeps BoC on Ice
Jul 15, 2025
Canadian Housing Monitor: June 2025
Jul 15, 2025
U.S. CPI Inflation Warms Up in June
Jul 15, 2025
Tariff Scars
Jul 11, 2025
Big Beautiful Bump (to Growth)
Jul 11, 2025
Cdn. Employment (June) - Hot Start to Summer
Jul 11, 2025
New U.S. Inflation Data Next Week-This Is a Big One
Jul 11, 2025
Letters to the Forecast Editors
Jul 11, 2025
Rates Scenario for July 10, 2025
Jul 10, 2025
FOMC Minutes - Don't Rush
Jul 09, 2025
Canada's Budget Black Box
Jul 07, 2025
U.S. Budget Bill: Plenty of Fireworks
Jul 04, 2025
OBBBA: Or Better Buy Bourses Anyway
Jul 04, 2025
Big Beautiful Bull
Jul 04, 2025
Crude Oil Outlook: Excess Supply is the Key Risk
Jul 04, 2025
CUSMA Turns Five
Jul 04, 2025
Commodities Treading Carefully
Jul 03, 2025
Hot Run in the Summertime
Jul 03, 2025
Provincial Credit Watch: July 2025
Jul 03, 2025
Solid Employment Gain in June
Jul 03, 2025
Still Plenty of Job Openings, But ....
Jul 01, 2025
Cdn. GDP - A Time of Tariffs, Elections and Playoffs
Jun 27, 2025
U.S. Housing Slump: The Sequel
Jun 27, 2025
U.S. Consumer: No Spring
Jun 27, 2025
School's Out... Forever
Jun 27, 2025
Europe Has One Less Worry
Jun 27, 2025
Supply, Meet Demand
Jun 27, 2025
Records Fall
Jun 27, 2025
The Hard Data Turn Soft
Jun 26, 2025
Canadian May CPI - Maybe, Maybe Not
Jun 24, 2025
Powell: Unbending Under Pressure
Jun 24, 2025
U.S. Existing Home Sales - Buyers Still on the Fence
Jun 23, 2025
Crude Oil Outlook: Assessing Iran-related Risks
Jun 20, 2025
Conflict of Interest
Jun 20, 2025
Little Spring in Canadian Consumers' Step
Jun 20, 2025
The Fed Stays on Hold as Uncertainty Reigns
Jun 20, 2025
Diversity Is Alive In the World of Monetary Policy
Jun 20, 2025
Is Reshoring Worth It?
Jun 20, 2025
LAIoffs
Jun 20, 2025
Started From The Bottom
Jun 18, 2025
Canadian Housing Monitor: May 2025
Jun 16, 2025
Guns N' Bonds
Jun 13, 2025
What Was Behind the Benign Inflation in May?
Jun 13, 2025
The Great Wall of Worry
Jun 13, 2025
BoE, BoJ: To Cut (or Hike), or Not to Cut (or Hike)
Jun 13, 2025
Is the TSX Glitter Economic Gold?
Jun 13, 2025
Rates Scenario for June 12, 2025
Jun 12, 2025
CPI Inflation Another Better Than Expected Report
Jun 11, 2025
Trade Wars: Episode XI
Jun 10, 2025
This Time is Different, Again
Jun 06, 2025
D (as in Detente) Day
Jun 06, 2025
Cdn. Jobs - No Mayday Here
Jun 06, 2025
A Tale of Two Economies
Jun 06, 2025
ECB: "We Are In a Good Place"
Jun 06, 2025
Mexico: Is the 'Shein' Wearing Off?
Jun 06, 2025
U.S. Trade Gap Plunges From Record High
Jun 05, 2025
ECB Cuts In An Exceptionally Uncertain World
Jun 05, 2025
Not Out of the Tariff Woods
Jun 04, 2025
BoC Decision - You Can't Hurry Rates
Jun 04, 2025
Beige Book: Tariff Clouds Rolling In
Jun 04, 2025
Provincial Credit Watch: June 2025
Jun 03, 2025
Surveying the Provincial Landscape
May 30, 2025
Trade War Shifts to the Courts
May 30, 2025
An Overabundance of Caution?
May 30, 2025
SpOiler Alert: Canadian GDP is Hanging In
May 30, 2025
And We'll All Grown On Okay
May 30, 2025
ECB Rate Cut Coming
May 30, 2025
Cdn. Current Account Balance - Then & Now
May 29, 2025
Durable Strength Beneath the Hood
May 27, 2025
U.S. Fiscal Update: Strike Three
May 23, 2025
In the Mood(y's)... to Sell U.S.
May 23, 2025
Trade and Treasury
May 23, 2025
Taking the Wind Out of U.S. Home Sales
May 22, 2025
Regional Cracks Appear
May 21, 2025
Canadian Inflation: Total Tamed, Core Roars
May 20, 2025
China: Time to Pop the Champagne?
May 16, 2025
Lowering the Trade War Temperature
May 16, 2025
Look Beneath the Surface
May 16, 2025
U.S.-China Trade Truce: Back from the Edge
May 16, 2025
U.S. Commercial Real Estate Update
May 16, 2025
From Grizzly to Giddy in 40 Days
May 16, 2025
Rates Scenario for May 15, 2025
May 15, 2025
Ontario (FY25/26) - Trade-Sensitive
May 15, 2025
Canadian Housing Monitor: April 2025
May 15, 2025
U.S. Industrial Producers Spinning Their Wheels
May 15, 2025
U.S. CPI Inflation Remains Well Behaved
May 13, 2025
No Smoke on the Water
May 09, 2025
Cdn. Jobs: Voting for More...Rate Cuts
May 09, 2025
No Spring in U.S. Housing Market
May 09, 2025
Six Implications of $60 Oil
May 09, 2025
See You in the Summer
May 09, 2025
U.S. Productivity: That Shrinking Feeling?
May 08, 2025
The Fed Holds Its Fire Again
May 07, 2025
The Fog of (Trade) War
May 07, 2025
Eight Key Trends Affecting U.S. Agriculture
May 06, 2025
Trading Down
May 06, 2025
ISM Services Bounce in April
May 05, 2025
Provincial Credit Watch: May 2025
May 05, 2025
The New Abnormal
May 02, 2025
Livin' on the Edge
May 02, 2025
U.S. Labor Market Keeps Chugging Along
May 02, 2025
Crude Oil Outlook: All Eyes on Riyadh
May 02, 2025
Canadian Commercial Real Estate Update
May 02, 2025
U.S. Factories Under Pressure
May 01, 2025
That was Then, This is Now
May 01, 2025
Cdn. GDP: More About Weather than Trade, For Now
Apr 30, 2025
U.S. GDP: Not A Tariff-ic Start To the Year
Apr 30, 2025
U.S. Consumers March Ahead of Tariffs
Apr 30, 2025
2025 Election - The Same, but Different
Apr 29, 2025
Canadian Election 2025: The Economics
Apr 25, 2025
Canadian Retail Sales (Feb.) - Past vs. Present
Apr 25, 2025
Learning to Fly, Thru the Clouds
Apr 25, 2025
Fed Independence Under Fire?
Apr 25, 2025
Eye of the Storm?
Apr 25, 2025
A Mixed Bag of March Data
Apr 24, 2025
Canadian Election 2025: The Economics
Apr 24, 2025
Beige Book Foreshadows Tariff Trouble
Apr 23, 2025
Commodities: In the Line of Tariff Fire
Apr 17, 2025
Rates Scenario for April 17, 2025
Apr 17, 2025
Holding Pattern
Apr 17, 2025
ECB Eases Given Exceptional Uncertainty
Apr 17, 2025
How Can You Mend a Broken Trade?
Apr 17, 2025
Fed Chair Powell: Still "Well Positioned to Wait"
Apr 16, 2025
BoC: The Year of Deciding Dangerously
Apr 16, 2025
A Strong Retail Sales Report for March
Apr 16, 2025
U.S. Factory Output: A March Up Ahead of Tariffs
Apr 16, 2025
4D Chess or House of Cards?
Apr 16, 2025
Canadian Housing Monitor: March 2025
Apr 15, 2025
Canadian Inflation: Staying Close to Home
Apr 15, 2025
U.S. Recession Risks Rising
Apr 11, 2025
ECB Reserves the Right to Change Its Mind
Apr 11, 2025
When the Levy Breaks
Apr 11, 2025
Bulls and Bears and Penguins, Oh My!
Apr 11, 2025
Buy Canadian: Measuring the Benefits and Costs
Apr 11, 2025
Crude Oil Outlook: Key Swing Factors
Apr 11, 2025
U of M Consumer Sentiment Takes Another Hit
Apr 11, 2025
U.S. Consumer Inflation Takes a Break
Apr 10, 2025
PEI (FY25/26) - Green Gables, Red Budgets
Apr 10, 2025
Nfld. and Labr. (FY25/26) - Stormy Seas
Apr 09, 2025
Hold That Tariff!
Apr 09, 2025
Buy Canadian: Measuring the Benefits and Costs
Apr 08, 2025
Trade Thumps Sentiment
Apr 07, 2025
Europe Will Not Take This Sitting Down
Apr 05, 2025
Cdn. Jobs: Employers Get Cold Feet
Apr 04, 2025
Calm Before the Tariff Storm
Apr 04, 2025
Crude Oil Outlook: Down But Not Out
Apr 04, 2025
Making Smoot-Hawley Great Again
Apr 04, 2025
Escalation Day
Apr 04, 2025
U.S. Employment Report - The Calm Before the Storm
Apr 04, 2025
Smoot Now, Questions Later
Apr 04, 2025
Cdn. Merchandise Trade Balance (Feb.) - Buckle Up
Apr 03, 2025
Going Out of Service?
Apr 03, 2025
Provincial Credit Watch: April 2025
Apr 02, 2025
Reciprocal Tariffs: Location Matters
Apr 02, 2025
U.S. ISM Manufacturing - March Down
Apr 01, 2025
Til Tariffs Take the T-Bird Away
Mar 28, 2025
The Trade War Revs
Mar 28, 2025
The Bulls Have Left the Chat
Mar 28, 2025
Canadian Heavy Oil: Elbows Up
Mar 28, 2025
Canadian GDP: Storm Before the Other Storm
Mar 28, 2025
Durable Strength in February
Mar 26, 2025
U.S. Auto Tariffs: Hammer Blow
Mar 26, 2025
BoC Summary of Deliberations - Urge to Cut Fading
Mar 26, 2025
Quebec (FY25/26) - Taking Stock in a Trade War
Mar 25, 2025
BoC Focused on Inflation
Mar 22, 2025
Europe: If There's a Will, There's a Way
Mar 22, 2025
A Cycle Unlike Any Other
Mar 21, 2025
Uncertainty Squared
Mar 21, 2025
Fed Up
Mar 21, 2025
A Soft Start to the Year
Mar 21, 2025
Can the Chinese Consumer Save the Day?
Mar 21, 2025
Rates Scenario for March 20, 2025
Mar 20, 2025
BoE .... Holding at 4.50%
Mar 20, 2025
Manitoba (FY25/26) - Facing the Tariff Storm
Mar 20, 2025
U.S. Existing Home Sales Heat Up in February
Mar 20, 2025
Saskatchewan (FY25/26) - A Delicate Balance
Mar 19, 2025
Canada's Population Estimates (2024Q4) - Capped
Mar 19, 2025
New Brunswick (FY25/26) - Red Tide
Mar 18, 2025
Canadian CPI (Feb.) - Noisy but Hot
Mar 18, 2025
Tariff Torrent
Mar 17, 2025
Monetary Policy: Variety is the Spice of Life
Mar 17, 2025
Canadian Housing Monitor: February 2025
Mar 17, 2025
Another Brick in the Tariff Wall
Mar 14, 2025
Has the Fed Misjudged Inflation?
