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PodcastThoughts on the MarketOctober 5, 2026

Canada’s Next Growth Phase

Morgan Stanley sees Canada's potential growth rising from ~1.5% toward 2% by the 2030s via capital deepening and demographic tailwinds.

  • Potential growth upgrade: Morgan Stanley estimates Canada's potential growth rate could rise from ~1.5% today to ~1.75% over the next 3-4 years, reaching close to 2% entering the 2030s.
  • Growth model shift: The economy is seen pivoting from export-led growth toward capital deepening and technological diffusion driven by domestic investment build-out.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.