April 1, 2011

Good News Really Can Be Good

The global economy is rebounding significantly despite the alarming number of black-swan challenges. Stock markets are rallying in tandem, reflective of the improving economic and financial backdrop. Ironically, the good news has led many to question the need for further monetary stimulus, while at the same time some suggest that without the Federal Reserve’s quantitative…

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March 25, 2011

Japan: The Forgotten Economy

Prior to the catastrophic earthquake and tsunami, the importance of Japan to the global economy went unrecognized, swamped by the surge in China’s economic power—the new Asian juggernaut.

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March 15, 2011

Bleak Headlines Might Be Overdoing Nuclear Danger According to Some Scientists

As the news of a potential nuclear crisis in Japan worsened, markets were reflecting a “get-me-out-of-everything-risky” mindset, as commodities and stocks were selling off sharply and triple-A government bonds are rallying.

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March 11, 2011

How Will Japan’s Earthquake Affect Canada?

The earthquake, which registered 8.9 on the Richter scale, is the largest to hit Japan in at least 140 years, although the overall ramifications are still very much uncertain and will depend critically on any tsunami-related damages in the Pacific Basin.

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March 11, 2011

Cool Heads Must Prevail

Yesterday in St. Thomas, Ontario, and the end of my economic outlook presentation, I said that while we have no idea what natural disasters might befall us, the U.S. and Canada are likely to straddle 3% growth this year and next.

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March 10, 2011

Canada’s Disturbing Productivity Performance

While we were cautiously optimistic about the economic outlook at the turn of the year, we now believe the odds have increased for a self-sustaining expansion in North America through this year and next despite the recent surge in commodity prices.

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March 2, 2011

Canada Must Diversify its Export Basket

A recent analysis published in the Wall Street Journal highlighted the shifting sands of America’s trading patterns.

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February 28, 2011

Union Backlash to Government Deficit Reduction Plans

State and local government budget worries are at the top of the news these days. Q4 GDP growth was revised down, in part, because of weakness in state and local government spending, which fell 2.4% as yawning deficits pinched budgets.

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January 12, 2011

Fiscal Austerity Winds Blow

Canada’s provincial and federal governments will be confronted this budget season with the same dilemmas facing most industrialized economies.

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