Insights

As Canada forms a new government, we break down some of the key economic issues the country faces.

The Canadian dollar has rallied nicely against the U.S. dollar so far to start the year, increasing purchasing power for investors. This is more a story of U.S. dollar weakness than Canadian dollar strength, with the loonie ahead of only its commodity-currency...

Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...

Less than a week after “Liberation Day”, the U.S. administration has put a 90-day pause on many of its most damaging tariffs, ex-China. Equity markets reacted enthusiastically, with the S&P 500 putting up its third largest single-day rally since WW2....

The tariff levels announced on April 2 are worse than most feared and if they are sustained at these levels for a long period of time, the U.S. economy is at risk. The U.S. Treasury Secretary has suggested this is the ceiling so long as there is no retaliation...

Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...

The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant damage that hefty tariffs would inflict on the economy prompted many buyers and sellers to hit pause in February—leading...

This title applies both to the nature of markets and to that of the current U.S. administration. The initial focus on tariffs instead of tax cuts has disappointed markets and they are registering that displeasure the only way they know how – lower prices...