GDP
Manufacturing sales beat, but backdrop is far from positive
Eli Rodney
Inflation
Inflation print shapes up as expected, anchored by fuel costs
Eli Rodney
Chartwell Retirement Residences+1 more
Chartwell Retirement to spend $300M on three growth initiatives
Eli Rodney
Labour
Unemployment beat carried by part-time gains
Eli Rodney
Housing
Building permits beat, but under the hood is less attractive
Eli Rodney
Cineplex Inc.
Cineplex reports solid June box office results, with more to come
Eli Rodney
EQB Inc.+1 more
EQB calls on familiar face to take over at a critical juncture
Eli Rodney
Trade+1 more
Copper nears 40% YTD gains on 50% tariff announcement
Eli Rodney
Politics
Federal spending reductions unlikely to be layoff-driven
Eli Rodney
ATS Corp.
ATS Corporation gets a $450M haircut after CEO departure
Eli Rodney
Mining Royalties & Streaming+1 more
Royal Gold bids $5B to take out two Canadian royalty platforms
Eli Rodney
TMX Group Ltd.
Trading stats show volume recovery, opening the door for financing activity
Eli Rodney
H&R REIT
H&R could be the next REIT to go as management considers multiple offers
Eli Rodney
Trican Well Service Ltd.
Trican pops 14% on accretive $230M deal and 10% dividend hike
Eli Rodney
Trade
Trade data rolls in as expected, bringing YTD deficit to $15B
Eli Rodney
Rogers Communications Inc.
Rogers is one step closer to a sports/media spin-off
Eli Rodney
Forest & Wood Products+1 more
Canadian lumber companies take some slack out of the market
Eli Rodney
Bombardier Inc.
Bombardier signs $2B deal that reinforces its strategic shift
Eli Rodney
Trade
Trump takes aim at the Digital Services Tax as negotiations continue
Eli Rodney
GDP
GDP weighed down by continued manufacturing slowdown
Eli Rodney
Financial Services+2 more
Subscribers
Financials lead the way in second elevated buyback cycle
Eli Rodney
Aerospace & Defense
Does Carney's $150B defense commitment mark the top?
Eli Rodney
Inflation
CPI holds steady as main categories continue to moderate
Eli Rodney
Sienna Senior Living Inc.+1 more
Sienna closes another tuck-in as senior living trade keeps winning
Eli Rodney
Housing+1 more
New home prices continue to slide, with some regional differences
Eli Rodney
Inflation
Rise in crude oil could drive reversal of the input/output PPI trend
Eli Rodney
Retail Sales+1 more
Retail sales come in soft, with a weaker outlook
Eli Rodney
Bank of Montreal+1 more
BMO buys Burgundy for $625M as industry consolidation continues
Eli Rodney
GDP
Population growth moderates as immigration slowdown continues
Eli Rodney
Keyera Corp.
Keyera spends $5B to bring home Canadian NGL infrastructure
Eli Rodney
Primaris REIT
Subscribers
Primaris doubles down with $400M Lime Ridge Mall purchase
Eli Rodney
Housing
Housing starts stay strong in May, inventory continues to build
Eli Rodney
GDP
Continued manufacturing slowdown to pressure wholesale sales
Eli Rodney
Dundee Precious Metals Inc.+1 more
Dundee makes the latest >$1B silver takeout bid as the market heats up
Eli Rodney
Telus Corp.+1 more
Telus looks to swallow its previously spun off digital unit for $550M
Eli Rodney
Housing
Building permits fall 7% on multi-unit weakness
Eli Rodney
Calian Group Ltd.
Subscribers
Carney's latest defense commitment is tailor-made for Calian Group
Eli Rodney
GFL Environmental Inc.
Subscribers
A $5B GIP sale could fuel an aggressive redeployment cycle for GFL
Eli Rodney
Labour
Jobs data: employment beats, unemployment slides
Eli Rodney
High Liner Foods Inc.
Nothing fishy about High Liner’s latest $55M deal
Eli Rodney
RB Global Inc.
TSX composite index changes to drive $200M to RB Global
Eli Rodney
Pet Valu Holdings Ltd.
Pet Valu gets the monkey off its back with last Roark Capital secondary
Eli Rodney
Vermilion Energy Inc.
Vermilion sells >$500M of assets to reduce leverage & complexity
Eli Rodney
Trade
Tariffs push balance of trade to a record $7B deficit
Eli Rodney
Algonquin Power & Utilities Corp.
Algonquin runs on positive investor update, still some upside
Eli Rodney
CAE Inc.+1 more
CAE's new CEO brings decades of U.S. defense experience
Eli Rodney
GDP
GDP tops estimates, but cracks start to form beneath the surface
Eli Rodney
Trade+1 more
Steel & aluminum tariffs set to hit 50% as Trump ups the ante
Eli Rodney
Banks+7 more
Banks post a mostly positive Q2, but caution in the sector is rising
Eli Rodney
Politics+5 more
Subscribers
If Big Beautiful Bill dividend taxes come, where would pension capital go?
