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Firms’ inflation expectations and price-setting behaviour in Canada: Evidence from a business survey

Staff analytical note 2023-3 Ramisha Asghar, James Fudurich, Jane Voll
Canadian firms’ expectations for high inflation may be influencing their price setting, supporting strong price growth and delays in the transmission of monetary policy. Using data from the Business Outlook Survey, we investigate the reasons behind widespread price growth seen in Canada in 2021 and early 2022.
February 23, 2012

Bank of Canada Review - Winter 2011-2012

This special issue, “Household Finances and Financial Stability,” examines recent Bank of Canada research into two interrelated facts: the steady increase in Canadian household indebtedness in recent decades, and the upward trend in real house prices in Canada since 2000. Rising house prices could lead to the accumulation of debt, and abrupt movements in either factor can influence the financial health of households, which are a central part of Canada’s economy.
May 22, 2003

Inflation Targeting and Medium-Term Planning: Some Simple Rules of Thumb

Inflation targeting, a stable macroeconomic environment, and an average growth rate for potential output that is not expected to vary much in the next several years all help households, businesses, and governments in their medium-term economic and financial planning. Several simple rules of thumb can be usefully employed in this planning. Specifically, inflation targeting has maintained most major measures of inflation quite close to the target midpoint on average over a number of years. Combined with a clear fiscal framework, this has contributed to a more stable macroeconomic environment in which output varies less around its potential level. Potential output growth is expected to average around 3 per cent over the next several years. In light of these factors and historical relationships, labour income, profits, and consumer spending will likely grow, on average, by about 5 per cent over the medium term. Real and nominal long-term interest rates should also continue to be stable, with real 30-year yields varying around 3.5 or 4.0 per cent, and nominal yields varying around 5.5 or 6.0 per cent.

Markets Look Beyond the Headline

Staff analytical note 2018-37 Bruno Feunou, James Kyeong, Raisa Leiderman
Many reports and analyses interpret the release of new economic data based on the headline surprise—for instance, total inflation, real GDP growth and the unemployment rate. However, we find that headline news alone cannot adequately explain the responses of market prices to new information. Rather, market prices react more strongly, on average, to non-headline news such as the composition of GDP growth, quality of jobs created and revisions to past data. Thus, tracking the impact of non-headline information released on the news day is crucial in analyzing how markets interpret and react to new economic data.
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