Economic analysis

Financial analysis

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Are you interested in the economy and financial markets? You've come to the right place! To learn about the latest national and international developments or to consult the most recent economic and financial outlooks, browse the various analyses of our Economy and strategy section.

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Monthly reports

Every month, the global economic situation, especially in North America, is reassessed. You’ll also find forecasts of the main economic and financial variables.

Economic

Canadian economic news

Stay on top of everything that's happening in the country in terms of the economy, whether it's GDP, employment, consumer prices, or retail sales.

Housing

To learn more about residential real estate in major Canadian cities and housing affordability, view our links below.

Housing Market Monitor

Canada

Calgary

Montreal

GTA

Vancouver

Housing affordability

Teranet-National Bank House Price Index

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Weekly economic watch

You’ll find a commentary on the economic trends based on the indicators published during the week as well as the upcoming week.

Current edition

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Monthly U.S. recession risk tracker

This chart shows the current reading and recent dynamics of several indicators compared to those observed three months prior to the eight previous recessions.

Current edition

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Monetary policy (monitoring)

Our Economics and strategy section presents BoC policy monitor and FED policy monitor. This will keep you informed on Canada's and the United States' monetary policy.

Bank of Canada

BoC Preview

United States Federal Reserve

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Hot Charts

Canada: Population growth back in line with construction capacity

Canada: Consumers have never felt worse

U.S.: A significant negative wealth effect looms if the trade war persists

U.S.: Growing risks to the inflation outlook?

Canada: A tale of two labour markets

Canada: A major partner for companies producing on American soil

Canada: Is “regulation” the most beautiful word in our policymakers’ dictionary?

U.S.: More than 60% of major industries run a trade surplus with Canada

Canada: A playbook for scoring on our own goal

Canada: BoC warns of major GDP hit from trade war

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Market View

Automobile upheavel

April rules for Canada’s domestic bond market

Canadian soft data is softening, significantly

[Addendum] - Further colour on (latest) wave of foreign buying of Canadian bonds

Americans load up on ‘Canadian’ paper (and not for the first time)

Re-thinking provincial funding expectations

(Though clearly important) Equities aren’t be-all and end-all for Canadians

Budgetary trendspotting

The other Canadian ‘export’ we shouldn’t take for granted

What does the Taylor rule say?

A detailed listing with links to every Market View report published this year

Market View Report List 2021-24

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Special reports

Read our detailed analyses on various topics related to economic or financial news.

(2025/02/02) Forecast Update: The Trade War Begins

(2024/12/23) The atrophy of the Canadian manufacturing sector has gone too far

(2024/08/07) The deterioration of the youth job market in Canada is a bad omen

(2024/04/02) Canada’s inflation illusion: Debunking CPI-med and CPI-trim

(2024/03/11) Attract private investment: Canada's only way out

(2024/01/15) Canada is caught in a population trap

(2023/12/22) A challenging year ahead for the U.S. economy?

(2023/10/31) Core inflation in Canada: The imbroglio must end

(2023/01/25) Canada's inflation composition argues for caution

(2022/08/26) Canada : Strong demographics that will stand out even more than expected

Geopolitical news

Read our articles on geopolitics and its impact on the economy to learn more.

Tariffs, trade, and uncertainty: The Impact of Washington’s economic strategy and geopolitical objectives on Canada

Canada’s leadership vacuum comes at a very perilous time

Canada’s Trump Card in Navigating Trade Tensions

The likely impacts of President Trump’s victory

Geopolitics Is Weaponizing Supply Chains and Creating a Lower-Trust Global Economy

The Kamala Harris Agenda

The impact of France’s hung parliament

The Labour Party’s landslide victory will soon collide with the UK’s fiscal constraints

The war in the Middle East takes a turn for the worse

Will the latest attempt to reform Argentina’s economy finally succeed?

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Benchmark reform update

We provide you with a complete picture of the past, current and future issues surrounding the LIBOR transition and the broader benchmark rate reform underway in the international financial markets. 

Current edition

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