Canada Economics Focus EU trade deal would provide only modest benefits The Canadian government's new free trade agreement with the EU, should it be ratified, will provide only modest economic benefits. Since this ratification will take a year or two, the trade deal does... 31st October 2013 · 1 min read
Canada Economics Focus In case of emergency: Blow the budget Fiscal policy might have to provide more stimulus soon unless economic growth improves materially. For housing bears such as ourselves, the potential for additional fiscal stimulus helps to limit the... 26th June 2013 · 1 min read
Canada Economics Focus Canada enjoying wealth advantage over US Based on our calculations of total domestic net worth, Canadians appears to be better off than their seemingly more affluent neighbours to the south. The problem is that the advantage Canada enjoys is... 18th April 2013 · 1 min read
Canada Economics Focus Lower inflation around the corner We expect annual CPI inflation to fall from an already muted 1.6% this year to only 1.2% next year, as GDP growth slows and economic slack increases. The outlook for 2014 looks much the same. 2nd October 2012 · 1 min read
Canada Economics Focus Business investment won't be the economy's saviour With exports hampered by the global economic slowdown and the nascent domestic housing downturn likely to hit housing investment and consumption too, a slowdown in Canada's overall economic growth... 31st July 2012 · 1 min read
Canada Economics Focus Canada's outperformance may not last much longer Canada's stronger economic performance over the last few years is largely explained by its stable banking sector, the continued boom in its housing market and, to a much lesser extent, buoyant... 14th May 2012 · 1 min read
Canada Economics Focus House prices likely to fall for several years We doubt that the economic recovery is on the secure footing required for it to maintain its recent pace. We expect GDP growth of just 1.5% in both 2011 and 2012. But at least the UK has turned a... 3rd February 2011 · 1 min read