Mar 14, 2025
Here We Are Now, Tariffy Us
Mar 14, 2025
A Hazy Outlook
Mar 13, 2025
U.S. Consumer Inflation Surprises on The Low Side
Mar 12, 2025
BoC Rate Decision: Trade Tiff = Tiff Trims
Mar 12, 2025
Crude Oil Outlook: Trump Calling the Shots
Mar 07, 2025
Tariff Trauma
Mar 07, 2025
Canadian Jobs: Weathering the Winter
Mar 07, 2025
Tariff Bueller's Day Off
Mar 07, 2025
Canada: Trade Alternatives amid American Tariffs
Mar 07, 2025
Tales from the Trade Tape
Mar 06, 2025
Tariffs Go From Bark to Bite
Mar 05, 2025
Spotlight on Productivity
Mar 05, 2025
Fed's Beige Book Highlights Tariff Concerns
Mar 05, 2025
Provincial Credit Watch: March 2025
Mar 05, 2025
U.S. ISM Services: Better But Not Tariff-ic
Mar 05, 2025
B.C. Budget (FY25/26) - Climbing Debt Mountain
Mar 04, 2025
Trade War Impact: Take Two
Mar 04, 2025
U.S. ISM Manufacturing - Unsatis-factory
Mar 03, 2025
U.S. Consumers Freeze In January
Feb 28, 2025
Taking the Screws to the ECB's Decisions
Feb 28, 2025
In Love or Trade War?
Feb 28, 2025
Cdn. Real GDP (Q4, Dec.) - Rate Cuts Work!
Feb 28, 2025
Tariff Gridlock: Cost and Chaos in the Auto Industry
Feb 28, 2025
The Most Important Economic Ratio in the World
Feb 28, 2025
GOP Wrestles with Budget Deficit
Feb 28, 2025
Current Affairs
Feb 27, 2025
Alberta (FY25/26) - Tariff Accounting
Feb 27, 2025
U.S. Durable Goods Orders Take Flight
Feb 27, 2025
Americans Are Becoming Increasingly Worried
Feb 25, 2025
Inflation, Still
Feb 21, 2025
Is Canadian Inflation Warming Up Again?
Feb 21, 2025
Canada: Strong, Like Moose
Feb 21, 2025
Deutschland Wahl
Feb 21, 2025
Canadian Retail Sales-They Shoot, They Score
Feb 21, 2025
On Thin Ice
Feb 21, 2025
Feeling Blue
Feb 21, 2025
FOMC Minutes: What's The Rush?
Feb 19, 2025
U.S. Housing Starts Freeze in January
Feb 19, 2025
Canadian CPI: Cold Outside, Warm Indoors
Feb 18, 2025
Nova Scotia (FY25/26) - Surplus Slips Away
Feb 18, 2025
Canadian Housing Monitor: January 2025
Feb 18, 2025
Canadian Mortgages: Fix or Float?
Feb 14, 2025
Whistling Past the Tradeyard
Feb 14, 2025
Tariff Blinders
Feb 14, 2025
Reciprocal Tariffs: Tit for Tat
Feb 14, 2025
No Endless Love For Europe
Feb 14, 2025
Rates Scenario for February 13, 2025
Feb 13, 2025
U.S. Consumer Inflation Heats Up in January
Feb 12, 2025
Fed Chair Testimony to Senate Banking Committee
Feb 11, 2025
Commodities on Standby
Feb 11, 2025
Still Tariffying
Feb 07, 2025
Canada-U.S. Trade: The Risk-man Cometh
Feb 07, 2025
Canada's Not Helpless
Feb 07, 2025
BoE: Hawkish and Dovish, All At the Same Time
Feb 07, 2025
Cdn. Jobs: Meanwhile, Back at the Economy...
Feb 07, 2025
U.S. Employment Report - Much to Like
Feb 07, 2025
(Trade) War, What Is It Good For?
Feb 07, 2025
Can the U.S. and China Strike a Trade Deal?
Feb 07, 2025
Another Year of Solid U.S. Productivity
Feb 06, 2025
U.S. ISM Services PMI: Under the Weather in January
Feb 05, 2025
Tariff Reprieve
Feb 05, 2025
Provincial Credit Watch: February 2025
Feb 05, 2025
Following Trade Flows
Feb 05, 2025
A Good Start for U.S. Manufacturing?
Feb 03, 2025
Trade War Impact: First Pass
Feb 02, 2025
Canadian Real GDP - Calm Before the Tariff Storm
Jan 31, 2025
U.S. Consumers End The Year Like a Lion
Jan 31, 2025
Canadian Mortgages: Fix or Float?
Jan 31, 2025
The 'America First Trade Policy' Plan
Jan 31, 2025
DeepSeeking A Way out of Tariffs
Jan 31, 2025
Central Banks: Some Clarity... Please!
Jan 31, 2025
Canada's All-Important Tariff Policy Response
Jan 31, 2025
U.S. GDP Growth Eases in the 4th Quarter
Jan 30, 2025
The ECB Cuts Again
Jan 30, 2025
U.S. Goods Trade Deficit ... RECORD Gap
Jan 29, 2025
FOMC Monetary Policy Announcement - Pressing Pause
Jan 29, 2025
BoC - Bracing for Impact
Jan 29, 2025
Durable Goods Orders Stuck on the Tarmac
Jan 28, 2025
BoC Preview: But Tariffs
Jan 27, 2025
First ECB Rate Cut of 2025 Won't Be the Last
Jan 24, 2025
U.S. Existing Home Sales: Solid Q4
Jan 24, 2025
Will Canadian Energy Get Drilled?
Jan 24, 2025
All Tariffs, All the Time
Jan 24, 2025
A New, Old, Valuation World
Jan 24, 2025
Will Canadian Consumers Revive in '25?
Jan 24, 2025
Black Friday Fizzles
Jan 23, 2025
Tariff Clouds Roll In
Jan 22, 2025
Canadian CPI: Catching a (Tax) Break
Jan 21, 2025
Cautious Optimism
Jan 20, 2025
Ten Tariff Truths
Jan 17, 2025
U.S. Inflation Progress, But...
Jan 17, 2025
Strength in Numbers
Jan 17, 2025
China: Ready to Rumble
Jan 17, 2025
Brave New World Order
Jan 17, 2025
Rates Scenario for January 16, 2025
Jan 16, 2025
Don't Count the U.S. Consumer Out
Jan 16, 2025
Commodities 2025: Tariff Roulette
Jan 16, 2025
U.S. Inflation Pressure Eases, For Now
Jan 15, 2025
Canadian Housing Monitor: January 2025
Jan 15, 2025
Canadian Housing Monitor: January 2024
Jan 15, 2025
Is the Fed Successfully Waging War on Inflation?
Jan 10, 2025
Crude Oil Outlook: More Volatility in Store for 2025
Jan 10, 2025
Yield Hangry
Jan 10, 2025
Signs of Life in a Cool Labour Market
Jan 10, 2025
Cold Weather, Hot Jobs
Jan 10, 2025
Happy New Yield
Jan 10, 2025
Housing Outlook: A Long Way Home
Jan 10, 2025
U.K.'s Reeves Needs to Rethink Her Budget
Jan 10, 2025
U.S. Employment Report Crushes Expectations
Jan 10, 2025
FOMC Minutes: Tread Lightly
Jan 08, 2025
U.S. ISM Services PMI -- Prices Pop
Jan 07, 2025
Cdn Trade: Calm Before the Storm?
Jan 07, 2025
Provincial Credit Watch: January 2025
Jan 07, 2025
Elbows Up!
Jan 03, 2025
Financial Market Charts: 4 for '24
Jan 03, 2025
U.S. Port Strike Looms Again
Jan 03, 2025
U.S. Manufacturing Sector Ends Year On Better Note
Jan 03, 2025
Tailwinds and Tariffs
Jan 02, 2025
Cdn. Monthly Real GDP (Oct.) - Good Start to Q4
Dec 23, 2024
U.S. Economy: Go, Go, Go
Dec 20, 2024
Big Bull Keep on Running
Dec 20, 2024
U.S. Consumers Catch That Holiday Spirit
Dec 20, 2024
Sticky Inflation-Toffee Pudding
Dec 20, 2024
5 Fizzy Facts from '24, 5 Fuzzy Forecasts for '25
Dec 20, 2024
Brazil: Reversal of Fortune
Dec 20, 2024
Twas the Month Before Inauguration...
Dec 20, 2024
Canadian Consumers: Home Alone?
Dec 20, 2024
Existing Home Sales Gain Momentum in November
Dec 19, 2024
Rates Scenario for December 19, 2024
Dec 19, 2024
Canadian CPI: Two-thless
Dec 17, 2024
B.C. FY24/25 Mid-Year Fiscal Update
Dec 17, 2024
Canadian Housing Monitor: December 2024
Dec 16, 2024
FES 2024 - Fireworks and Finances
Dec 16, 2024
China and the Outlook for Commodities
Dec 13, 2024
Best Charts of 2024
Dec 13, 2024
Global Outlook 2025: Just Tariffic
Dec 13, 2024
Hark! The Dovish Angels Sing ... in 2025
Dec 13, 2024
U.S. Inflation: Progress, But...
Dec 13, 2024
Let it Grow, Let it Grow, Let it Grow
Dec 13, 2024
ECB Gives The Gift of a Dovish 25 bp Cut
Dec 12, 2024
Home Improvement
Dec 12, 2024
BoC Policy: 50 Shades of Easing
Dec 11, 2024
U.S. Consumer Inflation Progress Stalls
Dec 11, 2024
U.S. Employment Bounces Back in November
Dec 06, 2024
25% Tariffs: What If?
Dec 06, 2024
Bank Shots
Dec 06, 2024
Look Ahead to the ECB and the RBA
Dec 06, 2024
BoC: Jobless Rate Jump Means Bigger Rate Cut
Dec 06, 2024
Good Jobs, Bad Jobless Rate
Dec 06, 2024
G(U)Rate Expectations
Dec 06, 2024
Cdn. Merchandise Trade: Black & Gold
Dec 05, 2024
Still-Sturdy Services Slowed
Dec 04, 2024
Powell/ Beige Book Keep Rate Cut Hopes Alive
Dec 04, 2024
Powell/ Beige Book Keep Rate Cut Hopes Alive
Dec 04, 2024
Tariff Threats Put Commodities on Edge
Dec 04, 2024
Provincial Credit Watch: December 2024
Dec 02, 2024
U.S. Factory New Orders Show a Pulse in November
Dec 02, 2024
More Uncertainty? Certainly!
Nov 29, 2024
Mexican Standoff
Nov 29, 2024
Trade War or Peace?
Nov 29, 2024
Canadian Real GDP: Cool Summer, Hot Revisions
Nov 29, 2024
America's Coming Fiscal Follies
Nov 29, 2024
Tariffying
Nov 29, 2024
Cdn Current Account: Smaller Deficit for Q3
Nov 28, 2024
FOMC Minutes - Let's Take Things Slow
Nov 26, 2024
U.S. Tariffs against Canada: The Latest Threat
Nov 26, 2024
A Loonie in the Court of King Dollar
Nov 22, 2024
Europe and Germany: A Worrying Outlook
Nov 22, 2024
Eat, Drink & Be Fiscally Wary
Nov 22, 2024
Autumn Changes
Nov 22, 2024
Tariffs: Round 2
Nov 22, 2024
True North Strong
Nov 22, 2024
Alberta FY24/25 Mid-Year Fiscal Update
Nov 21, 2024
Stimulus...Just in Time for the Holidays!
