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The Economic Analyst

Economy

Predictions and analysis of the current and future drivers of economic growth in Canada and the world.
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Investing

Thoughts on building your portfolio: asset allocation, stocks, bonds, commodities, speculative investments, gold/silver.
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Primers

Mandatory reading for anyone new to the site. These articles are a one-stop overview of the macro factors affecting the Canadian economy.
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- Primer Articles
  - What is deflation?
  - The dangers of mass psychology (or why overwhelming majorities are always wrong)
- Video Primers
  - New Video Primer- CMHC
  - Toronto condo data; China about to hit a wall?; Fiscal austerity to weigh on public sector jobs; The Age of Deleveraging; Another video primer

Real Estate

A focus on Canadian real estate and a possible 'made in Canada' housing bubble: Discussion, analysis, predictions and advice.
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Social Trends

Predictions and discussion on the changing nature of societal norms: frugality, savings, social unrest, austerity, etc.
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- Global Trends
  - Steve Keen discusses debt, housing, and the economy
  - Employment number misses consensus; US consumers cutting back....will Canadians follow?; Another great CMHC video
- Canadian Trends
  - The social fallout of a dying credit bubble
  - If you, personally, want a “soft landing” you had better make sure you have a good parachute.

Tag: Bank credit analyst

Deflation, austerity, and housing blues in the US; Risks to Canada's growth from the IMF

DECEMBER 22, 2010
Deflation in the US The January 2011 edition of the Bank Credit Analyst has been released (hat tip to DR for the head's up). For copyright reasons I can't link to it, but I will post a few interesting quotes. For more info on BCA Research, check them out here. They are a well-respected economic research firm. This latest issue provides an outlook to 2011. Some key quotes:
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