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
Phone: 514-879-2529
Email:
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
- World: U.S. dollar still reigns supreme in global currency markets
- Canada: Net portfolio inflows turn negative
- Canada: U.S.: Close to 90% of net imports of crude oil come from Canada
- Canada: Debt service burden is worsening
- Canada: What’s behind the increase in net international investment position?
- Canada: What does surge in capacity utilization rate say about investment?
- U.S.: Employment for key demographic surges to record high
- U.S.: Can large firms keep driving job creation in 2020?
- Canada: Investment income in surplus for the first time ever
- Canada: Do we need monetary stimulus?
Special Reports
An analysis on a current economic or financial topic.
- Fixed Income: The ECB contemplates further monetary policy easing
- New NBF Financial Stress Index does not suggest BoC rate cut
- Presentation to the Canadian Economic Club – January 9, 2019
- Fixed Income: Stock-bond correlations: Are we at an inflection point?
- Strategy update: Trade war = slower earnings growth
- Reality check: Are Canadian households perched over a sinkhole?
- Reality check: Canadian exposure to U.S. protectionism
- The Metropolitan Economic Momentum Index (MEMI)
Budgets and Financial Updates
Geopolitical Briefing
- Japan and South Korea risk scrambling supply chains further
- Will Iran and the United States step back from the brink?
- U.S.-China truce: a pause in the great power competition
- What is next for Brexit and the UK?
- Is Great Power Rivalry Reshaping Canada’s Economic Landscape?
- Argentina’s looming make-or-break election
- The perils and promise of India
- President Obrador’s politics cool Mexico’s economy
- The behind the scenes struggle to choose the ECB's next leader
- What’s next in the seemingly never-ending Brexit Saga?
FICC Strategy
- Quick Hit: It’s Ottawa’s red ink we should focus on [but not in the way you might think]
- Quick Hit: Lower yes, but steeper? Not really
- Quick Hit: Higher oil to lead to stronger loonie?
- Quick Hit: Foreigners continue net divestment of Canadian securities
- Quick Hit: Bank of Canada: What’s in a word?
- Quick Hit: Headline numbers can be deceiving
- Quick Hit: Are low interest rates the gift that keeps on giving?
- Quick Hit: For the BoC, is every meeting really a live meeting?
- Quick Hit: Attention pivots back to CNY… déjà vu all over again?
- Quick Hit: The Fed rate cut that wasn’t