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WHAT'S NEW
Friday, May 16
Thursday, May 15
econoFACTS

U.S. Manufacturers: side-swIPed [PDF]
Wednesday, May 14
econoFACTS

Priced To Sell, Except For Groceries [PDF]
ECONOFACTS
May 15 '08
U.S. Manufacturers: side-swIPed: U.S. industrial production fell more than twice as much as expected in April... more [PDF]
May 14 '08
Priced To Sell, Except For Groceries: U.S. consumer prices rose 0.2% in April, allowing the annual change to slip below 4% y/y for the first time in six months... more [PDF]
BOTTOM LINE
Apr. 11 '08
Too Early for the All-Clear Sign: General Electric, a bellwether stock, reported disappointing earnings this morning, confirming the negative effect of the March meltdown of Bear Stearns on all financial services companies as well as the continuing weakness in consumer spending... more [PDF]
SPECIAL REPORT
Feb. 12 '08
Canada's Techology Triangle: Waterloo Region and Guelph: Short-term pain, long-term gains... more [PDF]
Jan. 23 '08
Recalibrating the Forecast: Judging from recent indicators, we are prepared now to say that the U.S. economy is in recession... more [PDF]
Sep. 20 '07
The Price is Wrong: An Update: With the Canadian dollar charging to parity for the first time since November 1976, we have updated our study of three months ago on how Canadian retail prices have responded to the loonie’s historic run... more [PDF]
RATES SCENARIO
May 1 '08
Rates Scenario for May 2008: The Bank of Canada cut rates 50 bps in April and indicated that limited further easing will likely be required... more [PDF]
BUDGETS
Apr. 29 '08
Nova Scotia: Playing it Safe: The Province of Nova Scotia is expecting its seventh consecutive year in the black with a projected surplus of $190 million... more [PDF]
Nfld. & Labrador: Black Rock: In the wake of yesterday’s report of its league-leading GDP growth, the Province of Newfoundland and Labrador is revising up its FY2007/08 surplus estimate to a record $1.4 billion... more [PDF]
FOCUS
May 9 '08
Canadian Job Growth Still Solid
Canadian Housing Market Slows
U.S. Trade Gap Narrows, Canadian Surplus Surges
Oil Climbs Over $126
ECB, BoE and RBA on Hold
more [PDF]
GLOBAL EQUITY WEEKLY
May 9 '08
Greased Wheels: Equity markets were mixed this week amid surging oil prices and more disappointing earnings results in the financial sector... more [PDF]
THE GOODS
Apr. 14 '08
Commodities Didn’t Skip a Beat in March: Commodities continue to be a tower of strength, even against gathering economic storm clouds... more [PDF]
INDUSTRY UPDATE
Feb. '07
Manufacturing In Canada: Longer-term Prospects in a Challenging Environment: Times are tough for the Canadian manufacturing sector.... more [PDF]
NORTH AMERICAN OUTLOOK
May 5 '08
False Dawn?:
U.S. economy has slowed significantly and might be in a mild recession, with no sign of a housing bottom.
Aggressive monetary actions and rebates should support a modest recovery.
Canadian growth will be slowest in 16 years, but solid domestic demand limits recession risk.
The Fed is probably finished easing for now and could take an extended siesta.
The Bank of Canada might slip in one more rate cut before it naps.
The Canadian dollar will soften when (if) energy prices moderate.
more [PDF]
PROVINCIAL MONITOR
Winter 2008
Central Canada Under Pressure: The regional disparity in Canadian economic growth will persist this year,... more [PDF]
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