Analysis
Published on Substack, TL Economic Intelligence and LinkedIn.
No. 005
Remove UK-bound metals and the record low in export concentration disappears
A stress test of our own headline: one trade flow carries most of the growth in non-US exports.
TLEI ↗
No. 004
Export concentration hits a record low, and one market carries the gains
Canada's exports are the least concentrated on record, but outside the US most of the new trade goes to one market.
TLEI ↗
No. 003
The most optimistic households are also the most financially strained
Newcomers expect to miss debt payments at ten times the rate of everyone else, and still expect things to improve.
LinkedIn ↗
No. 002
Same shock, different pain
Why one gasoline price shock pushed inflation up far more in some provinces than others.
Substack ↗
No. 001
Tracking export diversification
A new way to measure how concentrated Canada's exports are, and a tracker to follow it month by month.
TLEI ↗
No matching items