🇨🇦 Happy Canada Day! 🇨🇦 youtu.be/2U8t0by4tfw?is=5_qI…

I'm looking forward to joining Invest Canada '26 today to share some insights on the macro conditions for investment in Canada. Join us at 9:20am Atlantic Time (8:20am EDT) at the main stage or online. #IC26 conference.cvca.ca/

The RBC focus on FDI also elides over Canada's net capital & financial account surpluses (i.e., net inflows) from 2008 to 2020. theglobeandmail.com/business…

A 10% cap on credit card interest rates sounds like instant relief for US consumers. It risks becoming a negative shock to credit access. When you cap rates in a high-risk market, you do not eliminate risk. You reallocate it through tighter underwriting, lower limits, and fewer approvals for the households already under the most strain. I spoke with Sheryl Estrada for @FortuneMagazine. fortune.com/2026/01/16/why-p…

One 2025 AI surprise: the scale of data-centre investment and how much it is showing up in U.S. growth, with potential to crowd out other capital spending. My contribution in @Columbia_Biz's Digital Future faculty roundup by @JonSperling: business.columbia.edu/insigh…

In @jason_kirby’s 2026 Charts for The @globeandmail, I look at how Ottawa’s push to increase investment inevitably means that Canada will see larger capital inflows and bigger trade deficits in the years ahead—and that’s a good thing! theglobeandmail.com/business…

I was featured in @Columbia_Biz's Digital Future series by Jonathan Sperling on how AI is reshaping academic research. For me, generative AI has become a practical partner in early-stage thinking — helping frame ideas and map the intellectual landscape before the hard work begins. business.columbia.edu/insigh…

In @CNBC, I spoke with @jdickler about what another Fed rate cut could mean for household borrowing. A small move from the Fed won't help everyone: variable-rate debt may ease a bit, but rates on longer-term loans like mortgages depend on bond-market yields and inflation. cnbc.com/2025/12/08/what-ano…

Tariff swings are forcing retailers to rethink sourcing in real time. I spoke with Maithili Shenoy at @Columbia_Biz about how resilience and smarter planning are reshaping global supply chains. Full piece by Katie Gilbert: business.columbia.edu/insigh…

New York’s new mayor is promising sweeping reforms — from rent freezes to expanded child care. In Life with Mamdani from @Columbia_Biz, I noted the new child care plans could improve access for families, but the full economic cost isn’t yet clear. youtube.com/watch?v=D8kprQhF…