Nov 21, 2024
Existing Home Sales Revive a bit in October
Nov 21, 2024
Quebec FY24/25 Fiscal Update
Nov 21, 2024
Canadian CPI: Wickedly Defying Gravity
Nov 19, 2024
U.S. Housing Starts - October Winds Blow
Nov 19, 2024
Can China 'Trump Proof' Its Economy?
Nov 15, 2024
U.S. Retail Sales Stay Healthy in October
Nov 15, 2024
Still the Inflation Era?
Nov 15, 2024
Canadian Housing Monitor: November 2024
Nov 15, 2024
Tee Times Two
Nov 15, 2024
Rates Scenario for November 14, 2024
Nov 14, 2024
Provinces: We're All in This Together
Nov 08, 2024
U.S. Election 2024: Red Tide
Nov 08, 2024
China: Time to Buckle Up
Nov 08, 2024
Caution Ahead: Central Banks Cut, Hike, and Hold
Nov 08, 2024
Canadian Jobs: Little Growth, Little Drama
Nov 08, 2024
Red Screen at Night, Investors' Delight
Nov 08, 2024
Meanwhile, Back at the Economy...
Nov 08, 2024
Trump: The Sequel
Nov 07, 2024
Cdn. Provincial GDP (2023) - Onward and Upward
Nov 07, 2024
Fed Still On Easing Track But Treading Carefully
Nov 07, 2024
U.S. Unit Labour Costs Less Friendly to Fed
Nov 07, 2024
U.S. Election 2024: Red Tide
Nov 06, 2024
'Wait and See' on the Trade Front
Nov 05, 2024
Election Toss-Up
Nov 05, 2024
Still At Your Service
Nov 05, 2024
Provincial Credit Watch: November 2024
Nov 04, 2024
BoE: To Cut or Not to Cut? That Is the Question
Nov 01, 2024
U.S. October Employment Bruised but Not Broken
Nov 01, 2024
U.S. ISM Manufacturing - October Winds Blow
Nov 01, 2024
What Canada's Immigration Shift Will and Will Not Do
Nov 01, 2024
The Next President's Rude Welcome
Nov 01, 2024
Fed's Rate Cut Campaign to Continue
Nov 01, 2024
FiveThirtyEight to Midnight
Nov 01, 2024
U.S. Consumer in Full Flight
Nov 01, 2024
Canadian GDP - Slow Train Coming
Oct 31, 2024
U.S. Consumers: Treat or Treat
Oct 31, 2024
U.S. Q3 GDP Growth Still Smoking Hot
Oct 30, 2024
Ontario FY24/25 Fiscal Update
Oct 30, 2024
Can Americans BE More Confident?
Oct 29, 2024
Retail Sales Finding a Bottom?
Oct 25, 2024
All Quiet on the U.S. Housing Front
Oct 25, 2024
Canada's Housing Market in Charts
Oct 25, 2024
Fifty, Eh?
Oct 25, 2024
Loonie at Risk
Oct 25, 2024
Canada's Immigration Rethink
Oct 24, 2024
BoC Rate Decision: 50 Mission Cut
Oct 23, 2024
If You List It (And Lower Rates), They Will Come
Oct 23, 2024
One is No Longer a Lonely Number
Oct 18, 2024
U.S. Housing Starts Going Nowhere Fast
Oct 18, 2024
You've Gotta Earn It
Oct 18, 2024
The ECB: the Mechazilla of Euro Growth?
Oct 18, 2024
2024 U.S. Election: Macro and Market Impacts
Oct 18, 2024
China: Decoding the Data
Oct 18, 2024
Cdn Consumer Sinking, but U.S. Wants to Swim
Oct 18, 2024
When Things Changed, the ECB Changed
Oct 17, 2024
Canadian Housing Monitor: October 2024
Oct 15, 2024
Canadian CPI: Less Swift, Prompting Swifter BoC Cuts
Oct 15, 2024
Where Have You Gone, Fiscal Discipline?
Oct 11, 2024
Rates Scenario for October 11, 2024
Oct 11, 2024
Upward Jobless Rate Drift
Oct 11, 2024
25 or Stick to More
Oct 11, 2024
ECB: "Skip October? Not Sure We Should!"
Oct 11, 2024
Canadian Jobs: Voted 'Most Likely to Confuse'
Oct 11, 2024
U.S. Inflation Deja Vu?
Oct 11, 2024
Keeping the Door Open for 50
Oct 11, 2024
Won't Cry Over CPI
Oct 11, 2024
U.S. Inflation: Down But Not Out
Oct 10, 2024
Watching (the Polls) and Waiting
Oct 09, 2024
Cdn. Merchandise Trade: Folie a Deux
Oct 08, 2024
U.S. Regional Economy: Pockets of Strength Spread
Oct 04, 2024
Growth Scare
Oct 04, 2024
The Market's Message: Soft Landing Engaged
Oct 04, 2024
Serving Up a Soft Landing
Oct 03, 2024
Provincial Credit Watch: October 2024
Oct 02, 2024
U.S. ISM Manufacturing PMI: Sideways in September
Oct 01, 2024
Fifty-Fifty on 50
Sep 27, 2024
The Yield Curve... Again
Sep 27, 2024
It's a Small (Rate) World, After All
Sep 27, 2024
U.S. Consumers Still Chugging Along
Sep 27, 2024
Strong Like Bull
Sep 27, 2024
U.S. Profits: The Epitome of Resilience
Sep 27, 2024
China Steps Up Stimulus
Sep 27, 2024
Take This... You'll Feel Better in the Morning
Sep 27, 2024
Canadian GDP - Grand Railroad Funk
Sep 27, 2024
U.S. Durable Goods Orders Held Aloft
Sep 26, 2024
Cuts Like a Bull
Sep 20, 2024
Fed's Big Bang
Sep 20, 2024
Feels Like Summer?
Sep 20, 2024
Global Monetary Policy... Needs Time
Sep 20, 2024
Mortgage Rules and Rates: The 3.9% Solution?
Sep 20, 2024
China: Assessing the Impact of a 60% Trump Tariff
Sep 20, 2024
Goldilocks and the Wee Bears
Sep 20, 2024
Could Canadian Inflation Go Too Low?
Sep 20, 2024
U.S. Existing Home Sales: August Slipped Away...
Sep 19, 2024
FOMC Policy Announcement & SEP - Rate Cut Kickoff
Sep 18, 2024
U.S. Housing Starts: Hammer Time?
Sep 18, 2024
U.S. Retail Sales Still Healthy
Sep 17, 2024
Canadian CPI (August) - Back to Target
Sep 17, 2024
Canadian Housing Monitor: September 2024
Sep 16, 2024
Not All Central Banks Are Dovish
Sep 13, 2024
Fed Preview: Cut Campaign Commences
Sep 13, 2024
Slicing the Provincial Growth Pie
Sep 13, 2024
Crude Oil Outlook: Reality Bites
Sep 13, 2024
Time Has Come Today...
Sep 13, 2024
Rate-Cut Eve
Sep 13, 2024
Rates Scenario for September 12, 2024
Sep 12, 2024
U.S. August CPI Good but Not Great
Sep 11, 2024
We All Grow On Okay
Sep 11, 2024
Crude Reality
Sep 10, 2024
The September Effect?
Sep 06, 2024
Brazil's Monetary Policy Dilemma
Sep 06, 2024
Canadian Job Market Slack is a Fact
Sep 06, 2024
ECB's Sept Meeting: Wide Open and Shut
Sep 06, 2024
Fed's Labour Market Litmus
Sep 06, 2024
Productivity Now Redux
Sep 06, 2024
Take 5 for 50
Sep 06, 2024
U.S. August Employment Report: No Reason to Panic
Sep 06, 2024
ISM Services PMI Edges Up In August
Sep 05, 2024
Productivity Now Redux
Sep 05, 2024
BoC: No Muss, No Fuss, 25 bp Cut
Sep 04, 2024
As the Trade Turns
Sep 04, 2024
Beige Book - Green Light
Sep 04, 2024
U.S. ISM Manufacturing - Unsatis-factory
Sep 03, 2024
Another Turn of the Immigration Dial (TFWs)
Sep 03, 2024
Sticking the Landing
Sep 03, 2024
Provincial Credit Watch: September 2024
Sep 03, 2024
Dog Days
Aug 30, 2024
What's the Story, Market Glory?
Aug 30, 2024
8/30/2024
Aug 30, 2024
Canadian Real GDP: Decent Spring, Soggy Summer
Aug 30, 2024
U.S. PCE Inflation Tame, Spending Strong in July
Aug 30, 2024
Canadian Job Market Hitting a Wall
Aug 30, 2024
U.S. Election: Polls and Policy Prognoses
Aug 30, 2024
BMO Business Activity Index - A Midsummer Rebound
Aug 29, 2024
Chalking Up Another Deficit
Aug 29, 2024
U.S. Durable Goods Orders Fly in July
Aug 26, 2024
U.S. Labour Market Weaker But Not Weak
Aug 23, 2024
Revving Past Auto Sales
Aug 23, 2024
Crude Oil Outlook: The China Effect
Aug 23, 2024
U.S. Existing Home Sales Rebound Slightly in July
Aug 22, 2024
FOMC Minutes (July 30-31) - Closing in on Rate Cuts
Aug 21, 2024
Manufacturing's Down but Not for Long
Aug 21, 2024
Canadian CPI (July) - Summer Core Cooling
Aug 20, 2024
Cdn. Housing Starts (July) - Still Breaking Ground
Aug 16, 2024
Cut? Hike? Hawkish Hold? Every Which Way
Aug 16, 2024
Decoding the Earnings Season
Aug 16, 2024
Why Jay and Tiff Worry (More) about Labour Markets
Aug 16, 2024
The Final Trap?
Aug 16, 2024
U.S. Retail Sales Rebound Strongly
Aug 15, 2024
Canadian Housing Monitor: August 2024
Aug 15, 2024
U.S. Industrial Production Blown Down in July
Aug 15, 2024
July CPI Comes in Right Down the Pike
Aug 14, 2024
California Economic Outlook - August 2024
Aug 12, 2024
Brazil: Real Trouble?
Aug 09, 2024
U.S. Household Debt Still Manageable
Aug 09, 2024
Canadian Jobs: Against the Wind
Aug 09, 2024
Recession Risk Redux?
Aug 09, 2024
The Kids Aren't Alright-Job Market Concerns
Aug 09, 2024
Those Lazy, Hazy, Crazy Days of Summer
Aug 09, 2024
Quick VIX
Aug 09, 2024
Rates Scenario for August 7, 2024
Aug 07, 2024
Late-Summer Retreat
Aug 07, 2024
Let the (Easing) Games Begin
Aug 06, 2024
Crude Intentions
Aug 06, 2024
U.S. Service Sector Rebounds In July
Aug 05, 2024
Up, Down and Flat
Aug 04, 2024
Sahm-er Time: Economy Crashes the Party
Aug 02, 2024
50 Mission Cut
Aug 02, 2024
U.S. Labour Costs: From Inflation Foe to Friend
Aug 02, 2024
Has the Wave of Canadian Business Failures Crested?
