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
- Canada: The BoC can’t deny that we are at full employment
- U.S.: Unemployment is increasingly frictional
- Canada: How do you spell relief?
- World: U.S.-China truce does not equate to end of trade war
- Canada: Business sentiment improves
- Canada: Rebound in the cards for Q2
- Canada: What’s pushing up inflation?
- Canada: Negative real interest rate contrasts with situation stateside
- U.S.: Mortgage refinancing activity surging amid lower interest rates
- U.S.: Could sinking inflation expectations force the Fed’s hand?
Special Reports
An analysis on a current economic or financial topic.
- 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
- 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?
- Geopolitics are pushing oil prices higher
- China-U.S. trade deal or not, tensions will remain
FICC Strategy
- Quick Hit: Foreign demand in Canadian securities resumes
- Quick Hit: Speculators [finally] turn bullish on CAD
- Quick Hit: What to expect in Canadian credit if the Fed is easing?
- Quick Hit: A mid-year public sector supply snapshot
- Quick Hit: How much easing room is ‘safe’ for the big dollar?
- Quick Hit: Making the case for less aggressive Fed easing
- Quick Hit: Fed ease-BoC hold scenario supportive for the loonie
- Quick Hit: Trading CMB in a low yield environment
- Quick Hit: Ahead of ECB meeting: Where is the inflation?
- Quick Hit: The June 1st that wasn’t (+ our monthly Domestic Bond Monitor)