Canada Chart Pack Restrictions weighing on the recovery The restrictions reimposed in Ontario and Quebec this month have weighed heavily on restaurant visits, but we think overall GDP will continue to recover so long as more draconian lockdowns are avoided... 26th October 2020 · 9 mins read
Canada Economics Weekly Focus turns to the Bank There was plenty of data this week for the Bank of Canada to digest ahead of its meeting, yet none of this will have much bearing on the key question of how the second wave of COVID-19 will play out. 23rd October 2020 · 5 mins read
Bank of Canada Watch Renewed restrictions add to downside risks The economy has recovered faster than the Bank of Canada expected, but downside risks from the second wave of COVID-19 are mounting. We expect the Bank to reiterate next week that there is little... 21st October 2020 · 6 mins read
Canada Data Response Consumer Prices (Sep.) & Retail Sales (Aug.) The September data showed that the housing boom is now feeding through into higher inflation, but the headline rate is nevertheless set to remain below 1% for the rest of this year. 21st October 2020 · 2 mins read
Canada Economics Update Bank’s balance sheet to expand again soon The Bank of Canada’s balance sheet has been shrinking in recent weeks, as demand for its emergency repos loans continues to subside, and it will experience a bigger fall next spring, when the 12-month... 20th October 2020 · 4 mins read
Teranet House Prices (Sep.) House price inflation accelerated to 6.7% in September and all signs suggest it will continue to rise. 20th October 2020 · 2 mins read