Aug 02, 2024
U.S. ISM Manufacturing: Summertime Sag-ness
Aug 01, 2024
Provincial Credit Watch: August 2024
Aug 01, 2024
Canadian GDP - Still Some Growth in the Pipeline
Jul 31, 2024
U.S. Employer Labor Costs Moderate Slightly in Q2
Jul 31, 2024
Sticking the Soft Landing
Jul 30, 2024
Whole Lotta Rate-Cut Love
Jul 26, 2024
Faster, Lower, Stranger
Jul 26, 2024
U.S. Consumers Keep On Keeping On
Jul 26, 2024
Rock, Paper, Scissors
Jul 26, 2024
Valid Fears of Mortgage Arrears?
Jul 26, 2024
U.S. Headline Durable Goods Orders Plunge in June
Jul 25, 2024
U.S. Q2 GDP Growth Rebounds Well Above Potential
Jul 25, 2024
U.S. Existing Home Sales Continue to Slide
Jul 23, 2024
Canadian Housing: Build, Baby, Build?
Jul 19, 2024
Canadian Job Market: "We'll Be in Touch"
Jul 19, 2024
China: More Questions than Answers
Jul 19, 2024
Make Markets Great? Again?
Jul 19, 2024
Global Central Bank Outage
Jul 19, 2024
ECB Is Taking The Summer Off
Jul 18, 2024
Beige Book Paints Softer Picture of Economy
Jul 17, 2024
U.S. June Retail Sales Hold Up Better Than Expected
Jul 16, 2024
Canadian CPI - Good Enough to Cut
Jul 16, 2024
BoC BOS and SCE (Q2) - Fool Me Twice?
Jul 15, 2024
U.S.-Canada Trade Tallies and Tussles
Jul 12, 2024
U.S. Inflation: Perceptible Progress
Jul 12, 2024
U.S. Producer Prices Still Percolating
Jul 12, 2024
The Tipping Point
Jul 12, 2024
Beryling Along to a Rate Cut
Jul 12, 2024
Another Very Good U.S. Inflation Report
Jul 11, 2024
Summertime Lull
Jul 11, 2024
BMO Business Activity Index - Still Aloft
Jul 08, 2024
Slack Builds
Jul 05, 2024
Ten Inflation Fables
Jul 05, 2024
Crude Oil Outlook: The Saudi Effect
Jul 05, 2024
Cdn Jobs - About that Tight Labour Market ...
Jul 05, 2024
U.S. Labor Market Cooling Continues in June
Jul 05, 2024
Political Capital
Jul 05, 2024
Ch-ch-ch-changes
Jul 05, 2024
Slackers
Jul 05, 2024
FOMC Minutes (June 11-12) - Data Dependent Indeed
Jul 03, 2024
U.S. Services Sector: Unexpectedly Shrinking
Jul 03, 2024
Hitting the Trade Brakes
Jul 03, 2024
Provincial Credit Watch: July 2024
Jul 03, 2024
U.S. Manufacturing Sector Contracts .... Again
Jul 01, 2024
Inflation: Not Dead Yet, But Pining for the Fjords
Jun 28, 2024
Drive for Show
Jun 28, 2024
Wages: Waxing, Waning or Warning?
Jun 28, 2024
Canadian GDP Rebounding? It's Debatable
Jun 28, 2024
Not-so Durable Orders
Jun 27, 2024
Canadian Inflation - SpOiler Alert
Jun 25, 2024
April Flowers for Cdn Consumers
Jun 21, 2024
U.S. Home Sales Stuck In the Basement
Jun 21, 2024
Next Page in the Asset Price Playbook
Jun 21, 2024
America's Soft-landing Consumers
Jun 21, 2024
Ordinary People, Extraordinary Prices
Jun 21, 2024
Joy, Sadness, Anger, Disgust? Fear, Anxiety!
Jun 21, 2024
Is the Risk of a Renminbi Devaluation Real?
Jun 21, 2024
Canadian Housing: Migration Matters
Jun 21, 2024
U.S. Housing Starts: Not Just Under the Weather
Jun 20, 2024
U.S. Retail Sales Even Weaker Than We Thought
Jun 18, 2024
U.S. Industrial Production Blooms in May
Jun 18, 2024
The French Disconnection
Jun 14, 2024
Dot Plot Twist
Jun 14, 2024
Rates Scenario for June 14, 2024
Jun 14, 2024
Rates Keep Borrowing Muted
Jun 13, 2024
U.S. CPI Inflation Undershoots in May
Jun 12, 2024
FOMC Preview: Staying the Course
Jun 07, 2024
ECB: Take the Summer Off
Jun 07, 2024
U.S.-Canada Matters: Three Key Themes
Jun 07, 2024
Canadian Jobs: E-Day
Jun 07, 2024
U.S.-Canada Matters: Three Key Themes
Jun 07, 2024
Still Purring
Jun 07, 2024
Run Forecasts, Run!
Jun 07, 2024
U.S. Nonfarm Payrolls Exceed All Expectations
Jun 07, 2024
Canadian Housing Liftoff or Letdown?
Jun 07, 2024
ECB Finally Cuts Rates ... Take it Step by Step?
Jun 06, 2024
BoC - The Big Ease-y
Jun 05, 2024
You Can't Keep The U.S. Service Sector Down
Jun 05, 2024
OPEC+ Fatigue Sets In
Jun 05, 2024
Provincial Credit Watch: June 2024
Jun 04, 2024
Inflation Monitor for June 2024
Jun 03, 2024
U.S. Manufacturing Sector Contracts Again in May
Jun 03, 2024
Tariffs: Terrific or Terrifying?
May 31, 2024
Canadian GDP: Generally Downbeat Picture
May 31, 2024
Girl Power: Impact of Professional Women's Sport
May 31, 2024
Growth Slows, Rate-Cut Optimism Grows
May 31, 2024
Girl Power: Impact of Professional Women's Sport
May 31, 2024
Lagarde to the Governing Council: It's Go Time
May 31, 2024
The First Cut is the Deepest... and the Toughest
May 31, 2024
Following the Current (Account)
May 30, 2024
AI, Caramba: Productivity and Job Impacts
May 24, 2024
Nvitable Divergence?
May 24, 2024
A Little Bit of Everything
May 24, 2024
All About the Earnings
May 24, 2024
All in Order for U.S. Factory Orders
May 24, 2024
U.S. Existing Home Sales Slip ... Again!
May 22, 2024
How Now 40 Thou Dow?
May 17, 2024
Crude Oil Outlook: All Eyes on OPEC+'s Next Meeting
May 17, 2024
U.S. Inflation: Stuck in the Middle?
May 17, 2024
What's a Canadian Investor to Do?
May 17, 2024
U.S. Small Business Not Yet Seasick
May 17, 2024
Roaring City? No, Not for Housing
May 15, 2024
U.S. Retail Sales Disappoint in April
May 15, 2024
Cdn. Jobs: April Powers
May 10, 2024
Canadian Housing: Soft Landing, Soft Takeoff
May 10, 2024
Winds of Provincial Change
May 10, 2024
And Now for Something Completely Different
May 10, 2024
Whole Lotta Earnings Love
May 10, 2024
Sticky Inflation, Sticky Rates
May 09, 2024
Metals' Breakout Moment
May 07, 2024
Provincial Credit Watch: May 2024
May 06, 2024
How Do You Like Them Apples?
May 03, 2024
U.S. Services Resiliency Takes a Hit
May 03, 2024
BoE: June or August?
May 03, 2024
Bullish to the Core
May 03, 2024
U.S. Job Growth Downshifts in April
May 03, 2024
CRE Update: Out of Office
May 03, 2024
The Alchemy of Revisions
May 02, 2024
U.S. Productivity Growth Decelerates in Q1
May 02, 2024
FOMC Monetary Policy Announcement: May Day Rate Stay
May 01, 2024
Turning the Page on '23
May 01, 2024
U.S. Employer Labor Costs Edge Up In Q1
Apr 30, 2024
Canadian Monthly GDP (Feb.) - Flash in the Pan
Apr 30, 2024
Inflation Monitor for May 2024
Apr 29, 2024
BMO Business Activity Index - Less Lion, More Lamb
Apr 29, 2024
ECB Returns to Data-Watching
Apr 27, 2024
California Outlook: Dreaming of Better Days
Apr 26, 2024
Torched Prices Department
Apr 26, 2024
Gut Check for Tech
Apr 26, 2024
U.S. Inflation Reheats
Apr 26, 2024
U.S. GDP Growth Slows Sharply in the First Quarter
Apr 25, 2024
U.S. Factories Still Humming in March
Apr 24, 2024
Canadian Retail Sales (Feb.) - Quiet at the Mall
Apr 24, 2024
Spring Forward
Apr 24, 2024
Things That Make You Go Hmmmm
Apr 19, 2024
Powell Play
Apr 19, 2024
U.S. Housing Takes the Brunt of Fed Policy
Apr 19, 2024
Did We Say Rate Cuts?
Apr 19, 2024
Federal Budget: Capital Punishment
Apr 19, 2024
Rates Scenario for April 18, 2024
Apr 18, 2024
Taking the Wind Out of Your Sales
Apr 18, 2024
Canadian CPI - Core De-Levitating
Apr 16, 2024
U.S. Industrial Production Expands Again in March
Apr 16, 2024
U.S. Homebuilding Activity Hammered in March
Apr 16, 2024
Raising the Roof on Spending
Apr 16, 2024
U.S. Retail Sales Exceed Expectations
Apr 15, 2024
California Economic Outlook - April 2024
Apr 15, 2024
Central Banks: Stick to the Plan... for Now
Apr 12, 2024
You Take the High Road, and We'll Take the Low
Apr 12, 2024
China: New Forces at Work
Apr 12, 2024
Canadian Mortgages: Fix or Float?
Apr 12, 2024
Driving Investors Loonie
Apr 12, 2024
ECB Hold 'Em
Apr 11, 2024
BoC Rate Decision & MPR - Holding Pattern
Apr 10, 2024
Oh Oh Another "Hot" U.S. CPI Report
Apr 10, 2024
Provincial Finances: The Shine is Wearing Off
Apr 10, 2024
Commodities Spy Green Shoots
Apr 10, 2024
Crude Oil Outlook: Back in the Spotlight
Apr 05, 2024
Canada - Total Eclipse of the Jobs
Apr 05, 2024
America's Industry and State Leaderboards
Apr 05, 2024
Eyes on the Jobless Rate
Apr 05, 2024
U.S. Payrolls: March (Hiring) Madness
Apr 05, 2024
ECB Preview: Let's Wait Awhile
Apr 05, 2024
All That Glitters
Apr 05, 2024
Continental Divide
Apr 05, 2024
February Flair
Apr 04, 2024
Provincial Credit Watch: April 2024
Apr 04, 2024
U.S. ISM Services PMI: An Unexpected March Down
Apr 03, 2024
Manitoba (FY24/25) - Running the Deficit River
Apr 02, 2024
Slow Progress on the Inflation Front
Apr 01, 2024
Inflation Monitor for April 2024
Apr 01, 2024
U.S. PCE Inflation Moderates Even as Spending Jumps
Mar 29, 2024
A Tale of Two Labour Markets
Mar 28, 2024
Wait, What's Your Rush?
Mar 28, 2024
Canadian GDP - Weirdly Warm Winter
Mar 28, 2024
No Bear About It
Mar 28, 2024
Five Pre-Budget Questions, Concerns
Mar 28, 2024
U.S. Durable Goods Orders Rebound in February
Mar 26, 2024
Ontario (FY24/25) - Deficits Grow in Ontario
Mar 26, 2024
Rates Scenario for March 25, 2024
Mar 25, 2024
Super Fight II: Biden vs. Trump
Mar 22, 2024
We've Only Just Begun
Mar 22, 2024
Bank of Canada Trajectory Becoming Clear
Mar 22, 2024
Canada's NPR Limits: A Measure with Muscle
Mar 22, 2024
Looking Under the Hood
Mar 22, 2024
Reddit or Not, Here Come Rate Cuts
Mar 22, 2024
I Reddit in the Dot Plot
Mar 22, 2024
BoE Is Increasingly Dovish
Mar 21, 2024
Nfld. and Labr. (FY24/25) - Mind the Gap
Mar 21, 2024
U.S. Existing Home Sales Heat Up in February
Mar 21, 2024
Saskatchewan (FY24/25) - Revenue Gully
Mar 20, 2024
Cdn CPI: The Day the High Inflation Died?
