MBP Intelligence

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. * Outsourcing

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

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,

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,