HeyJared... Not just Canada
Analysis and information about Canada and the Canadian economy, but not only about Canada and the Canadian economy.
- Indexed issues, last 90 days
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- Sep 29, 2026
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- Aug 24, 2026
Latest issues
US Consumers are in a Bad Mood (opens the original)
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In some ways this is the weirdest time for the Federal Reserve to start a tightening cycle. And, as folks fall all over themselves to put more rate hikes into their forecasts, we are looking at an economy featuring consumers who are in a bad mood and who are losing confidence in the job market even though the unemployment rate remains low. We think the risks inflation pass-through might be exaggerated and that an aggressive rate hike cycle could be disastrous.... Not just Canada is a reader-
Canadian Economy Continues to Grow, But Trade Policy Pantomime Poses Risks (opens the original)
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Statistics Canada said Canadian GDP was flat in July, but that they project growth of 0.2% MoM in August. The rebound in August is important, as it shows that the Canadian economy did not stall after solid growth in Q2. However, US Section 338 tariffs, Canada’s response and the US response to ban the import of some Canadian products highlights that trade policy uncertainty remains acute and a growth risk going forward. Meantime, Canadian firms are making more use of digital services, highlightin
Global Markets: Momentum has Slowed — Fewer Winners, More Worries (opens the original)
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Our Global Market Performance Indicator, which tracks 65 global markets reflects a loss of momentum in equity markets — there are fewer places where upswings remain in place, and more where gravity might be grabbing hold. More than half of global markets are below their 50-dma. This has not been the case since mid-April when global markets were wracked with US-Iran war worries. I think it’s important to look into factors driving markets rather than just looking at them in buckets such as Asia, o
C’mon Folks: Of Course Carney Considered the “Tail Risk” of a US Invasion (opens the original)
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Roundup: US Data and The Rates Backdrop (opens the original)
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US data today gave pretty positive signals about capital goods investment, while Treasury yields (10-year and 30-year TIPS) neared critical thresholds. The 10-year Treasury yield is pretty close to the long-term growth rate of nominal GDP, so it might be somewhat “normal,” and not something to panic over. ... Not just Canada is reader-supported. Please consider supporting my work by becoming a free or paid subscriber. We would greatly appreciate recommendations<form cla
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