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MBP Intelligence

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What to Expect As Parliament Returns

As the House of Commons returns this week, MBP Intelligence offers some digestible thoughts on what to watch for. We do this whenever the House returns after a break, because every mini session has different dynamics at play and in a minority Parliament like this one, there is less predictability

MEREDITH: For a government looking for more savings there is an idea sitting in our own wallet – the Exchange Fund Account

Better management of Canada’s foreign reserves could generate billions in additional revenue while maintaining full liquidity and security requirements. KEY TAKEAWAYS * Canada’s $130 billion Exchange Fund Account underperformed simple passive benchmarks by $6+ billion USD (2022-2025), representing a significant opportunity cost in a higher interest rate environment.

MBP Intelligence Exclusive Polling: Western Canada is Ready to Build

Building on last week’s analysis, this week MBP Intelligence further breaks down exclusive polling done by Pollara Strategic Insights that show a notable shift in Western Canadian attitudes toward Ottawa, one driven less by ideology than by tangible federal action on economic files.  The data reveals three critical dynamics:

MBP Intelligence Risk Forecast 2026

We’re barely two weeks into 2026, and already the year has delivered destabilizing shocks that signal what lies ahead. If the last few weeks are any indication, 2026 will be defined by heightened risk and persistent instability across the geopolitical, economic and policy landscape. MBP Intelligence has put together

MBP Exclusive Polling: Separatism in Alberta

Polling provided to MBP Intelligence by Pollara in very late December 2025 covered separatist sentiment, pipelines, perceptions of fair/unfair treatment by Ottawa, the Memorandum of Understanding, the Major Projects Office in BC, AB, SK and MB.   MBP Intelligence also commissioned exclusive questions on perceptions of deficit spending in Manitoba,

BOESSENKOOL: Venezuela shows once again, we must hope for the best and plan for the worst

Time will tell on what plays out in Venezuela, but the implications for Canada are clear - prepare for the worst case scenario and hope for the best case.  Key Takeaways:  * Canada should prepare for potential US replacement of Canadian heavy oil with Venezuelan oil following the removal of Maduro, as

BOESSENKOOL: Rollout of the MOU will be challenging, and a story to watch in 2026

The signing of the MOU was just the beginning of a complicated series of negotiations with rapidly approaching deadlines – how these negotiations play out will be a defining story next year Key takeaways:  * The MOU sets a stringent timeline for crucial climate agreements, including carbon pricing and methane equivalency, both

Looking back on 2025, and what we're watching for in 2026

As we approach Christmas, MBP Intelligence has gathered some reflections on an eventful 2025, and some early thoughts looking towards 2026. A programming note: MBP Intelligence will be taking a short break over Christmas, and returning the week of January 5th. You'll still get our Thursday essay and

MEREDITH: Meet Canada’s new tech regulator – Marc Miller

While much punditry has focused on Steven Guilbeault's departure, what has been less discussed is how Marc Miller's return to Cabinet establishes him as Canada's central tech regulator, unifying fragmented digital policy efforts to confront complex online challenges.  Key Points: * A recent cabinet shuffle

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