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Latest Research
The Days Of Our Lives
Yes, the title of this presentation comes from a famous soap opera. It’s appropriate to depict the past year, full of economic and political drama. We’re on the cusp of closing out 2025, a dramatic 365 days marked by the shifting sands in government policies and corporate behaviors. And this final quarter of the year has brought forward more pivots on both sides of the border that will keep us glued to the next episode. My only hope is that the economic drama doesn’t run sixty-three seasons like
December 04, 2025
Updated Publications
Commodities Quick-Take
Idiosyncratic factors are driving divergences in energy commodities. Oversupplied crude oil markets are weighing on the price outlook, while robust LNG demand has been bidding up natural gas. Base metals prices have been pressured higher following sharp tariff-induced selloffs earlier this year. Still-sluggish global demand will likely be offset by ongoing supply concerns, keeping metals prices on the firm side in 2026.
November 27, 2025
Future Ready Economy
Weather Disasters and the Insurance Market in Canada: An Emerging Crisis?
Canada has had over 300 catastrophic weather events since 1983. These are currently defined as weather disasters that cause at least $30 million in insured losses, though lower thresholds were used prior to 2022. The average number of annual catastrophic events has increased over time as have insured losses associated with these events.
November 27, 2025
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
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Updated Publications
Updated Publications
Weekly Bottom Line
November 28, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
2025 Ontario Fall Fiscal Update: Still Eyeing Balanced Budgets
November 06, 2025
Previous
Next
Updated Publications
Weekly Bottom Line
November 28, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
2025 Ontario Fall Fiscal Update: Still Eyeing Balanced Budgets
November 06, 2025
View more updated publications
Latest Research
Latest Research
The Days Of Our Lives
December 04, 2025
Future Ready Economy
Weather Disasters and the Insurance Market in Canada: An Emerging Crisis?
November 27, 2025
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
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Latest Research
The Days Of Our Lives
December 04, 2025
Future Ready Economy
Weather Disasters and the Insurance Market in Canada: An Emerging Crisis?
November 27, 2025
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
View more latest research
Commentaries
Commentaries
Canadian Quarterly GDP (Q3 2025)
November 28, 2025
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
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Commentaries
Canadian Quarterly GDP (Q3 2025)
November 28, 2025
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
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