Economy & policy
Canada’s Rate Debate Is Moving Beyond Inflation. Here’s What Changed.
A reading guide to the signals that put household demand, employment and business investment at the centre of the economic conversation.
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The newest business stories and explanatory reporting from Canada and the United States.
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Industries
Retailers Have a New Growth Problem: Keeping Inventory Lean
A framework for understanding why sales growth alone no longer explains which operators are executing well.
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United States
The Quiet Financing Shift Behind the AI Infrastructure Buildout
A filing-led framework for examining capital spending, leases and long-term infrastructure commitments.
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How to Read Canadian Consumer Spending Beyond the Headline
The composition of spending can reveal more about business conditions than one aggregate number.
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Earnings Look Strong. The Cash-Flow Statement Adds an Important Qualification.
A practical examination of working capital, capitalized costs and the gap between reported profit and cash generation.
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