Atlantic Canada’s Demographic Bet
Immigration is reversing decades of population decline in Atlantic Canada. The economic transformation underway is real — and fragile.
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The Deficit Hawks Are Back — And This Time They Have a Point
After years of expansionary fiscal policy, the political and economic case for deficit reduction is gathering momentum. Understanding what is legitimate and what is rhetorical matters.
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Downtown office vacancies in Canada’s major cities have reached levels not seen since the early 1990s recession. The implications for city tax bases are just beginning.
Read MoreGDP Per Capita: The Number That Changes Everything
Canada’s headline GDP growth has looked respectable. Strip out population growth and the picture is considerably less reassuring.
Read MorePharmacare’s Fiscal Arithmetic
Canada is the only country with universal health care that does not cover prescription drugs. The political will to change this exists; the fiscal path is narrower than advocates acknowledge.
Read MoreImmigration, Population Growth, and the Labour Market Paradox
Canada is growing its population faster than at any point since the 1950s. This is simultaneously a solution to demographic decline and a new source of economic stress.
Read MoreCritical Minerals: Canada’s Strategic Moment
The green energy transition has turned Canada’s mineral wealth into a geopolitical asset. Whether Canada can capture the value-added opportunity is the harder question.
Read MoreAlberta at the Crossroads: Diversification After a Decade of Trying
Alberta has been attempting to diversify beyond oil and gas for thirty years. The energy transition may finally force the question.
Read MoreToronto’s Condo Glut and What Comes After
A record pipeline of condo completions is arriving into a market where investor demand has evaporated. The implications are significant — but not simple.
Read MoreMortgage Renewal Wave: What 2025 and 2026 Actually Look Like
Approximately 1.2 million Canadian mortgages renew in each of the next two years. The arithmetic of payment shock is stark.
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