Mar 19, 2024
New Brunswick (FY24/25) - Stable Bottom Line
Mar 19, 2024
Housing Starts Rebound Solidly in February
Mar 19, 2024
Canadian Home Sales: February Made Them Shiver
Mar 18, 2024
March Brakes
Mar 15, 2024
Workers and Slackers
Mar 15, 2024
U.S. Inflation: Good Things, Bad Service
Mar 15, 2024
BoJ to Tighten; BoE to Signal a June Cut
Mar 15, 2024
U.S. Retail Sales Rebound in February
Mar 14, 2024
Higher Rates Slow Borrowing
Mar 13, 2024
Quebec (FY24/25) - Losing Sight of Balance
Mar 12, 2024
U.S. Consumer Price Inflation Fails to Submit
Mar 12, 2024
Cdn Jobs - It's All About the Population Base
Mar 08, 2024
It's Earlier than You Think
Mar 08, 2024
ECB Gives Clarity and Colour for the Coming Cut
Mar 08, 2024
U.S. Employment Growth Beats in February
Mar 08, 2024
Canadian Growth: Time for a Rethink
Mar 08, 2024
Are We There Yet?
Mar 08, 2024
Can China's Economy Grow 'Around 5%' This Year?
Mar 08, 2024
Commodity Dichotomy
Mar 07, 2024
The Devil's in the Details
Mar 07, 2024
The ECB Will Know "A Lot More In June"
Mar 07, 2024
Beige Book: Some "Slight" Cooling
Mar 06, 2024
Fed Chair Powell Testimony: Sticking to Script
Mar 06, 2024
Provincial Credit Watch: March 2024
Mar 05, 2024
Still-Sturdy Services Slip
Mar 05, 2024
Inflation Monitor for March 2024
Mar 04, 2024
Expect Some Patience from the ECB
Mar 01, 2024
Did the Bull Leave Canada Behind?
Mar 01, 2024
March-ing to a Different Drummer
Mar 01, 2024
U.S. Fiscal Update: Kicking the Can... Again
Mar 01, 2024
Powell's MPR Testimony: Patience Is a Virtue
Mar 01, 2024
Alberta (FY24/25) - Alberta is Calling Louder
Feb 29, 2024
PEI Budget (FY24/25) - Deficits Wash Ashore
Feb 29, 2024
Cdn GDP: One Small Leap ...
Feb 29, 2024
Good(s) News for the Current Account
Feb 28, 2024
BMO Business Activity Index - Staying Afloat
Feb 28, 2024
U.S. Durable Goods Orders Freeze in January
Feb 27, 2024
Nvi-tation to Rally
Feb 23, 2024
Crude Oil Outlook: Searching for Direction
Feb 23, 2024
How Fragile are Canadian Business Finances?
Feb 23, 2024
Nvigorating
Feb 23, 2024
Variety is the Spice of Life
Feb 23, 2024
Deep Deficits Drive Debt
Feb 22, 2024
U.S. Existing Home Sales Rebound in January
Feb 22, 2024
A Dazzling December
Feb 22, 2024
January FOMC Minutes... Fear of Cutting Too Quickly
Feb 21, 2024
No Worry, No Cry ... on CPI
Feb 20, 2024
Mind the (Inflation) Gap: CPI vs. PCE
Feb 16, 2024
I Spy a Bad CPI. And PPI.
Feb 16, 2024
Dawn of the Budget Season
Feb 16, 2024
Neither Rain, Nor Snow, Nor CPI...
Feb 16, 2024
U.S. Producer Prices Rebound in January
Feb 16, 2024
The First Step Is the Hardest
Feb 16, 2024
U.S. Industrial Production Freezes in January
Feb 15, 2024
U.S. Retail Sales Drop More Than Expected in January
Feb 15, 2024
U.S. Inflation "Super-Bad" in January
Feb 13, 2024
Supply Chains: Still Friend Not Foe
Feb 09, 2024
Super Rally
Feb 09, 2024
January Jobs: Clear as Mud
Feb 09, 2024
Japan and Britain, Come on Down!
Feb 09, 2024
S&P 5000
Feb 09, 2024
QT, Quo Vadis?
Feb 09, 2024
Still Airborne
Feb 07, 2024
Propping Up the Fourth Quarter
Feb 07, 2024
Commodities Standing By for Rate Relief
Feb 07, 2024
Provincial Credit Watch: February 2024
Feb 06, 2024
U.S. Service Sector Growth Accelerates in January
Feb 05, 2024
Rates Scenario for February 5, 2024
Feb 05, 2024
Lots of Variety in Policy Decision-Making
Feb 02, 2024
U.S. Employment Growth Accelerates in January
Feb 02, 2024
Groundhog Year
Feb 02, 2024
A Productive Year for the U.S. Economy
Feb 02, 2024
Meta Moon
Feb 02, 2024
U.S. Nonfarm Productivity Growth Remains Solid in Q4
Feb 01, 2024
U.S. ISM Manufacturing PMI: Expanding New Orders
Feb 01, 2024
U.S. Employer Labor Costs Moderate Slightly in Q4
Jan 31, 2024
Canadian GDP: After the Landing
Jan 31, 2024
FOMC Announcement - An Unhurried Pivot to Rate Cuts
Jan 31, 2024
Inflation Monitor for January 2024
Jan 29, 2024
China: Hope Floats
Jan 26, 2024
How Fragile are Canadian Household Finances?
Jan 26, 2024
Bears in Hibernation
Jan 26, 2024
Knowing When to Hold and When to Fold
Jan 26, 2024
U.S. Q4 GDP - An Upside Surprise... Again!
Jan 25, 2024
ECB Preview.... Patience
Jan 19, 2024
Chilly Winter for Canadian Consumers
Jan 19, 2024
Existing Home Sales Unexpectedly Drop in December
Jan 19, 2024
Chasing Records
Jan 19, 2024
Housing Outlook: Laying the Floor
Jan 19, 2024
Black Friday Bust
Jan 19, 2024
BoC Preview: Still More Work to Do
Jan 19, 2024
Beige Book Reports Improved Outlook
Jan 17, 2024
December Retail Sales Come in Strong
Jan 17, 2024
U.S. Industrial Production Driven Modestly Higher
Jan 17, 2024
A Beef With Inflation
Jan 16, 2024
BoC BOS and SCE (Q4) - Stubborn Sticky Inflation
Jan 15, 2024
U.S. Government Shutdown: Here We Go Again
Jan 15, 2024
Cdn Home Sales: Out of the Deep Freeze
Jan 15, 2024
U.S. Manufacturing's Sort-of Renaissance
Jan 12, 2024
Global Growth... Wretched or Resilient?
Jan 12, 2024
Red (Sea) Alert
Jan 12, 2024
Sticky Inflation Situation
Jan 12, 2024
U.S. Inflation Rebounds in December
Jan 11, 2024
Commodities Shift Into Neutral
Jan 11, 2024
November's Trade Winds
Jan 09, 2024
Provincial Credit Watch: January 2024
Jan 09, 2024
Onward and Upward?
Jan 05, 2024
Strong U.S. Employment Report for December
Jan 05, 2024
Canadian Jobs: Prairie Flat
Jan 05, 2024
In Better (Financial) Condition
Jan 05, 2024
U.S. Service Sector Activity Slowed in December
Jan 05, 2024
A Cooler Q4
Jan 05, 2024
About Those Rate Cuts...
Jan 05, 2024
U.S. Manufacturing Sector Slump Continues
Jan 03, 2024
Take It Easier
Jan 03, 2024
Holiday Shopping Season Kicks Into High Gear
Dec 22, 2023
Cdn. GDP - Dreaming of a Soft Landing
Dec 22, 2023
2023 Bull Market Awards
Dec 22, 2023
5 Fun Factoids of '23, 5 Fab Forecasts for '24
Dec 22, 2023
And in the End...
Dec 22, 2023
A Mixed Bag from Santa
Dec 21, 2023
U.S. Consumers In Jolly Good Mood
Dec 20, 2023
U.S. Existing Home Sales Rise in November
Dec 20, 2023
U.S. Housing Starts Soar in November
Dec 19, 2023
Frosty, the Inflation Progress
Dec 19, 2023
When Will Cuts Be Part of the Discussion?
Dec 15, 2023
Industrial Production Rebounds in November
Dec 15, 2023
Global Outlook 2024: The Long Descent
Dec 15, 2023
Best Charts of 2023 / Outlook 2024
Dec 15, 2023
We're All Doves Now
Dec 15, 2023
Rates Scenario for December 15, 2023
Dec 15, 2023
Grinch or Santa? No Presents from the ECB This Year
Dec 14, 2023
Canadian Housing: Looking to 2024 after a Soggy Fall
Dec 14, 2023
Keeping an Eye on Service Costs
Dec 13, 2023
California Economic Outlook - December 2023
Dec 13, 2023
U.S. Headline Inflation Stays Low-Core Not So Much
Dec 12, 2023
The Waiting
Dec 08, 2023
U.S. Productivity: Here Comes Santa Claus
Dec 08, 2023
Strong U.S. Employment Report for November
Dec 08, 2023
Muffled Jingle Bells for Canadian Retailers
Dec 08, 2023
Thinking About Thinking About Rate Cuts?
Dec 08, 2023
Thinking About Thinking About Rate Cuts
Dec 08, 2023
OPEC+ Cohesion Remains in the Spotlight
Dec 08, 2023
What Will the BoE and ECB Signal?
Dec 08, 2023
Commodities Caught in Crosscurrents
Dec 07, 2023
Surplus in Sinc
Dec 06, 2023
BoC: Talking Tough, But the Audience Has Moved On
Dec 06, 2023
ISM Services Index Gains Ground in November
Dec 05, 2023
Provincial Credit Watch: December 2023
Dec 05, 2023
Inflation Monitor for December 4
Dec 04, 2023
Think Before You Speak
Dec 01, 2023
Canadian Employment (Nov.) - U Rate, U Turn
Dec 01, 2023
U.S. Home Sales Pummelled as Prices Pumped
Dec 01, 2023
BoC Preview: Steady End to a Volatile Year
Dec 01, 2023
Another PCE of the Puzzle
Dec 01, 2023
Modern Monetary Maestros
Dec 01, 2023
ISM Manufacturing Index Steady in November
Dec 01, 2023
The R Word ... Revisions
Nov 30, 2023
Alberta FY23/24 Mid-Year Fiscal Update
Nov 30, 2023
Cdn Current Account: Lower Your Expectations
Nov 29, 2023
Beige Book: Economic Activity Slowed
Nov 29, 2023
British Columbia FY23/24 Mid-Year Fiscal Update
Nov 28, 2023
BMO Business Activity Index - Autumn Chill
Nov 28, 2023
Jagged Large Pill to Swallow
Nov 24, 2023
Themes from Ottawa's Fiscal Update
Nov 24, 2023
In the Black... Friday
Nov 24, 2023
A September Song for Retail Sales
Nov 24, 2023
Canadian Holiday Sales: Oh, So, Lo
Nov 24, 2023
U.S. Durable Goods Orders Lost Altitude in October
Nov 22, 2023
CPI: Good Things Come in Smaller Packages
Nov 21, 2023
Existing Home Sales Slide Again in October
Nov 21, 2023
Fall Economic Statement - 40 is the New 30
Nov 21, 2023
Fed Data Driven While Mindful of the Risks
Nov 21, 2023
Inflation Monitor for November 20
Nov 20, 2023
Crude Oil Outlook: OPEC+ Back in the Hot Seat
Nov 17, 2023
Yield Happy
Nov 17, 2023
Ding Dong, Inflation's Dead?
