Higher tariffs have taken a toll on shipping activity at American ports. But oil and natural exports have provided a steadying influence on exports. … READ MORE >
tariffs
Market Minute: Threatened tariffs and market complacency
If one is wondering why investors have shrugged off tariff threats out of Washington, look no further than the United States’ five biggest trading partners excluding China. … READ MORE >
Market Minute: Extend and pretend is a feature, not a bug of trade policy
The extend-and-pretend deadlines on tariffs have turned into a never-ending moving of the goal posts that investors now discount. … READ MORE >
Tariffs weigh on manufacturing but not services yet
Manufacturing sentiment contracted for the fourth month in a row with tariffs being the primary concern among businesses. … 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 >
Market Minute: Canada’s trade outlook not as bleak as feared
While uncertainty plagues Canada’s trade outlook, a relatively low U.S. effective tariff rate means things might not be as bleak as they seemed back in March. … READ MORE >
Retail sales send mixed signals amid trade uncertainty
Retail sales in May offered a muddled picture of consumer behavior, suggesting that while American households remain in decent shape, their appetite for spending is showing signs of fatigue. … 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 housing data shows growing imbalances amid economic tension
Canada’s housing starts appear steady at first glance—but below that surface-level stability, there are growing imbalances at the provincial level. … 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 >