Skip to main content
Canada
US
Global
Français
Forecasts
Financial Markets
Economy
Commentaries
Government Finance & Policy
Labor
Real Estate
Consumer
Trade
Business Investment
State & Local Analysis
Commodities & Industry
Future Ready Economy
Media
TD Economics
Analysis covering the globe
Feature
Latest Research
Assessing the Feasibility of President Trump’s Tariff Dividend Checks
President Trump has recently proposed sending out $2,000 ‘tariff dividend checks’ to eligible households, which would be funded using tariff revenue. However, the administration has not provided further details on the structure, timing or income testing thresholds, making any sort of economic inference very speculative.
December 05, 2025
Latest Research
The Days Of Our Lives
Yes, the title of this presentation comes from a famous soap opera. It’s appropriate to depict the past year, full of economic and political drama. We’re on the cusp of closing out 2025, a dramatic 365 days marked by the shifting sands in government policies and corporate behaviors. And this final quarter of the year has brought forward more pivots on both sides of the border that will keep us glued to the next episode. My only hope is that the economic drama doesn’t run sixty-three seasons like
December 04, 2025
Updated Publications
Commodities Quick-Take
Idiosyncratic factors are driving divergences in energy commodities. Oversupplied crude oil markets are weighing on the price outlook, while robust LNG demand has been bidding up natural gas. Base metals prices have been pressured higher following sharp tariff-induced selloffs earlier this year. Still-sluggish global demand will likely be offset by ongoing supply concerns, keeping metals prices on the firm side in 2026.
November 27, 2025
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
Multiple influences have shaped the U.S. job labor market this year. The following Q&A summarizes major changes and addresses key questions.
November 26, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
It's hard to write anything these days without addressing the impact of tariffs, but this quarter bubbled up many other issues for our Q&A. The effects of the U.S. government shutdown, signals from the labor market and the Fed's next interest rate move are also examined.
November 25, 2025
Previous
Next
Updated Publications
Updated Publications
Weekly Bottom Line
December 05, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
State Economic Forecast
September 23, 2025
Previous
Next
Updated Publications
Weekly Bottom Line
December 05, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
State Economic Forecast
September 23, 2025
View more updated publications
Latest Research
Latest Research
Assessing the Feasibility of President Trump’s Tariff Dividend Checks
December 05, 2025
Latest Research
The Days Of Our Lives
December 04, 2025
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
November 26, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
Previous
Next
Latest Research
Assessing the Feasibility of President Trump’s Tariff Dividend Checks
December 05, 2025
Latest Research
The Days Of Our Lives
December 04, 2025
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
November 26, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
View more latest research
Commentaries
Consumer
U.S. Personal Income & Spending (September 2025)
December 05, 2025
Commodities & Industry
U.S. ISM Services Index (November 2025)
December 03, 2025
Commodities & Industry
U.S. Vehicle Sales (November 2025)
December 03, 2025
Commodities & Industry
U.S. ISM Manufacturing Index (November 2025)
December 01, 2025
Previous
Next
Consumer
U.S. Personal Income & Spending (September 2025)
December 05, 2025
Commodities & Industry
U.S. ISM Services Index (November 2025)
December 03, 2025
Commodities & Industry
U.S. Vehicle Sales (November 2025)
December 03, 2025
Commodities & Industry
U.S. ISM Manufacturing Index (November 2025)
December 01, 2025
View more commentaries