Nov 17, 2023
Services Inflation: Broadly Speaking
Nov 17, 2023
It's Still Hammer Time in October
Nov 17, 2023
U.S. Industrial Production Driven Lower in October
Nov 16, 2023
Cdn. Housing Starts (October)
Nov 16, 2023
U.S. Retail Sales Slip in October
Nov 15, 2023
Canadian Home Sales - Fall Headwinds
Nov 15, 2023
U.S. Inflation Cools Sharply in October
Nov 14, 2023
Retail in Therapy
Nov 10, 2023
The (Warning) Shot Heard Round the World
Nov 10, 2023
Canadian Retail in Therapy
Nov 10, 2023
Brazil: Goldilocks Comes to Town
Nov 10, 2023
U.S. Household Credit Check-up
Nov 10, 2023
Easy Does It ...For Some
Nov 10, 2023
Europe Still Holding Up
Nov 10, 2023
Separation Anxiety: Can the BoC Leave the Fed?
Nov 10, 2023
Rates, Demand Fears Top Geopolitics
Nov 09, 2023
Provincial Credit Watch: November 2023
Nov 09, 2023
BoC Summary of Deliberations - The Waiting Game
Nov 08, 2023
Turning Point?
Nov 08, 2023
Quebec FY23/24 Fiscal Update
Nov 07, 2023
An Energized Surplus
Nov 07, 2023
U.S. Nonfarm Payrolls: The Great Moderation
Nov 03, 2023
Canadian Housing Market Braces for Chilly Winter
Nov 03, 2023
And Now, We Wait
Nov 03, 2023
Services Slide
Nov 03, 2023
Canadian Jobs: We Just Can't Get Enough
Nov 03, 2023
Canada's Perennial Productivity Puzzle
Nov 03, 2023
The Global Pause that Refreshes
Nov 03, 2023
The R-Word
Nov 03, 2023
The R-Word
Nov 03, 2023
BoE Keeps Rates As Is
Nov 02, 2023
Ontario FY23/24 Fiscal Update
Nov 02, 2023
Rates Scenario for November 2, 2023
Nov 02, 2023
U.S. ISM Manufacturing PMI JOLTed
Nov 01, 2023
Employment Costs Remain Firm in the Third Quarter
Oct 31, 2023
U.S. Consumer: Crazy Days of Summer
Oct 27, 2023
Northern Lags
Oct 27, 2023
The Auto Sector after the Strike
Oct 27, 2023
For the ECB, Everyday is Halloween
Oct 27, 2023
U.S. Consumers: Won't Back Down
Oct 27, 2023
Down Goes Loonie (Season 23, Episode 72)
Oct 27, 2023
U.S. Q3 GDP: What Landing?
Oct 26, 2023
Durable Goods Orders Surge in September
Oct 26, 2023
BoC: Pause Patrol
Oct 25, 2023
Inflation Monitor for October 23
Oct 23, 2023
Five, Oh!
Oct 20, 2023
BoC Preview: Let Time Do the Work
Oct 20, 2023
The Bonds that Bind
Oct 20, 2023
ECB Preview: Break for Pause
Oct 20, 2023
China: Back from the Brink
Oct 20, 2023
While My R-Star Gently Creeps
Oct 20, 2023
Cold Wind in August
Oct 20, 2023
U.S. Inflation: Your Serve
Oct 20, 2023
Healthy Harvest, Cheaper Chow?
Oct 20, 2023
U.S. Existing Home Sales Drop Further In September
Oct 19, 2023
Powell Hits All the Right Notes
Oct 19, 2023
October Beige Book Hints At A Possible Slowdown
Oct 18, 2023
U.S. and Canada Housing Starts Rise In September
Oct 18, 2023
Canadian CPI (Sep.) - License to Pause
Oct 17, 2023
No Pale September for U.S. Industrial Production
Oct 17, 2023
Inflation Monitor for October 16
Oct 16, 2023
Higher Rates Were Bound to Bite
Oct 16, 2023
Pivotal Data Week for the BoC
Oct 13, 2023
America's Fiscal Follies
Oct 13, 2023
Risks On
Oct 13, 2023
ECB: It's Complicated
Oct 13, 2023
Four's a Crowd for Inflation
Oct 13, 2023
Higher Inflation Expectations on Friday The 13th
Oct 13, 2023
CPI Runs Slightly Hotter than Expected In September
Oct 12, 2023
Commodities Headed for a Fright?
Oct 12, 2023
September FOMC Minutes Reveal a Dovish Bent
Oct 11, 2023
No Longer Low for Longer
Oct 06, 2023
Ride of the Vigilantes
Oct 06, 2023
Crude Oil Outlook: Off the Boil for Now?
Oct 06, 2023
Widespread Strength
Oct 06, 2023
The Adjustment to Higher-for-Longer Continues
Oct 06, 2023
Thanks for Giving us Lots of Teacher Jobs
Oct 06, 2023
An Energized August
Oct 05, 2023
Provincial Credit Watch: October 2023
Oct 05, 2023
Eye of the Storm
Oct 02, 2023
U.S. Manufacturing ISM Contractions Are Slowing
Oct 02, 2023
Sink or Swim for the Canadian Economy
Sep 29, 2023
Canadian Real GDP (July) - Headwinds Blowing
Sep 29, 2023
Fighting the Yield
Sep 29, 2023
Mapping Canada's Economic Conditions
Sep 29, 2023
Shutting Down the Expansion?
Sep 29, 2023
BMO Business Activity Index - A Brief Respite
Sep 27, 2023
U.S. Durable Goods Orders: Core Strength in August
Sep 27, 2023
Rates Scenario for September 26, 2023
Sep 26, 2023
Inflation Monitor for September 25
Sep 25, 2023
School's (Not) Out for Debtors
Sep 22, 2023
Canadian Retail Sales (July) - Hey Careful Spender
Sep 22, 2023
It's Fall, Except for Yields
Sep 22, 2023
Pie in the Sky on Housing Supply
Sep 22, 2023
Hike! Hold! Cut!
Sep 22, 2023
Fed Up
Sep 22, 2023
Leaning Into the Headwind
Sep 21, 2023
FOMC Policy Announcement and SEP - Onward November
Sep 20, 2023
Housing Starts Plunge In August
Sep 19, 2023
Inflation Monitor for September 18
Sep 18, 2023
U.S. Industrial Production: Mining Gains in August
Sep 15, 2023
Gassed
Sep 15, 2023
The Many Faces of De-Risking
Sep 15, 2023
Will the Auto Strike Drive the Economy off a Cliff?
Sep 15, 2023
The Economy That Didn't Bark
Sep 15, 2023
ECB is Done, BoE is Close, BoJ is Mincing Along
Sep 15, 2023
ECB Hikes 25 bps.... The Beginning of the End?
Sep 14, 2023
U.S. Retail Spending Powers Down
Sep 14, 2023
Income-ing
Sep 13, 2023
It Was a Hot August for U.S. Inflation
Sep 13, 2023
Pop(ulation) Goes the Job Growth
Sep 08, 2023
Energy Fuelling Rate Worries
Sep 08, 2023
The Right Balance (Sheet) for a Soft Landing?
Sep 08, 2023
Got a Euro Coin?
Sep 08, 2023
Oil and Trouble, on the Double
Sep 08, 2023
No Cruel Summer for Commodities
Sep 07, 2023
A Strike-ing Improvement in Trade
Sep 06, 2023
Beige Book Paints a Mixed Picture
Sep 06, 2023
BoC Policy Announcement: Back to Cool
Sep 06, 2023
U.S. ISM Services PMI: Hot in August
Sep 06, 2023
Inflation Monitor for September 5
Sep 05, 2023
Provincial Credit Watch: August 2023
Sep 05, 2023
Out of Summer, Out of Sync
Sep 01, 2023
Cdn GDP: Slow Times at Summertime's High
Sep 01, 2023
U.S. Job Market Laboring On
Sep 01, 2023
ECB Will Keep an Open Mind
Sep 01, 2023
A Supportive Start to September
Sep 01, 2023
U.S. ISM Manufacturing PMI - The Gains of August
Sep 01, 2023
America's Industrial Policy Play in Three Acts
Sep 01, 2023
Sustaining Another Deficit
Aug 31, 2023
Supercore A Supermoon? It is Bigger.....
Aug 31, 2023
Slow Is Good
Aug 30, 2023
A JOLT to U.S. Household Confidence
Aug 29, 2023
Inflation Monitor for August 28
Aug 28, 2023
ECB: Not a Done Deal Yet
Aug 25, 2023
Canadian Housing: Can't Buy What You Can't Afford
Aug 25, 2023
A "Cloudy" Monetary Policy Path
Aug 25, 2023
The Case of Canadian Business
Aug 25, 2023
Crude Oil Outlook: Don't Pop the Champagne Yet
Aug 25, 2023
Durable Goods Hit Some Turbulence
Aug 24, 2023
Rates Scenario for August 24, 2023
Aug 24, 2023
Canadian Retail Sales: A Mixed Bag
Aug 23, 2023
U.S. Existing Home Sales: Cold in July
Aug 22, 2023
Inflation Monitor for August 21
Aug 21, 2023
Bulls Hate the Rate
Aug 18, 2023
Getting Really Real
Aug 18, 2023
Stubborn Inflation a Problem for the BoC
Aug 18, 2023
U.S. Economy: Summer Breeze
Aug 18, 2023
China: On the Brink Again?
Aug 18, 2023
Seasons Change
Aug 18, 2023
U.S. Retail Sales... Amazonian Strength
Aug 15, 2023
Cdn CPI: Things Just Got Interesting
Aug 15, 2023
Canadian Existing Home Sales (July) - Cool Summer
Aug 15, 2023
An Easier Quarter for Lending Conditions
Aug 14, 2023
Inflation Monitor for August 14
Aug 14, 2023
Dog Days of Cycle
Aug 11, 2023
Super Core
Aug 11, 2023
U.S. Household Finances in Good Shape, But...
Aug 11, 2023
Crude Oil Outlook: The Bulls Are Back in Town
Aug 11, 2023
Food Inflation: A Tough Nut Finally Cracking?
Aug 11, 2023
The Night They Drove Old CPI Down
Aug 10, 2023
Commodities Eye Soft Landing
Aug 08, 2023
A Weight-y Month for Trade
Aug 08, 2023
Inflation Monitor for August 8
Aug 08, 2023
Cold Feet
Aug 04, 2023
Love of Labour is Lost
Aug 04, 2023
Eyes on Canada after U.S. Downgrade
Aug 04, 2023
Brazil: A Guiding Light
Aug 04, 2023
Canadian Jobs: Summer Fizzle
Aug 04, 2023
Bonds Away
Aug 04, 2023
U.S. Payrolls: Slow Landing
Aug 04, 2023
The Rating Game
Aug 04, 2023
Sticking the (Soft) Landing
Aug 04, 2023
U.S. Economy: A Productive Landing?
Aug 04, 2023
U.S. Services Sector Still Expanding
Aug 03, 2023
Provincial Credit Watch: August 2023
Aug 03, 2023
Cruel Summer?
