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                  Recent Posts

                  High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

                  Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...

                  BoC warns of structural economic damage from tariffs

                  The Bank of Canada delivered an expected 25 basis point rate cut today, lowering the overnight rate to 2.25%—the bottom of the neutral...

                  Canadian federal budget preview

                  A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter...

                  Canada’s population growth slows even as outflows fall increasingly short of targets

                  Canada's population growth continues to slow since tighter federal targets on permanent and non-permanent residents with Q2 marking...

                  Five disruptors to the U.S. economic cycle

                  The U.S. economy seems in many ways an anomaly. Interest rates are, by many measures, in “restrictive” territory, and yet the unemployment...

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