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Trending
Alberta Votes “No” to Separation, Now What?
On Monday, Albertans voted in favour of Canada. The counting and checks are ongoing but as of 9am (EST), 75.9% supported to "remain a province of Canada", with the other votes cast in support of the proposal to begin the process toward a future binding referendum on separation. Over 1.75 million Albertans expressed their opinions.
October 20, 2026
Latest Research
Tankers, Talk and Trade-offs: Interest Rate Drivers
The U.S. yield curve is priced for higher-for-longer inflation and interest rates, and the repercussions are spilling into global yields. It’s not the high level of energy costs that matters, but its persistence that risks businesses passing them on to consumers.
October 20, 2026
Economy
Goods Inflation: No Longer Smooth Sailing
Goods inflation globally is becoming less benign. China’s price cycle, AI-related supply constraints, and geopolitical disruptions are unlikely to recreate pandemic-style shortages, but they will make goods inflation more positive, uneven, and vulnerable to renewed shocks.
October 15, 2026
Economy
Beyond the Barrel: Refined Product Markets Remain Tight Despite Returning Barrels
Crude exports through the Strait of Hormuz are recovering, but the reliability and cost of moving those barrels remain far from normal. Oil prices are still carrying a premium for the risk that today’s recovery proves fragile.
October 13, 2026
Updated Publications
Provincial Resale Market Outlook: High Borrowing Costs Set to Restrain Housing
Canada has not been immune to the recent rise in global bond yields, which reflects a more challenging backdrop for fiscal and monetary policy. These higher yields (which underpin fixed mortgage rates) are likely already impacting Canada’s housing market, with sales declining for the first time in six months in August.
September 29, 2026
Updated Publications
Provincial Economic Forecast
Consistent with our national forecast, we’ve embedded upgrades to 2026 real GDP growth across most provinces. That said, the drivers of these boosts vary, with a solid Q2 boosting Ontario, oil production lifting regions like Alberta, and investment supporting B.C.
September 21, 2026
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Updated Publications
Updated Publications
Canadian Consumer Price Index (September 2026)
October 19, 2026
Updated Publications
Weekly Bottom Line
October 16, 2026
Updated Publications
Provincial Resale Market Outlook: High Borrowing Costs Set to Restrain Housing
September 29, 2026
Updated Publications
Provincial Economic Forecast
September 21, 2026
Previous
Next
Updated Publications
Canadian Consumer Price Index (September 2026)
October 19, 2026
Updated Publications
Weekly Bottom Line
October 16, 2026
Updated Publications
Provincial Resale Market Outlook: High Borrowing Costs Set to Restrain Housing
September 29, 2026
Updated Publications
Provincial Economic Forecast
September 21, 2026
View more updated publications
Latest Research
Latest Research
Tankers, Talk and Trade-offs: Interest Rate Drivers
October 20, 2026
Economy
Goods Inflation: No Longer Smooth Sailing
October 15, 2026
Economy
Beyond the Barrel: Refined Product Markets Remain Tight Despite Returning Barrels
October 13, 2026
Economy
Canada: TD Credit & Debit Card Spending
September 14, 2026
Previous
Next
Latest Research
Tankers, Talk and Trade-offs: Interest Rate Drivers
October 20, 2026
Economy
Goods Inflation: No Longer Smooth Sailing
October 15, 2026
Economy
Beyond the Barrel: Refined Product Markets Remain Tight Despite Returning Barrels
October 13, 2026
Economy
Canada: TD Credit & Debit Card Spending
September 14, 2026
View more latest research
Commentaries
Trending
Alberta Votes “No” to Separation, Now What?
October 20, 2026
Commentaries
Bank of Canada Business Outlook Survey and Canadian Survey of Consumer Expectations (2026 Q3)
October 19, 2026
Updated Publications
Canadian Consumer Price Index (September 2026)
October 19, 2026
Real Estate
Canadian Existing Home Sales (September 2026)
October 16, 2026
Previous
Next
Trending
Alberta Votes “No” to Separation, Now What?
October 20, 2026
Commentaries
Bank of Canada Business Outlook Survey and Canadian Survey of Consumer Expectations (2026 Q3)
October 19, 2026
Updated Publications
Canadian Consumer Price Index (September 2026)
October 19, 2026
Real Estate
Canadian Existing Home Sales (September 2026)
October 16, 2026
View more commentaries
