Daily Points (Source: Scotiabank)
Scotiabank sees higher oil and inflation expectations backing Bank of Canada hikes
Oct 20, 2026
Scotiabank says rising oil prices and a jump in longer-term inflation expectations reinforce its call for Bank of Canada rate hikes at three of the next four meetings, starting next week.

Canadian Analysis (Source: RBC Economics)
RBC sees firms' price pass-through complicating the Bank of Canada's rate decision
Oct 19, 2026
RBC says the latest business survey shows half of firms planning to pass on cost increases while September inflation expectations climbed, yet it still forecasts no rate hikes until 2027.

Canadian Analysis (Source: RBC Economics)
RBC sees September inflation at 3.1% with energy pressure still contained
Oct 19, 2026
RBC says Canadian inflation edged up to 3.1% in September on energy costs, with limited spread to other prices, and it expects the Bank of Canada to hold rates through 2026 though an earlier move is a risk.

Economic Studies (Source: Desjardins Economic Studies)
Desjardins now expects a Bank of Canada hike in October
Oct 19, 2026
Desjardins economists say September inflation of 3.1% was driven by energy prices, and given job losses and rising inflation expectations they now expect the Bank of Canada to raise rates at its October announcement.

Economic Indicators (Source: Scotiabank)
Scotiabank expects the central bank to tighten by 25bps next Wednesday
Oct 19, 2026
Scotiabank forecasts a 25bps Bank of Canada hike next week, arguing smoothed core inflation remains warm and forward-looking risks outweigh the softer September monthly readings.

Daily Points (Source: Scotiabank)
Scotiabank says hawkish BoC governor comments put October hike in play
Oct 19, 2026
Scotiabank's Daily Points says hawkish weekend remarks from the Bank of Canada governor lifted pricing for an October hike to about 18bps from about 9bps ahead of inflation data and surveys.

Global Week Ahead (Source: Scotiabank)
Scotiabank expects Canadian inflation data to give the Bank of Canada what it needs
Oct 16, 2026
Scotiabank argues the coming week centres on Canada, with September inflation, Bank of Canada surveys likely to show higher inflation expectations, and an Alberta vote that it expects to reject separation.

U.S. Week Ahead (Source: RBC Economics)
RBC sees high yields keeping US housing weak and prices sticky
Oct 16, 2026
RBC expects US building permits and housing starts to stay weak, with elevated yields and tight supply keeping housing prices sticky and inflation pressure in place for two more years.

Canadian Analysis (Source: RBC Economics)
RBC expects Canadian housing recovery to continue gradually despite September dip
Oct 16, 2026
RBC says Canadian resales fell 2.3% in September as trade tensions and expected Bank of Canada hikes kept buyers away, but it still expects a gradual, uneven recovery into 2027.

Forward Guidance (Source: RBC Economics)
RBC expects Bank of Canada to stay on hold through 2026
Oct 16, 2026
RBC expects September CPI to hold at 3% year-over-year while core inflation eases to 1.8%, leaving the Bank of Canada on hold for the remainder of 2026 as energy and growth risks offset.

Economic Studies (Source: Desjardins Economic Studies)
Desjardins sees Canadian home sales slip and rising mortgage rates adding headwinds
Oct 16, 2026
Desjardins notes Canadian existing home sales fell 2.3% in September while housing starts edged up to 248.9k, and it flags higher fixed mortgage rates as another headwind for buyers.

Economic Studies (Source: Desjardins Economic Studies)
Desjardins warns prolonged trade tensions may push Canadian firms toward lasting adjustments
Oct 16, 2026
Desjardins argues that new US tariffs in August are pushing Canadian businesses away from waiting and toward lasting adjustments, with early signs including a CFIB long-term index of 47.9 and 68,000 jobs lost in September.

Daily Points (Source: Scotiabank)
Scotiabank finds central bank remarks uneventful as US-Mexico trade talks hit snags
Oct 16, 2026
Scotiabank says markets ended the week quietly because remarks from the heads of the Fed and Bank of Canada were inconsequential, while a report points to US-Mexico trade talks being undermined again.

Canadian Analysis (Source: RBC Economics)
RBC sees an oil windfall lifting national income while households pay more for fuel
Oct 15, 2026
RBC says real gross domestic income rose 3.1% year-over-year in Q2 against 1.1% for real GDP, but the oil gains flow mainly to energy producers and producing regions while most households face higher fuel costs.

Economic Studies (Source: Desjardins Economic Studies)
Desjardins says broader trade ties could revive productivity at top Canadian firms
Oct 15, 2026
Desjardins argues that even Canada's most productive firms are losing momentum as competitive pressure weakens, and that diversifying trade could revive productivity by exposing them to new rivals, bigger markets and fresh knowledge and capital.