Aug 01, 2023
Inflation Monitor for July 31
Jul 31, 2023
The Winds of Change Are Blowing
Jul 30, 2023
Cdn GDP: Many Moving Parts, Mostly Moving Forward
Jul 28, 2023
The Waiting Is Now the Hardest Part
Jul 28, 2023
How Much Progress Has the Fed Made?
Jul 28, 2023
We're All Data-Dependents Now
Jul 28, 2023
U.S. Economy: Resilience 4, Recession 0
Jul 28, 2023
U.S. Personal Spending: The Real Deal
Jul 28, 2023
Emerging Markets Mostly Hanging Tough
Jul 28, 2023
ECB... Maybe We Will, Maybe We Won't
Jul 27, 2023
U.S. GDP: Swift Business Investment Levels Up Growth
Jul 27, 2023
Durability in June
Jul 27, 2023
BoC Summary of Deliberations - One Meeting at a Time
Jul 26, 2023
U.S. Consumers Pickin' Up Good Vibrations
Jul 25, 2023
Inflation Monitor for July 24
Jul 24, 2023
Spending Losing Some Steam
Jul 21, 2023
The Best Is Yet to Come
Jul 21, 2023
China Economic Outlook: Course Correction
Jul 21, 2023
Earnings Assessment
Jul 21, 2023
U.S. Economy: Hazy Daze of Summer
Jul 21, 2023
Fed and BoC Balance Sheets: Larger for Longer
Jul 21, 2023
No Summer Lovin' for Existing Home Sales
Jul 20, 2023
U.S. Housing Starts Decline in June
Jul 19, 2023
U.S. Retail Sales: Under Control
Jul 18, 2023
Canadian CPI (June) - Some Encouraging Signs
Jul 18, 2023
Inflation Monitor for July 17
Jul 17, 2023
A Breath of Fresh Air
Jul 14, 2023
Who's the Bigger Hawk?
Jul 14, 2023
Soft Landing: Mission Possible?
Jul 14, 2023
Crude Oil Outlook: Gaining Traction
Jul 14, 2023
Housing Shrugs Off Another Hike...So Far
Jul 14, 2023
Canada vs. U.S. Outlook: The Same, but Different
Jul 14, 2023
Rates Scenario for July 13, 2023
Jul 13, 2023
Higher for Longer Hits Commodities
Jul 12, 2023
Beige Book - Economic Activity Up Slightly
Jul 12, 2023
BoC: High Five
Jul 12, 2023
Inflation Monitor for July 10
Jul 10, 2023
Higher for Longer-er
Jul 07, 2023
Bank of Canada Rate Hike? Definitely Maybe
Jul 07, 2023
China: The New Way Forward
Jul 07, 2023
National Heat Wave
Jul 07, 2023
U.S. Resilience: Et Tu, Uncle Sam?
Jul 07, 2023
U.S. Payrolls: Cracks Forming?
Jul 07, 2023
Cdn. Merchandise Trade Balance (May) - Big Swings
Jul 06, 2023
Volume on Recession Murmurs Turned Down
Jul 06, 2023
Provincial Credit Watch: July 2023
Jul 05, 2023
Inflation Monitor for July 4
Jul 04, 2023
U.S. Consumers: Flat on Their Back?
Jun 30, 2023
Canadian GDP - More than Meets the Eye
Jun 30, 2023
Are We There Yet?
Jun 30, 2023
U.S. Economy Is Resilient But Not Bulletproof
Jun 30, 2023
Higher for Even Longer
Jun 30, 2023
Investors Hanging Tough
Jun 30, 2023
U.S. GDP: Even the Revisions Are Resilient
Jun 29, 2023
BMO Business Activity Index - May Momentum
Jun 29, 2023
Turning Up the Volume on U.S. Soft Landing Chatter
Jun 27, 2023
Canadian CPI (May) - Still Hungry for More
Jun 27, 2023
Inflation Monitor for June 26
Jun 26, 2023
Resilience Test
Jun 23, 2023
Fed's Progress Warrants Patience
Jun 23, 2023
Canadian Economy Remains Resilient
Jun 23, 2023
Provinces: We're All in This Together
Jun 23, 2023
The Elusive Finish Line
Jun 23, 2023
U.S. Existing Home Sales Creepin' Up in May
Jun 22, 2023
Cdn Consumers Come Out Swinging in April
Jun 21, 2023
BoC Summary of Deliberations (June 7) - A Close Call
Jun 21, 2023
You Got a Fast Car: U.S. Housing Starts Speed in May
Jun 20, 2023
Inflation Monitor for June 19
Jun 19, 2023
Rates Scenario for June 19, 2023
Jun 19, 2023
Is U.S. Housing Set for Liftoff?
Jun 16, 2023
AI AI Oh!
Jun 16, 2023
EM Outlook: Can a Tiger Change Its Stripes?
Jun 16, 2023
Don't Fear the Leaper
Jun 16, 2023
Global Monetary Policy: You Do You
Jun 16, 2023
U.S. Retail Sales (May) - Consumers Still Hanging In
Jun 15, 2023
No Pausing or Skipping or Jumping for the ECB
Jun 15, 2023
Higher Rates Hitting Households
Jun 14, 2023
FOMC Policy Announcement and SEP - Hawkish Hiatus
Jun 14, 2023
Inflation Monitor for June 12
Jun 12, 2023
Where's the Recession?
Jun 09, 2023
Canadian Employment (May) - No Youthful Exuberance
Jun 09, 2023
Blame Canada?
Jun 09, 2023
Crude Oil Outlook: Fear versus Fundamentals
Jun 09, 2023
ECB and BoJ... Divergence Continues
Jun 09, 2023
U.S. Economy: Flow of Resilience
Jun 09, 2023
R is for Resilience and Rising Rates
Jun 08, 2023
Commodities Sag on Global Growth Concerns
Jun 07, 2023
A Fair Trade
Jun 07, 2023
Inflation Monitor for June 5
Jun 05, 2023
Service Slowdown
Jun 05, 2023
Tech Check
Jun 02, 2023
The Ceiling Can't Hold Us
Jun 02, 2023
Debt Deal Done
Jun 02, 2023
U.S. Payrolls: May the Force Be With You
Jun 02, 2023
U.S. Economy: Hold That Recession
Jun 02, 2023
Provincial Credit Watch: June 2023
Jun 01, 2023
U.S. ISM Manufacturing PMI ... Still Under The Sea
Jun 01, 2023
Canadian GDP: Hanging Tough
May 31, 2023
Beige Book - Consumers Remain Resilient
May 31, 2023
More Job Openings in April
May 31, 2023
U.S. Consumer Confidence Comes Down in May
May 30, 2023
Cdn. Current Account (2023 Q1) - Sustainable Deficit
May 30, 2023
BMO Business Activity Index - Spring Surge
May 29, 2023
Inflation Monitor for May 29
May 29, 2023
U.S. Consumers and Inflation Spring Ahead
May 26, 2023
Catch-'23: Canada's Affordability Conundrum
May 26, 2023
Meantime, Over in Europe
May 26, 2023
Chipping In
May 26, 2023
U.S. Housing: Flat Is the New Down
May 26, 2023
The "R Word" is Resilience, not Recession
May 26, 2023
FOMC Minutes: What's Inflation Got To Do With It?
May 24, 2023
Inflation Monitor for May 23
May 23, 2023
Commercial Real Estate Outlook
May 19, 2023
U.S. Economy: April Flowers
May 19, 2023
Bumping Into the Ceiling
May 19, 2023
Putting That Shopping Spree on Hold
May 19, 2023
No, Rate Hikes Are Not Causing Inflation
May 19, 2023
China's Goal: Boosting Tech, Not Growth
May 19, 2023
It Ain't Over 'til the Fat Core Slims
May 19, 2023
Rates Scenario for May 18, 2023
May 18, 2023
Limited Listings
May 18, 2023
Jump Start in April
May 17, 2023
Canadian CPI (Apr.) - The Core Question
May 16, 2023
Industrial Production Springs into Gear
May 16, 2023
U.S. Retail Sales: Green Shoots?
May 16, 2023
Canadian Housing-It's Baaaaack... Partly
May 15, 2023
Inflation Monitor for May 15
May 15, 2023
(Don't) Take It to the Limit
May 12, 2023
U.S. Inflation: Painstaking Progress
May 12, 2023
U.S. Debt Limit: Once More to the Brink
May 12, 2023
Tightening Club: The Next Chapter
May 12, 2023
Is the Resilience of Risk Assets at Risk?
May 12, 2023
Commodities Caught in Fog of Uncertainty
May 10, 2023
U.S. CPI: Supercore Cools Off
May 10, 2023
People and Places
May 09, 2023
Fed Policy: Sufficiently Restrictive (Maybe)
May 08, 2023
Tightening the Credit Taps
May 08, 2023
Inflation Monitor for May 8
May 08, 2023
If We Could Read Jay's Mind...
May 05, 2023
U.S. Labour Market Tightens But Losing Steam
May 05, 2023
Will Wages Be the New Inflation Driver?
May 05, 2023
Rate Hikes Under the Light of a Thousand Stars
May 05, 2023
Finger on the Pause Button
May 05, 2023
Debt Ceiling: X Marks the Spot
May 05, 2023
Canadian Jobs/Population Boom
May 05, 2023
Bad Time for Productivity to Tank
May 04, 2023
Provincial Credit Watch: May 2023
May 04, 2023
Merchandise Trade Bobbing Along
May 04, 2023
Fed Policy Announcement: End of the Line?
May 03, 2023
U.S. ISM Services PMI: April Powers
May 03, 2023
U.S. Job Openings Closing.... Sort Of
May 02, 2023
Inflation Monitor for May 1
May 01, 2023
Banking Strains Will Stress Economy
May 01, 2023
I'm Feeling '22
May 01, 2023
Global Recession Dodge Ball
Apr 28, 2023
U.S. Consumers: Flat is the New Up
Apr 28, 2023
Crude Oil Outlook: The EV Effect
Apr 28, 2023
Cdn GDP: Spring Backward
Apr 28, 2023
Tech Flexes Ahead of the Fed
Apr 28, 2023
This is the End, Beautiful Fed, the End
Apr 28, 2023
Global Inflation: The Tides of March
Apr 28, 2023
BMO Business Activity Index - The Idles of March
Apr 27, 2023
U.S. GDP: Downshifting
Apr 27, 2023
Durable Strength in March
Apr 26, 2023
U.S. Consumers .... Expressing Concern
Apr 25, 2023
Inflation Monitor for April 24
Apr 24, 2023
The Inflation Battle Continues
Apr 21, 2023
Strike One!
Apr 21, 2023
Canadian Retail Sales (Feb.) - Winter Spending Blues
Apr 21, 2023
Earnings Season Brings Mixed Winds
Apr 21, 2023
Tracking the Fallout from Bank Stress
Apr 21, 2023
U.S. Existing Home Sales... Calm Down
Apr 20, 2023
Beige Book - Economic Activity "Little Changed"
Apr 19, 2023
Canadian Inflation: FORE...point three
Apr 18, 2023
Taking the Long Way Home
Apr 18, 2023
Commodities Tripped Up by Bank Turmoil
Apr 17, 2023
Inflation Monitor for April 17
Apr 17, 2023
U.S. Retail Sales: Spring Break
Apr 14, 2023
Loonie's Spring Fever Dream
Apr 14, 2023
Fiscally Fanning Inflationary Flames
Apr 14, 2023
Global Growth: The Fog Hasn't Lifted Yet
Apr 14, 2023
Banks Run
Apr 14, 2023
Industrial Production Weak Under the Hood
Apr 14, 2023
Rate Cuts? Maybe Next Year
Apr 14, 2023
Cdn. Existing Home Sales (Mar.) - Laying the Floor?