Eli Rodney
InterRent REIT+3 more
Insider-led InterRent buyout lifts residential REITs
Eli Rodney
Definity Financial Corp.+2 more
Definity puts dry powder to work in $3.3B deal
Eli Rodney
Politics
Big beautiful bill, big ugly tax implications for Canadians
Eli Rodney
Nuclear Energy+3 more
Trump's nuclear orders boost uranium miners, engineering firms
Eli Rodney
Retail Sales+1 more
Retail sales skewed by auto pull-forward ahead of tariffs
Eli Rodney
Housing+3 more
New home prices drop most in >10 years, regional tides are turning
Eli Rodney
Strathcona Resources Ltd.+1 more
Subscribers
Strathcona takes aim at MEG Energy with a well-executed strategy
Eli Rodney
Inflation
CPI: energy costs drive divergence between headline and core measures
Eli Rodney
Residential Real Estate+6 more
Subscribers
Residential real estate recap: time for a rotation out of Alberta?
Eli Rodney
Housing
Building permits and housing starts show a rebound in multi-unit
Eli Rodney
Power Corporation of Canada+1 more
Robinhood steps on Wealthsimple’s turf with $250M crypto acquisition
Eli Rodney
Pan American Silver Corp.+4 more
Pan American may have just spent $2.1B at the perfect time
Eli Rodney
Algonquin Power & Utilities Corp.
Subscribers
Algonquin's 30% YTD jump is a lesson in market psychology
Eli Rodney
Labour
Labour market deterioration continues ahead of U.S. negotiations
Eli Rodney
Energy+3 more
Subscribers
The Canadian oil patch is heading into this downturn on better footing
Eli Rodney
Parkland Corp.
The Parkland drama continues: will takeout offer end this story?
Eli Rodney
Aerospace & Defense
U.S. budget favours defense: time to think about a rotation to services?
Eli Rodney
Aerospace & Defense+5 more
Subscribers
Which companies have a stake in the Canadian military?
Eli & Buddy
Politics+4 more
Which companies are uniquely positioned for a minority government?
Eli Rodney
Real Estate+14 more
Subscribers
Deconstructing the affordable housing value chain
Eli Rodney
Metals & Mining+6 more
Which companies could see a windfall from a mining boom?
Eli Rodney
Waste Management+2 more
Are waste management stocks still a good place to hide?
Buddy Barker
Politics+6 more
Subscribers
Political platform comparison: real estate, energy, and defense
Eli Rodney
Insider Activity
Insider activity chart dump: who's buying & selling in the TSX 60?
Eli Rodney
Inflation
CPI: fuel costs offset food inflation to drive softer inflation reading
Eli Rodney
Insider Activity+1 more
What insiders are buying so far in 2025?
Eli Rodney
Banks+7 more
U.S. bank results: a sign of things to come for the Big-6
Eli Rodney
Air Canada
Subscribers
Air Canada facing turbulence: will tariffs make the snowbird extinct?
Buddy Barker
Housing
Building permits beat expectations, could "Build Canada" keep it going?
Eli Rodney
Volatility
A bird's eye view of the 4th worst YTD performance on record
Buddy Barker
Trade
As the market sell-off deepens, is it time to be contrarian?
Eli Rodney
Labour
Jobs data: no positive movement on the labour front
Eli Rodney
Trade
Liberation Day: the path forward is unclear, all we can do is watch
Buddy & Eli
Trade
Trade data highlights tariff-slowdown
Eli Rodney
Housing+12 more
Carney's housing plan: which companies are in play?
Eli Rodney
Technology+16 more
Subscribers
Tech recap: in-line growth with strong margins, outlook stable
Buddy & Eli
Industrials+11 more
Auto tariffs: when, how much, what's the impact?
Buddy & Eli
Independent Power Producers+7 more
Subscribers
Power producers recap: soft quarter, but lots to look forward to
Buddy Barker
Food & Staples Retailing+11 more
Subscribers
Food staples recap: is "Buy Canada" having an impact?
Eli Rodney
Shopify Inc.
Subscribers
SHOP is expensive, but you get what you pay for
Buddy & Eli
Inflation
Slicing and dicing the hot CPI print
Eli Rodney
Real Estate+19 more
Subscribers
Real estate recap: what happened and what's coming?
Eli Rodney
M&A+1 more
Canada's for sale: unlocking hidden value before it's too late
Buddy & Eli
Artificial Intelligence+7 more
Subscribers
What happened to the data center trade?
Buddy Barker
Retail Real Estate+2 more
Subscribers
Hudson's Bay Company: A Cautiona-Retail
Eli Rodney
Parkland Corp.
Subscribers
Is Parkland the next major take-out candidate?
Buddy Barker
Labour
U.S. jobs cuts send market lower, tomorrow's data will add context
Eli Rodney
Trade
Subscribers
Trade war: a framework for thinking about the volatile road ahead
Eli Rodney
GDP
Subscribers
With growth concerns mounting, is it time to think about duration?
Eli Rodney
Banks+7 more
Subscribers
Banks post beats across the board, but the outlook is more nuanced
Eli Rodney