Latest Reports and Articles from our leading Economists

Our highly-ranked Economics team provide our clients with best-in-class research and leading perspectives for managing and investing in the ever-changing economy.

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Economics Reports

The Week Ahead: Why not?

The story might be apocryphal, but a philosophy professor asked a one-word question on his final exam: “Why”? As the tale goes, the student assigned the highest grade responded with a two-word answer: “Why not?”. That’s also been the best answer to those who have been questioning our long-held forecast that the Bank of Canada will and ought to deliver second consecutive 50 basis point rate cut in its December announcement.
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FICC Strategy Reports

The FX Files – Holiday Cheer Amidst Thin Liquidity

The MXN has proved the overnight star performer, indeed USD/MXN is trading levels witnessed immediately ahead of recent Trump tariff threat. The catalyst for the retreat are reports of a “wonderful”, and “very productive” conversation between Trump and Mexican President Sheinbaum. The USD/MXN retreat underlines that tariff threats are often merely part of a very blunt negotiating process.
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Economics Reports

In Focus: Canadian Housing – Countdown to Liftoff

The tale of the Canadian housing market in 2025 is a tale of two markets - the low-rise segment and the high-rise segment, with unique market characteristics. However, as our economists forecast, the buyers’ market conditions will not last for long as a lack of supply will clash with increased demand due to lower interest rates and recent changes to mortgage regulations, resulting in higher price pressures.
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