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: Consumer loans growing at slowest pace in 5 years
- Canada: High confidence, but relatively soft consumption growth
- World: Could the Novel Coronavirus derail economic growth?
- Canada: Still a good place for social mobility
- Canada: Business sentiment improves further
- Canada: Who are the top one percent?
- Canada: A Canada/U.S. convergence in household debt ratio is unlikely
- Canada: Fiscal stimulus provides relief to households
- U.S.: November employment surge wasn’t just about GM
- U.S.: Commercial real estate loans on the rise
Special Reports
An analysis on a current economic or financial topic.
- Quebec should resist the temptation of procyclical budgeting
- 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
Budgets and Financial Updates
Geopolitical Briefing
- U.S.-China phase one trade deal signed: Now comes the hard part
- Iran – U.S.: Has war been averted?
- The world’s looming water crisis
- The world’s looming water crisis
- Expect more financial decoupling between China and the United States
- USMCA ratification may be closer than you think
- Trump’s seemingly never-ending impeachment saga
- The story behind China’s capital controls
- 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
FICC Strategy
- Quick Hit: How do we do it? Volume!
- Quick Hit: A word on absolute and relative credit spreads
- Quick Hit: Is the BOS the boss?
- Quick Hit: Using employment data to handicap provi spreads
- Quick Hit: Reflecting on seasonality in the year that was
- Quick Hit: Did Canada’s economy really just fall off a cliff?
- Quick Hit: Poloz waves in fiscal stimulus and why not
- Quick Hit: Trudeau's labour market scorecard
- Quick Hit: A reminder of the (obvious) importance of foreign markets
- Quick Hit: Funding update as we cross mid-field of fiscal year