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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
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
The Canadian automotive industry faced considerable headwinds in 2025 as tariffs imposed by and against the nation’s largest trading partner disrupted supply chains within the industry and the broader economy. However, Canadian vehicle sales still managed to notch a post-pandemic high in volumes on the year – a byproduct of easing financial conditions, pent-up demand, and significant front-loading ahead of the implementation of tariffs.
February 19, 2026
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
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
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Updated Publications
Updated Publications
2026 Alberta Budget
February 27, 2026
Updated Publications
Weekly Bottom Line
February 27, 2026
Updated Publications
2026 Nova Scotia Budget
February 24, 2026
Latest Research
The New Normal: 2026 Canadian Automotive Outlook
February 19, 2026
Previous
Next
Updated Publications
2026 Alberta Budget
February 27, 2026
Updated Publications
Weekly Bottom Line
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
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
Latest Research
Where and What: Shifting Canadian Goods Exports
February 04, 2026
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Next
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
Latest Research
Where and What: Shifting Canadian Goods Exports
February 04, 2026
View more latest research
Commentaries
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
Consumer
Canadian Retail Sales (December 2025)
February 20, 2026
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Next
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
Consumer
Canadian Retail Sales (December 2025)
February 20, 2026
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