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Updated Publications
Canadian Quarterly Economic Forecast
Dramatic policy shifts in Washington continue to drive the narrative underlying the global economic outlook. It has been a wild ride since our March forecast, with the Liberation Day tariffs initially proving to be far higher than expected, only to be delayed. It remains highly uncertain what path U.S. tariff policy will take, the biggest wildcard in our forecast. Our global outlook is based on an assumed path for U.S. tariffs that balances the likelihood for tariff deals, with the administratio
June 17, 2025
Updated Publications
Support Measures Cap 2025 Provincial Budget Season
Provincial governments faced the difficult task of tabling their annual budgets amid mounting headwinds from U.S. trade policies. Provincial budget season revealed expectations for weaker economic growth and government revenues across the board, manifesting in provincial bottom lines.
June 10, 2025
Latest Research
Canadian Federal Housing Plan: The 500k Marathon
The newly elected Carney government has set a goal to ramp up the level of Canadian housing completions to 500k per year, over the next 10 years, to restore affordability. Through its housing plan, the federal government would boost new supply through several measures, including cutting the GST on new homes, lowering development charges, and making favourable changes around tax incentives for purpose-built rental construction. These measures are likely to fall well short of closing the gap betwe
June 03, 2025
Latest Research
North American Auto Outlook 2025: Trade Headwinds to Stall Industry
At the start of 2025, the automotive industry was looking forward to another year of healthy sales growth, aided by affordability improvements from lower financing costs and continued solid gains in real household income. However, less than halfway through the year we have seen several aggressive trade policies announced by the new U.S. administration which are expected to weigh on the outlook over the coming years.
May 28, 2025
Latest Research
The First 100 Days: Dazed and Confused
It’s been a whirlwind for forecasters, reminding me of the pandemic days when we were reviewing forecasts every couple of weeks to catch up to policy announcements without a historical reference for what was going to come next. We’ve learned a lot in the first 100 days: The first is that tariffs will remain the economic weapon of choice on a scale greater than anything in recent history. The second lesson is that regardless of whether the Administration back-peddles on initial tariff threats, th
May 23, 2025
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Updated Publications
Updated Publications
Canadian Quarterly Economic Forecast
June 17, 2025
Updated Publications
Weekly Bottom Line
June 13, 2025
Updated Publications
Support Measures Cap 2025 Provincial Budget Season
June 10, 2025
Updated Publications
2025 Ontario Budget
May 15, 2025
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Next
Updated Publications
Canadian Quarterly Economic Forecast
June 17, 2025
Updated Publications
Weekly Bottom Line
June 13, 2025
Updated Publications
Support Measures Cap 2025 Provincial Budget Season
June 10, 2025
Updated Publications
2025 Ontario Budget
May 15, 2025
View more updated publications
Latest Research
Latest Research
Canadian Federal Housing Plan: The 500k Marathon
June 03, 2025
Latest Research
North American Auto Outlook 2025: Trade Headwinds to Stall Industry
May 28, 2025
Media
WATCH: Andrew Hencic discusses the government's new economic agenda after King Charles III's throne speech on MoneyTalk
May 27, 2025
Latest Research
The First 100 Days: Dazed and Confused
May 23, 2025
Previous
Next
Latest Research
Canadian Federal Housing Plan: The 500k Marathon
June 03, 2025
Latest Research
North American Auto Outlook 2025: Trade Headwinds to Stall Industry
May 28, 2025
Media
WATCH: Andrew Hencic discusses the government's new economic agenda after King Charles III's throne speech on MoneyTalk
May 27, 2025
Latest Research
The First 100 Days: Dazed and Confused
May 23, 2025
View more latest research
Commentaries
Real Estate
Canadian Existing Home Sales (May 2025)
June 16, 2025
Real Estate
Canadian Housing Starts (May 2025)
June 16, 2025
Economy
Canadian Household Balance Sheet (2025 Q1)
June 12, 2025
Labour
Canadian Employment (May 2025)
June 06, 2025
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Real Estate
Canadian Existing Home Sales (May 2025)
June 16, 2025
Real Estate
Canadian Housing Starts (May 2025)
June 16, 2025
Economy
Canadian Household Balance Sheet (2025 Q1)
June 12, 2025
Labour
Canadian Employment (May 2025)
June 06, 2025
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