Consumer sentiment turned sour in March, with the University of Michigan survey dropping below neutral for the first time in the post-financial crisis era. … READ MORE >
inflation
Bank of Canada holds interest rate again amid global economic disruptions
The Bank of Canada held its key interest rate amid domestic economic slack and wider disruptions due to the ongoing war in the Middle East. … READ MORE >
Producer prices rise faster in January as inflation concerns mount
Producer prices rose by 0.5% in January, up from 0.4% in December and marking a steady acceleration from the soft readings in October and November. … READ MORE >
Inflation cooled in January, but don’t declare victory yet
Underneath the modest headline number, one can observe notable turn-of-the-year price increases in goods sensitive to tariffs and services. … READ MORE >
Market Minute: Affordability, inflation and turn-of-year pricing
The big takeaway from the CPI report will be how many businesses used the turn of the year to raise prices, as they often do, and how many firms decided to pass along tariff costs. … READ MORE >
Bank of Canada holds interest rate again—and may stay put this year
The Bank of Canada maintained its key interest rate at 2.25 per cent. At this juncture—all things being equal—we do not expect the central bank to change its policy rate this year. … READ MORE >
Bank of Canada prudently holds interest rate ahead of 2026 challenges
The Bank of Canada held its key interest rate at 2.25 per cent—a prudent pause as the country’s labour market remains soft and unemployment remains elevated. … READ MORE >
Market Minute: Cloudy with a chance of a December pause at the Fed
Inflation is likely to rise faster than the Fed’s 2% target with risk of moving higher as the strong fiscal impulse that will hit the economy next year bolsters growth prospects. … READ MORE >
Market Minute: Economies in Asia keep growing, no matter the U.S. tariff rate
Economies in Asia continue to grow despite U.S. disruptions to the global supply chain. … READ MORE >
Market Minute: Canada’s financial conditions and its monetary policy path
Policy rate cuts by the Bank of Canada and the U.S. Federal Reserve are in response to both countries’ economies absorbing adverse policy shocks along with a slowing pace of hiring and wage growth. … READ MORE >