MBP Intelligence

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

Carney’s Davos Speech, the Quebec City Values Pitch, and What to Watch as Parliament Returns The MBP Intelligence Briefing delivers exclusive, insider insight into the policies, decisions, and dynamics shaping Canada’s political and economic landscape. Hosted by Ben Woodfinden, Director of MBP Intelligence and Senior Advisor at Meredith

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.

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:

Canada’s China EV Quota Deal, Quebec’s Leadership Reset, and Life Inside Federal Politics The MBP Intelligence Briefing delivers exclusive, insider insight into the policies, decisions, and dynamics shaping Canada’s political and economic landscape. Hosted by Ben Woodfinden, Director of MBP Intelligence and Senior Advisor at Meredith Boessenkool

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

Venezuela, Hemispheric Dominance, and What It Means for Canada with Rory Johnston In this first of 2026 episode, Ben Woodfinden, Tyler Meredith, and Shannon Phillips are joined by Rory Johnston of Commodity Context, University of Toronto’s Munk School, and host of The Oil Ground Up Podcast to unpack the