Canada’s subdued economic activity and the drop in inflation despite ongoing tariffs imply that the Bank of Canada could cut interest rates again this year. … READ MORE >
Consumer products
Back-to-school wrap up: Cautious, value-driven holiday season forecasted
The back-to-school season has shown businesses how consumers are adapting, and these insights enable more innovative planning for holiday campaigns. … READ MORE >
Rising inflation, increased spending complicate Fed’s next decision
While nominal gains in spending and income look strong on the topline, adjusting for inflation is necessary—and subsequently implies an economy that is growing just above 1 percent. … READ MORE >
Market Minute: Rising input prices curb appetite for capital expenditure investment
Manufacturers continue to expect higher input prices while holding mixed expectations regarding capital expenditure in the next six months. … READ MORE >
Consumer products M&A update: Rebound remains out of reach
The robust M&A activity during and post-pandemic from 2020 to 2022 is starting to mature and we believe will be a catalyst in the second half of the year and into 2026 that breaks open the levees and drives deal volumes higher. … READ MORE >
Market Minute: What trade policy whiplash could mean for inventories
Businesses experiencing trade policy whiplash are seeking to get as much as possible into U.S. ports before higher import taxes are enforced. … READ MORE >
Back-to-school outlook: Early shopping surge tests retail inventory readiness
Back-to-school shopping is occurring earlier than in previous years, driven by consumers seeking to take advantage of pre-tariff pricing and major retail promotions. The shortened shopping window places pressure on manufacturers and retailers to better understand and respond to market dynamics. … READ MORE >
Back-to-school outlook: Tariffs’ influence on consumer behavior
The back-to-school season serves as a bellwether for how consumers are adapting to tariff pressures and economic uncertainty. … READ MORE >
Canada’s consumer price index steady due to cooling housing market
Canada’s consumer price index rose 1.7 per cent in May thanks to a more balanced housing market and smaller increases in travel prices. … READ MORE >
Bank of Canada expectations for the second half of 2025
The Bank of Canada prioritizes price stability as a source of consistency and confidence in an uncertain environment. Here’s what to watch in the second half of 2025. … READ MORE >