The Buy Canadian movement may be more than a reactionary fad amid U.S. tariffs. The increased awareness of domestic options could shift behaviours in the long run—but being aware of its limitations is critical. … READ MORE >
Supply chain
Morning market minute: Trucking firms at risk amid trade tensions
Trucking and transportation firms, especially small and midsize ones, would take a hit should large tariffs result in diminished demand and a reduced volume of goods crossing borders. … READ MORE >
Canada’s rail strike disrupts supply chains
Even if the strike is resolved quickly and significant damage is avoided, this strike is the latest of events that highlight the need for companies to develop supply chain resiliency. … READ MORE >
U.S. economic outlook: Recession on the horizon
Our baseline forecast for the American economy next year calls for a mild recession by the second half of the year as the impact of higher interest rates sets in. … READ MORE >
RSM US Supply Chain Index returns to pre-pandemic level
Our RSM US Supply Chain Index pointed to supply efficiency for the fourth month in a row, reaching 0.49 standard deviations above neutral in October. … READ MORE >
Canada’s supply chain healthy as demand slows
The RSM Canada Supply Chain Index reached 2.31 in August, one of the highest readings since 2000, thanks to improvements across delivery time, prices, and inventory levels, signaling sufficient health of the supply chain. … READ MORE >
Earnings call roundup: Space companies
Space and intelligence companies capitalized on vertical integration efforts and successful launch test phases to remain competitive, according to recent earnings calls … READ MORE >
How high must unemployment rise to tame inflation?
To reduce inflation to acceptable levels, it will be necessary to destroy between 1.7 million and 5.3 million jobs. … READ MORE >
Expectations at the end of business cycles
The Federal Reserve has a blunt yet effective instrument to fight inflation: raising the federal funds rate. But using it requires a delicate balancing act. We offer a snapshot of what to look for as the economic cycle plays out. … READ MORE >
RSM U.S. Supply Chain Index: Back to normal for first time since pandemic hit
The U.S. Supply Chain Index in July was back above neutral for the first time in nearly three years, suggesting substantial relief coming from the supply-induced components of inflation. … READ MORE >