Canada
Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Exclusive Section 338: Curds, cars, and cocktails
The Trump Administration has invoked Section 338 to impose new 50% tariffs on Canadian goods effective August 19.
Exclusive Bank of Canada Post-Decision Report: Overly optimistic
The Bank of Canada released its decision to hold the overnight policy rate at 2.25% at the July 15 meeting.
CCUS and natural gas: three pathways to scale, but with limits
CCUS is most likely to scale in applications where infrastructure access, high utilization, and supportive economics converge.
Exclusive Bank of Canada Preview: Another business omen?
We expect the Bank of to keep the overnight rate unchanged at 2.25%, a view shared by most Bloomberg surveyed economists and broadly reflected in market pricing.