2+ hour, 46+ min ago   (486+ words) For the week of August 10th Canadian manufacturing and wholesale sales data for June next Friday should reveal readings consistent with more real gross domestic product growth in June, capping off a solid Q2. The advance manufacturing report pointed to a 0.1% decline…...

4+ hour, 21+ min ago   (177+ words) Next week marks a packed calendar, with the most consequential data release being the July CPI print which lands on Wednesday. We expect core CPI rose +0.2% m/m, knocking the y/y pace down to 2.4%. We look for headline inflation…...

3+ day, 5+ hour ago   (470+ words) Canada’s trade balance held in surplus for a fourth consecutive month in June with a jump in gold exports offsetting a (price-related) drop in energy exports. The monthly trade data is notoriously volatile, but still left net trade tracking a…...

1+ week, 6+ hour ago   (415+ words) The stronger-than-expected 0.3% increase in Canadian GDP in May (and early estimate of another 0.2% increase in June) added to evidence that the economy bounced back at a solid pace in the second quarter after growth stalled over the winter. Growth was…...

1+ week, 1+ day ago   (208+ words) Consecutive drawdowns of inventories have never been seen outside of recessions Looking ahead, we maintain our view that the economy will continue to grow through year end as the labor market remains tight, consumers keep spending, and the AI boom…...

1+ week, 4+ day ago   (1369+ words) 00:00:00:02 – 00:00:03:14ClaireHello and welcome back to The 10 – Minute Take. I’m your host Clare fan 00:00:05:08 – 00:00:16:17ClaireCarrie is so nice to be with you in person again in Toronto. Prices in Toronto these days, and I’m not complaining yet. They’re still pretty unaffordable for Canada,…...

2+ week, 1+ hour ago   (346+ words) Tariffs are here to stay, and there’s no shortage of ways to impose them Tariffs will put upward pressure on goods prices, again New tariffs will weigh on job creation in trade-exposed sectors Tariffs have yet to deliver their stated…...

2+ week, 6+ hour ago   (241+ words) Next week we will be focused on the FOMC rate decision on Wednesday. We expect they will hold interest rates steady, and continue to expect they will remain on hold for the remainder of 2026. AI investment contribution to GDP growth…...

2+ week, 7+ hour ago   (1303+ words) For the week of July 27th Another month of recovery is in the cards for Canada’s economy next Friday where we expect to see a 0.2% increase in GDP data for May (more details below), but the outlook is once again clouded by…...

2+ week, 1+ day ago   (602+ words) We’ve been consistent: It’s hard to bet against the US economy. Major non-residential infrastructure buildouts, a powerful top-income consumer, and sizeable government spending are keeping the economy on track to grow by more than 2% this year. The labor market is…...