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Latest Research
Mortgage Renewal Mission Possible: The Final Reckoning
The mortgage renewal headwind that has suppressed Canadian consumer spending for three years is losing force. In fact, households are now devoting a smaller share of income to debt servicing than a year ago. Outstanding mortgages are now more rate-sensitive in aggregate, with a larger share of variable-rate and short-term fixed mortgages. This accelerated the transmission of lower rates and puts downward pressure on aggregate debt payments.
March 04, 2026
Trending
Escalating Middle East Tensions Jolt Oil Markets
Oil markets have reacted swiftly to the latest escalation in Middle East tensions. At the time of writing, WTI crude prices have surged more than 5% to $70.50/bbl, marking the highest level since mid-June. Brent prices have moved up by a similar amount and are currently sitting at over $77/bbl. Currently, the Brent-WTI spread sits at $6.5 – about twice as high as its historical average – but still below the spread reached in 2022 following Russia’s invasion of Ukraine.
March 02, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
I thought President Trump threw us curve balls last year, but the start of 2026 came completely out of left field. This presentation will cut thru the noise and review what’s new and not in the U.S. and Canadian outlooks. The main takeaway is that the U.S. economy has been unflappable, with the forecast materially revised up. In contrast, there’s little change to Canada’s narrative.
February 26, 2026
Trending
Buy Canada: Foreign direct investment in Canada reached the highest level since 2007, while Canada's outward investment flows cooled in 2025
Canada’s balance of international payments data release has two main components: the current account (trade in goods and services, income flows, and transfers) and the financial account (portfolio and direct investment flows). We focus here on the latter – direct investment – the channel most closely associated with long-term economic integration, gaining influence and productive capacity in other economies.
February 26, 2026
Trending
U.S. Supreme Court Rules Against Broad-Based Country Specific Tariffs Under IEEPA
On February 20th, 2026, the U.S. Supreme Court announced that it would be upholding the lower courts rulings, which found the administration's use of tariffs under the International Emergency Economic Powers Act (IEEPA) to be unlawful.
February 20, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
March 06, 2026
Updated Publications
2026 Alberta Budget
February 27, 2026
Updated Publications
2026 Nova Scotia Budget
February 24, 2026
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
February 19, 2026
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Updated Publications
Weekly Bottom Line
March 06, 2026
Updated Publications
2026 Alberta Budget
February 27, 2026
Updated Publications
2026 Nova Scotia Budget
February 24, 2026
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
February 19, 2026
View more updated publications
Latest Research
Latest Research
Mortgage Renewal Mission Possible: The Final Reckoning
March 04, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
February 26, 2026
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
February 19, 2026
Economy
Shifting Tides in Canada-China Investment Relations
February 11, 2026
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Next
Latest Research
Mortgage Renewal Mission Possible: The Final Reckoning
March 04, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
February 26, 2026
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
February 19, 2026
Economy
Shifting Tides in Canada-China Investment Relations
February 11, 2026
View more latest research
Commentaries
Trending
Escalating Middle East Tensions Jolt Oil Markets
March 02, 2026
Commentaries
Canadian Quarterly GDP (Q4 2025)
February 27, 2026
Trending
Buy Canada: Foreign direct investment in Canada reached the highest level since 2007, while Canada's outward investment flows cooled in 2025
February 26, 2026
Economy
Capital and Repair Expenditure Survey (2026)
February 25, 2026
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Next
Trending
Escalating Middle East Tensions Jolt Oil Markets
March 02, 2026
Commentaries
Canadian Quarterly GDP (Q4 2025)
February 27, 2026
Trending
Buy Canada: Foreign direct investment in Canada reached the highest level since 2007, while Canada's outward investment flows cooled in 2025
February 26, 2026
Economy
Capital and Repair Expenditure Survey (2026)
February 25, 2026
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