The Rate Cycle’s Long Shadow
How the Bank of Canada’s 2022–24 tightening cycle continues to ripple through mortgage markets, business investment, and consumer confidence.
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The Bank of Canada’s Credibility Problem
After a historic tightening cycle, the Bank faces a new challenge: communicating a pivot without reigniting inflation expectations.
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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