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jciconsult.bsky.social
A consulting economist for over 50 years with a love of data analysis.
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@ianhanomansing.bsky.social I thought you did a professional job. I am not sure about the criteria used to filter callers.

submitted 23 hours ago • 0 comments

#net-income #enterprise #profits #2024-q4 – Net Income to sales in the non-financial sector continued to move at steady pace (p1). The Daily noted that increased sales at auto assembly plants helped the aggregate. The detailed charts shows that oil and gas extraction returns are doing nicely (p1).

submitted 3 days ago • 1 comment

@ianhanomansing.bsky.social I am very unhappy that the idea would even be considered.

submitted 4 days ago • 0 comments

#milk My latest substack shows that the price of fluid milk relative to its US counterpart. The results show that prices are comparable in comparable markets and that the Canadian supply management system provides stability to the producer, reasonable prices and high quality to the consumer.

submitted 6 days ago • 1 comment

An Eggy Tale - a substack Supply management and good husbandry (biosecurity) have virtues Paul Jacobson Feb 06, 2025 pauljacobson.substack.com/p/an-eggy-tale

submitted 9 days ago • 0 comments

#cpi #canada #provinces #2025-01 – The annual increase in the CPI was 1.9% in January and 1.8% in December. Even though rent and food costs are important, off-premises food is treated as a service. Key chart 6 shows that restaurant prices were down 12% (y/y). www.linkedin.com/posts/paul-j...

submitted 9 days ago • 1 comment

Must read 🧵

submitted 11 days ago • 12 comments

Some Sunday snow clearing observances. Echoing the late great cartoonist Ben Wicks, who first suggested it in a PSA: BE NICE CLEAR YOUR ICE” youtu.be/2bqtA7HH61o

submitted 11 days ago • 4 comments

Axis in a nut shell: “Mr. Putin has cast his invasion of Ukraine as a broader battle against the West and the woke values he portrays as anathema, some of the same arguments Mr. Trump and Europe’s extreme-right leaders have made to wrest power in their own countries.” www.nytimes.com/2025/02/16/w...

submitted 11 days ago • 1 comment

#lfs #employment #wages #canada #provinces #2025-1 – Employment continues to advance with strong gains in ON, NB, QC, and BC (key page 1 -kp1). The full-employment chart (kp2) shows gains concentrated in ON and BC with losses in QC and AB.

submitted 20 days ago • 1 comment

#merchanise #exports #imports #2024-12 – The flip in the nominal trade balance from a deficit of $986 million to a surplus of $708 million is largely attributable to prices (including the C$ depreciation of 1.3 cents against the US) but not just in energy volumes expanded by 2.4% on the month

submitted 22 days ago • 2 comments

#gdp #canada #202411 – The top left chart tells the tale, a drop of -0.2%. Special factors and monetary tightness have an impact. Usually, business services is stalling The index decomposition (top right) shows that services growth has flattened.

submitted 27 days ago • 1 comment

#cpi #inflation #canada #provinces #202412 – With the midmonth introduction of the HST holiday, a a lower annual rate was not surprising. The big drops in out-of-home food (bottom right services chart) were a big mover. www.jacobsonconsulting.com/jci_site/ind...

submitted 37 days ago • 1 comment

Under a watchful eye… #trumpinauguration

submitted 38 days ago • 7 comments

#LFS #Canada #provinces #202412 #employment – The importance of the public sector is emphasized by its contribution to employment growth (+0.9%). Education was key in the seasonally adjusted data because of its size, with December growth of 1.1% topping the 0.8% in November (bottom right chart).

submitted 48 days ago • 1 comment

#LFS #Canada #provinces #202412 #employment – The importance of the public sector is emphasized by its contribution to employment growth (+0.9%). Education was key in the seasonally adjusted data because of its size, with December growth of 1.1% topping the 0.8% in November (bottom right chart).

submitted 48 days ago • 1 comment

#merchandise #exports #imports #canada #202411 –Trump has an obsession with nominal balances. The bottom left chart shows that the nominal goods trade across all countries is roughly in balance. (Note Daily CARM comments). The US split out shows that exports exceed imports.

submitted 51 days ago • 2 comments

submitted 66 days ago • 3 comments

#gdp #202410 #canada – GDP rose 0.3% (chained) in Oct. The contribution of business goods production (0.19 points) (top left) to the aggregate 0.26 (Laspeyres) estimate exceeded the gain from business services of only 0.06 points. Energy provided 0.16 points, mostly from oil and gas.

submitted 66 days ago • 1 comment

#payroll #employment #wages #seoh #canada #provincies #2410 – Aggregate payroll employment declined in October (-0.1%). In the larger provinces, ON shows the obvious softness (p36). ). The hours index charts in the top row show the general weakness. Downturns in BC and ON are particularly marked.

submitted 70 days ago • 1 comment

It’s out! Proud to share the final report for All In: Pathways to Economic and Financial Inclusion for Canada, a project I worked on with the Public Policy Forum team. With a federal election ahead, let’s use bold policies to build prosperity for all! shorturl.at/Aerzj

submitted 72 days ago • 0 comments

A new FES discovery for me with the benefit of more time to read: 🧵 There are measures to get CRA to make more progress on tax-agency reconciliation (aka "automatic tax-filing"). This has been a big focus of my work along w/ Saul Schwartz & @agenestgregoire.bsky.social. 1/n #cdnpoli #cdnecon

submitted 72 days ago • 1 comment

#cpi #canada #provinces #24-11 #inflation – Annual price change is stable (row 2 right). The impact of lower mortgage costs is seen in the shelter estimate . Just taking out MIC, the rate of price change drops from 1.4% to 1.3%. The CPI aggregate was unchanged for the month (row 2 right).

submitted 72 days ago • 1 comment