Analysis

Regular Publications

• November 16, 2015 - Dollars & Sense (pdf)

• November 10, 2015 - 2016 Global Outlook (pdf)

• October 16, 2015 - Monetary Policy Monitor (pdf)

• September 23, 2015 - Global Markets (pdf)

Special Reports/Observations

• January 5, 2016 - U.S. Long-Term Financial Asset Returns: An Economic Perspective (pdf)

• January 5, 2016 - Canadian Long-Term Financial Asset Returns: An Economic Perspective (pdf)

• June 3, 2015 - Selling Canada Short (pdf) (en français)

• September 10, 2014 - Divergent Views On Neutral Interest Rates (pdf)

• August 29, 2013 - The Taper Cometh (pdf)

• August 20, 2013 - Has The Bloom Gone Off The Rose For Canadian Bonds? (pdf) (en français)

• June 13, 2013 - The Federal Reserve's Exit Strategy: How Will It Unfold (pdf)

• May 9, 2013 - The Loonie Set To Fly South (pdf) (en français)

• March 11, 2013 - Long-Run Rate Of Return For Canadian Home Prices (pdf) (en français)
  

• November 13, 2012 - An Economic Perspective On U.S. Long-Term Financial Asset Returns (pdf)

• October 19, 2012 - An Economic Perspective On Canadian Long-Term Financial Returns (pdf) (en français)

• September 4, 2012 - Days of Decision (pdf)

• April 19, 2012 - The Wolf is Getting Closer (pdf) (en français)

• March 16, 2012 - Real Estate Overvaluation And Consumer Debt Pose Risks To Economy (pdf) (en français)

• January 18, 2012 - What Rising Personal Debt-To-Income Tells Us (pdf) (en français)