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 >
Consumer products
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 >
Canadian household net worth rises despite economic uncertainty
Canadian household net worth rose for a sixth quarter in a row—but this trend could reverse next quarter as the effects of trade tensions persist and spread. … READ MORE >
Canada’s economy grows 0.5% in 1st quarter due to exports, but challenges loom
Canada’s economy grew in the first quarter largely due to pre-tariff efforts, but ongoing uncertainty means the economy is expected to contract next quarter. … READ MORE >