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Economy
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
The planned AI buildout represents one of the largest investment cycles in recent U.S. history, but constraints in power access, equipment availability, labor supply and permitting are slowing the pace at which new data center capacity can be brought online.
July 16, 2026
Latest Research
Loonie Tunes: Playing Second Fiddle to the Greenback
The Loonie has lost substantial ground to the greenback this year, a fate it shares with several other major G10 currencies.
July 09, 2026
Latest Research
Zero Isn’t Zero Everywhere: The Provincial Divide in Breakeven Job Growth
Canada’s breakeven pace of job growth has fallen sharply alongside population and labour force growth. National employment can now be close to flat without pushing the unemployment rate higher.
July 08, 2026
Updated Publications
Provincial Resale Market Outlook: Flickers in Ontario and B.C., Cooling Elsewhere
National sales are expected to grind higher through 2026H2, supported by pent-up demand and lower bond yields, but remain below pre-pandemic norms until the second half of 2027.
July 03, 2026
Trending
Canadian Consumer Price Index (May 2026)
Headline CPI inflation jumped up to 3.2% year-on-year (y/y) in May up from 2.8% in April, above consensus expectations. Higher prices at the pump were the main culprit, with inflation ex-gasoline up a more modest 2.2% y/y.
June 22, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
July 17, 2026
Updated Publications
Provincial Resale Market Outlook: Flickers in Ontario and B.C., Cooling Elsewhere
July 03, 2026
Updated Publications
Provincial Economic Forecast
June 19, 2026
Updated Publications
Canadian Quarterly Economic Forecast
June 18, 2026
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Next
Updated Publications
Weekly Bottom Line
July 17, 2026
Updated Publications
Provincial Resale Market Outlook: Flickers in Ontario and B.C., Cooling Elsewhere
July 03, 2026
Updated Publications
Provincial Economic Forecast
June 19, 2026
Updated Publications
Canadian Quarterly Economic Forecast
June 18, 2026
View more updated publications
Latest Research
Economy
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
July 16, 2026
Latest Research
Loonie Tunes: Playing Second Fiddle to the Greenback
July 09, 2026
Latest Research
Zero Isn’t Zero Everywhere: The Provincial Divide in Breakeven Job Growth
July 08, 2026
Latest Research
Read the Fine Print: The Bank of Canada’s Mortgage Warning Is About Refinancing, Not Renewal
June 22, 2026
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Next
Economy
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
July 16, 2026
Latest Research
Loonie Tunes: Playing Second Fiddle to the Greenback
July 09, 2026
Latest Research
Zero Isn’t Zero Everywhere: The Provincial Divide in Breakeven Job Growth
July 08, 2026
Latest Research
Read the Fine Print: The Bank of Canada’s Mortgage Warning Is About Refinancing, Not Renewal
June 22, 2026
View more latest research
Commentaries
Real Estate
Canadian Housing Starts (June 2026)
July 16, 2026
Economy
Bank of Canada Interest Rate Announcement (July 15, 2026)
July 15, 2026
Real Estate
Canadian Existing Home Sales (June 2026)
July 15, 2026
Labour
Canadian Employment (June 2026)
July 10, 2026
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Real Estate
Canadian Housing Starts (June 2026)
July 16, 2026
Economy
Bank of Canada Interest Rate Announcement (July 15, 2026)
July 15, 2026
Real Estate
Canadian Existing Home Sales (June 2026)
July 15, 2026
Labour
Canadian Employment (June 2026)
July 10, 2026
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