Story library
Intelligence stories
Browse connected explanations of what changed, why it changed, the organizational implication and what may happen next.
consumer-credit
Canadian households enter a new phase of credit stress
Delinquencies are accelerating as savings buffers weaken and refinancing costs remain elevated.
commercial-real-estate
Commercial real-estate refinancing pressure is accelerating
A concentrated maturity wall is increasing downside risk for office and secondary retail assets.
markets
Rate-cut expectations shift toward a slower easing path
Sticky services inflation and resilient employment are changing the expected policy trajectory.
aerospace
Aerospace order books remain resilient despite supply constraints
Demand is strong, but engine availability and specialist labour remain production bottlenecks.
insurance
Claims inflation is easing unevenly across P&C lines
Auto repair severity remains elevated while property materials pressures are moderating.
artificial-intelligence
AI capital spending broadens beyond hyperscalers
Investment is spreading into financial services, industrials and healthcare workflows.