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Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
It's hard to write anything these days without addressing the impact of tariffs, but this quarter bubbled up many other issues for our Q&A. The effects of the U.S. government shutdown, signals from the labor market and the Fed's next interest rate move are also examined. For Canada, policy shifts are in the spotlight, with the federal budget, immigration and the Bank of Canada's move to the sidelines all addressed.
November 25, 2025
Updated Publications
2025 Ontario Fall Fiscal Update: Still Eyeing Balanced Budgets
With the province rolling out a bevy of supports for the economy in Budget 2025, Ontario’s fall fiscal update contains little in the way of marquee measures. However, the province is pledging to cut the HST on new homes valued at under $1 million – a move that should support demand and, ultimately, homebuilding activity.
November 06, 2025
Updated Publications
Federal Budget 2025 – Competitiveness focused, but few surprises
The Carney government released its first budget, drawing a line in the sand relative to the previous Liberal government. Gone are the hundreds of income measures sprinkled across different sectors and populations in the Canadian economy. Instead, a new focus on government efficiency and reducing operational costs to fund big spending initiatives on infrastructure, defense and housing, all with the aim of re-orienting Canada’s economy east-to-west, diversifying trade across all three oceans, and
November 04, 2025
Latest Research
Hogtown Blues: Toronto’s Lagging Jobs Market
Toronto’s unemployment rate has jumped nearly 3.5 ppts from its post-pandemic lows, to nearly 9%. That has far outstripped increases recorded in the rest of Ontario and left the region with the fourth highest unemployment rate among Canada’s major urban areas.
October 29, 2025
Economy
Is the Dial-Back of Immigration Having the Intended Impact in Canada?
Last year, policymakers acknowledged that immigration rates were too high relative to the readiness of Canada’s social and economic infrastructure. In response, the government introduced an immigration plan to right-size non-permanent residents and permanent resident targets to allow for some “catch up” in the needed infrastructure. Now the question is whether the policy shift is working to get the intended outcomes on housing and the labour markets?
October 28, 2025
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Updated Publications
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
Weekly Bottom Line
November 21, 2025
Updated Publications
2025 Ontario Fall Fiscal Update: Still Eyeing Balanced Budgets
November 06, 2025
Updated Publications
Federal Budget 2025 – Competitiveness focused, but few surprises
November 04, 2025
Previous
Next
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
Weekly Bottom Line
November 21, 2025
Updated Publications
2025 Ontario Fall Fiscal Update: Still Eyeing Balanced Budgets
November 06, 2025
Updated Publications
Federal Budget 2025 – Competitiveness focused, but few surprises
November 04, 2025
View more updated publications
Latest Research
Latest Research
Hogtown Blues: Toronto’s Lagging Jobs Market
October 29, 2025
Economy
Is the Dial-Back of Immigration Having the Intended Impact in Canada?
October 28, 2025
Economy
No Guts, No Glory – Tax and Regulation the Silent Killer of Competitiveness in Canada
October 27, 2025
Latest Research
Canada’s Consumer Story Isn’t a Big Spender Tale
October 23, 2025
Previous
Next
Latest Research
Hogtown Blues: Toronto’s Lagging Jobs Market
October 29, 2025
Economy
Is the Dial-Back of Immigration Having the Intended Impact in Canada?
October 28, 2025
Economy
No Guts, No Glory – Tax and Regulation the Silent Killer of Competitiveness in Canada
October 27, 2025
Latest Research
Canada’s Consumer Story Isn’t a Big Spender Tale
October 23, 2025
View more latest research
Commentaries
Consumer
Canadian Retail Sales (September 2025)
November 21, 2025
Real Estate
Canadian Housing Starts (October 2025)
November 18, 2025
Commentaries
Canadian Consumer Price Index (October 2025)
November 17, 2025
Real Estate
Canadian Existing Home Sales (October 2025)
November 17, 2025
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Next
Consumer
Canadian Retail Sales (September 2025)
November 21, 2025
Real Estate
Canadian Housing Starts (October 2025)
November 18, 2025
Commentaries
Canadian Consumer Price Index (October 2025)
November 17, 2025
Real Estate
Canadian Existing Home Sales (October 2025)
November 17, 2025
View more commentaries
