Consumer spending supported by immigration-driven population growth
Provinces hard hit by higher rates forecast to drive recovery
CPI surprises largely temporary, shouldn't derail monetary easing
Canadians said they're reducing spending, putting off buying big-ticket items
Filings eased a bit in September, but remain on pace to exceed 2023: S&P
Wealthier households, however, have seen their purchasing power rise since 2022
Forecasts are predicated on Congress passing much of each candidate's agenda — an unlikely scenario
Oil shock, negative knock-on effects are the main risks for banks: DBRS
Household savings down 61% from peak in 2021, savings ratios approaching record lows
Strong growth, declining inflation, and easing monetary policy to drive global output