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2133 Results

What Can Stockouts Tell Us About Inflation? Evidence from Online Micro Data

Staff working paper 2021-52 Alberto Cavallo, Oleksiy Kryvtsov
Did supply disruptions and cost pressures play a role in rising inflation in 2020 during the COVID-19 pandemic? Using data collected from websites of large retailers in multiple sectors and countries, we show that shortages may indicate transitory inflationary pressures.
February 5, 2026

Structural change—Canada at a crossroads

Remarks Tiff Macklem Empire Club of Canada Toronto, Ontario
Governor Tiff Macklem discusses how structural change—driven by U.S. protectionism, AI, and slowing population growth—is reshaping Canada’s economy. He outlines the Bank’s role in maintaining low and stable inflation while helping the economy through the transition.

Wage Growth in Canada and the United States: Factors Behind Recent Weakness

This note examines the relatively subdued pace of wage growth in Canada since the commodity price decline in 2014 and assesses whether the weakness is attributable to cyclical (e.g., labour market slack) or structural factors (e.g., resource reallocation and demographic change).

The Impact of Mortgage Interest Costs on Rental Inflation Amid Population Growth

Staff analytical paper 2026-14 Amina Enkhbold, Serdar Kabaca
This note finds evidence of a positive and nonlinear relationship between mortgage interest costs (MIC) and rental inflation: the impact of MIC on rents is small when population growth is near its historical norm, but significantly stronger during periods of rapid population growth.

Do Canadian Broker-Dealers Act as Agents or Principals in Bond Trading?

Staff analytical note 2017-11 Daniel Hyun, Jesse Johal, Corey Garriott
Technology, risk tolerance and regulation may influence dealers to reduce their trading as principals (using their own balance sheets for sales and purchases of securities) in favour of agency trading (matching client trades).

Immigration and Provision of Public Goods: Evidence at the Local Level in the U.S.

Staff working paper 2023-57 Anna Maria Mayda, Mine Z. Senses, Walter Steingress
Using U.S. county-level data from 1990 to 2010, we study the causal impact of immigration on the provision of local public goods. We uncover substantial heterogeneity across immigrants with different skills and immigrants of different generations, which leads to unequal fiscal effects across U.S. counties.
October 3, 2023

Understanding the unusual: How firms set prices during periods of high inflation

Remarks Nicolas Vincent Chamber of Commerce of Metropolitan Montreal Montréal, Quebec
Deputy Governor Nicolas Vincent discusses how firms set their prices and how pricing behaviour changed in our recent environment of high inflation.
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