Apr 14, 2023
Rates Scenario for April 13, 2023
Apr 13, 2023
FOMC Minutes: Still Stressed About Inflation
Apr 12, 2023
U.S. CPI: Taking a Bite Out of Inflation
Apr 12, 2023
Bank of Canada: Holding Pattern
Apr 12, 2023
Inflation Monitor for April 10
Apr 10, 2023
Bank of Canada Preview: Patience Paying Off
Apr 10, 2023
U.S. Labour Market: March-ing to its Own Drummer
Apr 07, 2023
Canadian Jobs: Still Blazing After All These Months
Apr 06, 2023
Trans-Tasman Policy... No Sibling Rivalry
Apr 06, 2023
Data Downer
Apr 06, 2023
What's Behind OPEC+'s Latest Cut?
Apr 06, 2023
Early Signs of Fallout from Bank Stress
Apr 06, 2023
Hiring from Coast to Coast
Apr 06, 2023
U.S. Economy: Sectoral and Regional Leaderboards
Apr 06, 2023
Cracks in the Foundation
Apr 06, 2023
A Chilly Month for Trade
Apr 05, 2023
Service Sector Slows.... This Is A Good Thing
Apr 05, 2023
Provincial Credit Watch: April 2023
Apr 04, 2023
U.S. Job Openings ... No Longer 8 Digits
Apr 04, 2023
Just What the BoC Ordered
Apr 03, 2023
U.S. Manufacturing Ain't Satis-factory
Apr 03, 2023
Inflation Monitor for April 3
Apr 03, 2023
U.S. Personal Spending Still Resilient
Mar 31, 2023
Surprise, Surprise
Mar 31, 2023
Green Energy Goals, Red Ink Realities
Mar 31, 2023
All's Well That Ends Well
Mar 31, 2023
The Longest Month
Mar 31, 2023
U.S. Economy: Resilient, for Now
Mar 31, 2023
Green Energy Goals, Red Ink Realities
Mar 28, 2023
A March Up In U.S. Consumer Confidence
Mar 28, 2023
Inflation Monitor for March 27
Mar 27, 2023
BMO Business Activity Index - Winter's Cold Grasp
Mar 27, 2023
Canadian Federal Budget Preview
Mar 24, 2023
Not Yet Time to Batten Down the Hatches
Mar 24, 2023
Discordant Durable Goods
Mar 24, 2023
What to Watch to Assess the Impact on Canada
Mar 24, 2023
The Dark Side of the Boom
Mar 24, 2023
A Sunny January, but Clouds on the Horizon
Mar 24, 2023
(Credit) Crunch Time for the Economy?
Mar 24, 2023
Firming Rate Cut Expectations
Mar 24, 2023
Deficits Linger On
Mar 23, 2023
Dipping Into Deficit
Mar 23, 2023
Striking Balance
Mar 23, 2023
Borrowing Drought
Mar 22, 2023
Canadian CPI: Have to Admit, It's Getting Better
Mar 21, 2023
Steady, As She Goes
Mar 21, 2023
Chipping Away at the Tax Burden
Mar 21, 2023
U.S. Existing Home Sales Surge
Mar 21, 2023
Inflation Monitor for March 20
Mar 20, 2023
Uncertainty: Everywhere and All at Once
Mar 20, 2023
ECB Follows Through: +50
Mar 18, 2023
Industrial Production Holds Serve
Mar 17, 2023
Services Demand: The Third Leg of Resiliency
Mar 17, 2023
March Breaks
Mar 17, 2023
Top O' the Maelstrom to Ya
Mar 17, 2023
Crude Oil Outlook: Is It Time to Worry?
Mar 17, 2023
A Data Build-Up
Mar 16, 2023
ECB Sticks To the Plan... +50 bps
Mar 16, 2023
Rates Scenario for March 16, 2023
Mar 16, 2023
U.S. Retail Sales Not Quite Under Control
Mar 15, 2023
And, Now, What About Housing?
Mar 15, 2023
U.S. CPI: Caught Between A...
Mar 14, 2023
Household Debt Stays in the Spotlight
Mar 13, 2023
Inflation Monitor for March 13
Mar 13, 2023
On the Move: Assessing Canadian Population Flows
Mar 10, 2023
Powell: Higher, Longer, Maybe Faster
Mar 10, 2023
Seems Very Bullish... for Bonds
Mar 10, 2023
Valley of the Bears
Mar 10, 2023
U.S. Payrolls: But February Made Me Shiver
Mar 10, 2023
ECB: 50 Now, But What About Later?
Mar 10, 2023
Canadian Jobs: Drama-Free, but Rock Solid
Mar 10, 2023
Provincial Credit Watch: March 2023
Mar 09, 2023
Commodities Stalemate
Mar 08, 2023
BoC Decision: Right Down the Middle of the Plate
Mar 08, 2023
Work It Out with a JOLT
Mar 08, 2023
Another High-Side Surprise for January
Mar 08, 2023
Manitoba Budget - Steady Does It
Mar 07, 2023
Powell: I Won't Back Down
Mar 07, 2023
Inflation Monitor for March 6
Mar 06, 2023
Nord-Storm
Mar 03, 2023
Brazil: Are Market Fears Overblown?
Mar 03, 2023
U.S. Economy: Still in Service
Mar 03, 2023
Fiscal Outlook: The Fire Next Time
Mar 03, 2023
Inflation Keeps the ECB Busy and the BoJ on Alert
Mar 03, 2023
Key Inflation Driver Still Motoring
Mar 03, 2023
Technically Speaking
Mar 03, 2023
Cdn GDP: Frosty End to 2022, Hot Start to 2023
Feb 28, 2023
British Columbia Budget - Dabbling in Deficit
Feb 28, 2023
Alberta Budget (FY23/24) - In the Surplus Saddle
Feb 28, 2023
Current Account SAGs in Q4
Feb 27, 2023
Inflation Monitor for February 27
Feb 27, 2023
Durable Goods Orders Lose Altitude
Feb 27, 2023
Picking Up the PCEs
Feb 24, 2023
What Are Americans Still Buying?
Feb 24, 2023
U.S. Inflation: A Tale of Two Indices
Feb 24, 2023
America's Inflation, Everyone's Problem
Feb 24, 2023
U.S. Consumers and Prices Ring in the New Year
Feb 24, 2023
BMO Business Activity Index - Can the Centre Hold?
Feb 23, 2023
FOMC Minutes: Smaller Doesn't Mean Fewer
Feb 22, 2023
Inflation Monitor for February 21
Feb 21, 2023
Canadian CPI: Slower Times at Inflation High
Feb 21, 2023
U.S. Existing Home Sales Slide .... Again
Feb 21, 2023
Fifty Shades of 50 bps
Feb 17, 2023
Can Surplus Savings Save the Expansion?
Feb 17, 2023
Superbad
Feb 17, 2023
U.S. Housing Starts Unable to Heat Up
Feb 16, 2023
Back to the Malls
Feb 15, 2023
An Early Winter Thaw for Industrial Production
Feb 15, 2023
Commodities in Wait and See Mode
Feb 15, 2023
I Spy With My CPI
Feb 14, 2023
Why Is Employment Still So Strong?
Feb 13, 2023
Inflation Monitor for February 13
Feb 13, 2023
What Do You Get When You Go on Pause?
Feb 10, 2023
Raindrops of Jobs Keep Falling on Our Head
Feb 10, 2023
Whole Lotta Liquidity
Feb 10, 2023
Crude Oil Outlook: Russia Strikes Back!
Feb 10, 2023
Easy Does It on Easing Financial Conditions
Feb 10, 2023
U.S. Housing: Green Shoots
Feb 10, 2023
A Real Boost to Growth
Feb 07, 2023
Inflation Monitor for February 6
Feb 06, 2023
ECB and BoE: The Same, but Very Different
Feb 04, 2023
Surging Services
Feb 03, 2023
Can Cooler Wages Grease a Softer Landing?
Feb 03, 2023
ChatGDP... and Jobs
Feb 03, 2023
Goldilocks vs. the Bears
Feb 03, 2023
U.S. Payrolls: About that Recession...
Feb 03, 2023
The Longer-Term Outlook for Long-Term Rates
Feb 03, 2023
Rates Scenario for February 3, 2023
Feb 03, 2023
Provincial Credit Watch: February 2023
Feb 02, 2023
Softer Landing
Feb 02, 2023
ECB: Another 50... and Another.....and ....
Feb 02, 2023
Factories Falter Further
Feb 01, 2023
FOMC Policy Announcement - Fed Bending to Ending
Feb 01, 2023
Canadian GDP: The Graying Jet
Jan 31, 2023
Inflation Monitor for January 30
Jan 30, 2023
GDP: Grossly Distorted Picture
Jan 27, 2023
BoE and the ECB: More of the Same. Sort Of.
Jan 27, 2023
America's Debt Limit Drama
Jan 27, 2023
U.S. Economy: Still Afloat
Jan 27, 2023
Earnings Hits and Misses
Jan 27, 2023
U.S. Personal Spending: Bad Santa
Jan 27, 2023
BMO Business Activity Index - A Cold December
Jan 26, 2023
U.S. Q4 GDP: Still Growing But Soft Underbelly
Jan 26, 2023
Inflation Monitor for January 23
Jan 23, 2023
Natural Gas Boom: Reaching an End?
Jan 20, 2023
A Nominal Sigh of Relief
Jan 20, 2023
Home Sales: No Rush to Sell, No Rush to Buy
Jan 20, 2023
Why Is Employment Still So Strong?
Jan 20, 2023
Hitting the Ceiling
Jan 20, 2023
Enter Sandman & Co.
Jan 20, 2023
Upbeat? Me? Hardly.
Jan 20, 2023
Some Better Details Beneath Weak Headlines
Jan 19, 2023
U.S. Retail Sales: Humbug
Jan 18, 2023
Industrial Production is Feeling the Hikes
Jan 18, 2023
Calmer Year in Store for Commodities?
Jan 18, 2023
Canadian CPI - Some Progress, But Not There Yet
Jan 17, 2023
Tighter Policy Weighing on Outlook
Jan 16, 2023
Canadian Housing Market - Quiet Time
Jan 16, 2023
Inflation Monitor for January 16
Jan 16, 2023
All's Well that Starts Well
Jan 13, 2023
Transitory, After All?
Jan 13, 2023
To Bear or Not to Bear, That's the 2023 Question
Jan 13, 2023
Just Because the Fed Is Doing It ....
Jan 13, 2023
Supply Chains Unsnarling, Goods Prices Falling
Jan 13, 2023
U.S. CPI: 25 or 5 to 0
Jan 12, 2023
Inflation Monitor for January 9
Jan 09, 2023
U.S. Jobs: Gifts For All
Jan 06, 2023
What Does China's Reopening Mean for the World?
Jan 06, 2023
India Pulse Check
Jan 06, 2023
The Crux of the Inflation Problem
Jan 06, 2023
Services Stumble
Jan 06, 2023
Ending the Year on a Strong Note
Jan 06, 2023
Cdn Jobs: Happy New Employer
Jan 06, 2023
Warm Winter, Cooling Costs
Jan 06, 2023
Back To Deficit We Go
Jan 05, 2023
Factory Works
Jan 04, 2023
FOMC Minutes (Dec. 13-14) - Fed as Hawkish as Ever
Jan 04, 2023
New Year, New Problem
Jan 04, 2023