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Updated Publications
Canada: Gearing Up for Provincial Budget Season
Provincial governments are readying their 2026 Budgets. The tone across provinces is likely to be cautious as governments face ongoing fiscal deficits, rising debt burdens, and economic outlooks shaped by slower growth, trade uncertainties, and spending pressures. Some key, high-level themes that we expect to be present in the spring budget season are outlined in this report.
February 17, 2026
Trending
Canadian Consumer Price Index (January 2026)
Headline CPI inflation cooled a tick in January to 2.3% year-on-year (y/y) one tenth lower than consensus expectations. Even so, inflation was boosted by comparison to lower prices during the federal government's temporary sales tax holiday from mid-December 2024 to mid-February 2025.
February 17, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
The start of 2026 sparked plenty of economic shifts for our Q&A. From swings in the U.S. Dollar to President Trump's new nominee for Fed Chair, to various housing policy shifts under consideration on the U.S. side. Amidst it all, an economy once again displaying surprising strength. For Canada, questions address an economy continuing to adjust to U.S. tariffs, the upcoming CUSMA review, mortgage renewals and consumer impacts, and a stalling housing market recovery.
February 12, 2026
Economy
Shifting Tides in Canada-China Investment Relations
Canada and China recently entered a two-pronged strategic partnership. Tariff reductions will add an immediate layer of support to Canadian trade, while foreign investment benefits will unfold more slowly over time. The stock of Chinese direct investment in Canada could grow to around $90-100 billion over the next five years. This projection includes a cumulative $15 –25 billion of investment above a scenario in which no agreement was reached.
February 11, 2026
Future Ready Economy
Same, but Less: Prime Minister Carney Announces New EV Rebate and Auto Sector Strategy
On February 5th, Prime Minister Carney and Industry Minister Melanie Joly announced a revised strategy aimed at decarbonizing the transportation sector and supporting Canada's fledgling EV manufacturing industry. Many of the measures announced were similar to what was in place under Trudeau, but simply less stringent and/or less generous versions of those previous policies.
February 05, 2026
Latest Research
Where and What: Shifting Canadian Goods Exports
Canada’s exports, in dollar terms, are slightly lower year to date, but recent months’ volumes are down sharply, reflecting the unwinding of tariff front running. Exports to non-U.S. markets are being led by large gains to the UK (mainly gold), China, and parts of Europe. However, these increases are driven by a narrow set of commodities and do not fully offset declines in U.S. bound industrial goods.
February 04, 2026
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Updated Publications
Updated Publications
2026 British Columbia Budget
February 18, 2026
Updated Publications
Canada: Gearing Up for Provincial Budget Season
February 17, 2026
Updated Publications
Weekly Bottom Line
February 13, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
Previous
Next
Updated Publications
2026 British Columbia Budget
February 18, 2026
Updated Publications
Canada: Gearing Up for Provincial Budget Season
February 17, 2026
Updated Publications
Weekly Bottom Line
February 13, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
View more updated publications
Latest Research
Economy
Shifting Tides in Canada-China Investment Relations
February 11, 2026
Latest Research
Where and What: Shifting Canadian Goods Exports
February 04, 2026
Economy
Consulting the Magic 8 Ball of Canada’s Job Market
February 03, 2026
Latest Research
Show Me the Money: Canada’s Financial Flows and the Test of the U.S. Relationship
February 02, 2026
Previous
Next
Economy
Shifting Tides in Canada-China Investment Relations
February 11, 2026
Latest Research
Where and What: Shifting Canadian Goods Exports
February 04, 2026
Economy
Consulting the Magic 8 Ball of Canada’s Job Market
February 03, 2026
Latest Research
Show Me the Money: Canada’s Financial Flows and the Test of the U.S. Relationship
February 02, 2026
View more latest research
Commentaries
Real Estate
Canadian Existing Home Sales (January 2026)
February 18, 2026
Trending
Canadian Consumer Price Index (January 2026)
February 17, 2026
Real Estate
Canadian Housing Starts (January 2026)
February 17, 2026
Labour
Canadian Employment (January 2026)
February 06, 2026
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Next
Real Estate
Canadian Existing Home Sales (January 2026)
February 18, 2026
Trending
Canadian Consumer Price Index (January 2026)
February 17, 2026
Real Estate
Canadian Housing Starts (January 2026)
February 17, 2026
Labour
Canadian Employment (January 2026)
February 06, 2026
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