Canada

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.

How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Exclusive USMCA Update: The trade jungle | Canada
A principle to keep in mind as we navigate the trade jungle is that, like a forest fire, a temporary event can leave a lasting impact on the environment.
