Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......
Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......
Three-quarters of the way into 2025, and the Canadian and U.S. markets are in a significantly different – yet arguably better – place than where many people expected them to be at the start of the year......
The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......
Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......
The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......
As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......
Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......
The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......
January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......
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Deputy Chief Economist, Michael Gregory
Mike Gill hosted an exclusive sit down with Deputy Chief Economist, Michael Gregory on January 7th 2021 as he provided an economic and market update and outlook for 2021.
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Chief Economist, Doug Porter
Hosted by Mike Gill, Director and Senior Investment Counsellor, an exclusive sit down with Chief Economist, Doug Porter as he provides an update to Canada's market and economic outlook.
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