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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
Economy
Consulting the Magic 8 Ball of Canada’s Job Market
An examination of 8 key job metrics on the BoC’s dashboard points to a market that has remained broadly stable, with some indicators suggesting easing labour market slack heading into 2026. The assessment complements our view that the central bank will remain on hold for the foreseeable future.
February 03, 2026
Latest Research
Show Me the Money: Canada’s Financial Flows and the Test of the U.S. Relationship
The United States remained the dominant destination for Canadian investment in 2025, with flows tracking about 8.0% of Canada’s GDP. This left Canada a net lender to the U.S. for the ninth straight year. Portfolio investment accounted for nearly all Canadian net new flows into the U.S., split roughly evenly across cash, bonds and equities. U.S. portfolio flows into Canada were also strong but concentrated almost entirely in debt.
February 02, 2026
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Updated Publications
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
Updated Publications
Provincial Housing Market Outlook: Activity to Remain Subdued This Year
January 19, 2026
Updated Publications
Provincial Economic Forecast
December 16, 2025
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Next
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
Updated Publications
Provincial Housing Market Outlook: Activity to Remain Subdued This Year
January 19, 2026
Updated Publications
Provincial Economic Forecast
December 16, 2025
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
Labour
Canadian Employment (January 2026)
February 06, 2026
Future Ready Economy
Same, but Less: Prime Minister Carney Announces New EV Rebate and Auto Sector Strategy
February 05, 2026
Commentaries
Canadian Monthly GDP (November 2025)
January 30, 2026
Economy
Canadian Merchandise Trade (November 2025)
January 29, 2026
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Next
Labour
Canadian Employment (January 2026)
February 06, 2026
Future Ready Economy
Same, but Less: Prime Minister Carney Announces New EV Rebate and Auto Sector Strategy
February 05, 2026
Commentaries
Canadian Monthly GDP (November 2025)
January 30, 2026
Economy
Canadian Merchandise Trade (November 2025)
January 29, 2026
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