Economic Analysis
If you are interested in financial markets and the economy,
you are in the right place! Whether you want to know the
latest national and international developments or consult
the most recent economic and financial forecasts,
all you have to do is select the type of analysis of interest
to you from our prize-winning Economics and Strategy Group.
CONTACT
514-879-2529
NBF.EconomicsStrategy@nbc.ca
Weekly Economic Watch
The Weekly Economic Watch offers a commentary on developments in the economic environment as depicted by economic indicators released during the week and on indicators to be published in the upcoming week. Trends in a wide range of international, national and provincial economic and financial indicators are also presented.
Monthly Monitors
Each month, the World economic outlook, in particular the North-American context, is reassessed.
It also includes forecasts for the major economic and financial variables.
Hot Charts
- U.S.: Inventories are not bloated
- Canada: BoC should insist that this data be published
- Canada: Higher for longer?
- U.S.: Diffusion for earnings revisions has turned negative
- U.S.: Fastest inversion ever
- Canada: Resource sector GDP tops $310 billion
- Canada: : Surging food and energy prices already equal to 3 rate hikes!
- Canada: Back to the Bouey years!
- U.S.: Yield curve was inverted before the two oil shocks of the 1970s
- Canada: Distribution of the Ukrainian diaspora
Market View
- In Focus [Addendum] - Seeking a CAD angle on June’s hefty cashflows
- The abnormal anatomy of this hiking cycle
- Searching for a seasonal supply outlet
- In Focus - An eye to the coming June cash deluge
- What a long, strange sell-off it’s been
- $111 billion provi bonds on the wall…
- A Canadian budgetary snapshot
- [Update] - Better 21, better 22? No contest, however…
- Alberta’s fiscal transformation does not go unnoticed
- Better 21, better 22? No contest, however…
A detailed listing with links to every Market View report published this year
Special Reports
An analysis on a current economic or financial topic.
- (2022/01/18) “What’s going on in Quebec?”
- (2021/11/30) Canada can't afford to bleed capital like this
- (2021/08/17) Debt servicing costs
- (2021/08/13) In Focus - Ballot Ballet: A 2021 federal election primer in four acts
- (2021/04/30) Has the BoC disavowed its own core inflation measures?
- (2020/07/24) Canadian Labour Market: Devils in the details
- (2020/06/29) Is a second lockdown inevitable?
- (2020/06/01) Canada’s official reserves: Time for a review
- (2020/05/27) Is Canadian residential real estate teetering on the brink?
Budgets and Financial Updates
Geopolitical Briefing
- The higher costs involved in moving to a lower-trust global economy
- The environmental controversy surrounding wood-based biofuels
- The Ukraine war and remaking of the world order
- Ukraine and the fog of war
- Is the EU facing the perfect energy and geopolitical storm?
- Update: Is a carbon border tax inevitable? - (Original version from March 22, 2021) Is a carbon border tax inevitable?
- The Looming Global Water Crisis: An Update
- Supply chain challenges: From just-in-time to just-in-case
- Will Afghanistan reshape the global and U.S. political landscape?
- Will China-U.S. tensions reverse the trend of ever-greater financial ties?
Benchmark Reform Update
This monitor provides a comprehensive picture of the past, present and future issues surrounding the LIBOR transition and broader benchmark reform underway across international financial markets.