Tyler Meredith
@tylermeredith.bsky.social
Current: http://www.mbpolicy.com Past: head of fiscal + econ policy for 🇨🇦’s PM & Ministers of Finance @JustinTrudeau, @cafreeland & @bill_morneau (2016-22) #cdnpoli
December 25, 2025 at 1:23 AM
We’ve not fully considered the impact that US long yields will have in 2026 as the Fed Chair transitions and markets assess independent.
US inflation is only marginally lower than a year ago.
Long duration bonds have resisted the drop in rates at the other ends of the curve.
US inflation is only marginally lower than a year ago.
Long duration bonds have resisted the drop in rates at the other ends of the curve.
December 22, 2025 at 2:10 PM
We’ve not fully considered the impact that US long yields will have in 2026 as the Fed Chair transitions and markets assess independent.
US inflation is only marginally lower than a year ago.
Long duration bonds have resisted the drop in rates at the other ends of the curve.
US inflation is only marginally lower than a year ago.
Long duration bonds have resisted the drop in rates at the other ends of the curve.
Reposted by Tyler Meredith
We’ve made our latest MBP Intelligence (my day job!) podcast free - a 2025 wrap up unlike any other.
Check it out:
Apple: lnkd.in/e5Bcd8GF
Spotify: lnkd.in/ewMm_JwY
Check it out:
Apple: lnkd.in/e5Bcd8GF
Spotify: lnkd.in/ewMm_JwY
December 20, 2025 at 7:35 PM
We’ve made our latest MBP Intelligence (my day job!) podcast free - a 2025 wrap up unlike any other.
Check it out:
Apple: lnkd.in/e5Bcd8GF
Spotify: lnkd.in/ewMm_JwY
Check it out:
Apple: lnkd.in/e5Bcd8GF
Spotify: lnkd.in/ewMm_JwY
🎁 FREE full episode.
You’ll get a lot of podcasts looking at the political stories of 2025.
That’s been done.
Here’s a wide ranging analysis of major POLICY wins and misses. And what to expect next year.
From defence to health to dem reform to transit. And in between.
Happy holidays
#cdnpoli
You’ll get a lot of podcasts looking at the political stories of 2025.
That’s been done.
Here’s a wide ranging analysis of major POLICY wins and misses. And what to expect next year.
From defence to health to dem reform to transit. And in between.
Happy holidays
#cdnpoli
December 20, 2025 at 5:23 PM
🎁 FREE full episode.
You’ll get a lot of podcasts looking at the political stories of 2025.
That’s been done.
Here’s a wide ranging analysis of major POLICY wins and misses. And what to expect next year.
From defence to health to dem reform to transit. And in between.
Happy holidays
#cdnpoli
You’ll get a lot of podcasts looking at the political stories of 2025.
That’s been done.
Here’s a wide ranging analysis of major POLICY wins and misses. And what to expect next year.
From defence to health to dem reform to transit. And in between.
Happy holidays
#cdnpoli
Reposted by Tyler Meredith
For 4 years the MSM and economists have been predicting doom and gloom. Year after year, Canada beats expectations
December 16, 2025 at 9:13 PM
For 4 years the MSM and economists have been predicting doom and gloom. Year after year, Canada beats expectations
Canadian economic data has been on a strong finish to 2025, far surpassing expectations at the start of year.
It’s a surprisingly long list of good news.
But the volatility will continue in 2026. I unpack how to think of this in latest MBPI.
www.mbpintelligence.com/blog/looking...
#cdnpoli
It’s a surprisingly long list of good news.
But the volatility will continue in 2026. I unpack how to think of this in latest MBPI.
www.mbpintelligence.com/blog/looking...
#cdnpoli
December 16, 2025 at 7:30 PM
Canadian economic data has been on a strong finish to 2025, far surpassing expectations at the start of year.
It’s a surprisingly long list of good news.
But the volatility will continue in 2026. I unpack how to think of this in latest MBPI.
www.mbpintelligence.com/blog/looking...
#cdnpoli
It’s a surprisingly long list of good news.
But the volatility will continue in 2026. I unpack how to think of this in latest MBPI.
www.mbpintelligence.com/blog/looking...
#cdnpoli
Reposted by Tyler Meredith
I’m an unrepentant Liberal 🙃
December 9, 2025 at 2:37 PM
I’m an unrepentant Liberal 🙃
BREAKING: Parliamentary Budget Officer formally walk back his incendiary a way over the top comments about a budget he hadn’t even seen.
A good move. Long overdue.
But is also very weird to hear him describe himself as an “unrepentant neoliberal”
www.bloomberg.com/news/article...
#cdnpoli
A good move. Long overdue.
But is also very weird to hear him describe himself as an “unrepentant neoliberal”
www.bloomberg.com/news/article...
#cdnpoli
Budget Watchdog Regrets Calling Canada’s Fiscal Position ‘Stupefying’
Canada’s budget watchdog is walking back his most charged criticisms of Mark Carney‘s fiscal policy, but says the government’s decision to drop its debt-to-GDP guideline is a major shift that warrants...
www.bloomberg.com
December 9, 2025 at 2:15 PM
BREAKING: Parliamentary Budget Officer formally walk back his incendiary a way over the top comments about a budget he hadn’t even seen.
A good move. Long overdue.
But is also very weird to hear him describe himself as an “unrepentant neoliberal”
www.bloomberg.com/news/article...
#cdnpoli
A good move. Long overdue.
But is also very weird to hear him describe himself as an “unrepentant neoliberal”
www.bloomberg.com/news/article...
#cdnpoli
4-letter agency that matters a hell of a lot but you’ve never heard of: CDEV.
And it’s getting a major overhaul in law.
I unpack the big implications for what this means to how Ottawa builds, negotiates and engages in industrial policy.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
And it’s getting a major overhaul in law.
I unpack the big implications for what this means to how Ottawa builds, negotiates and engages in industrial policy.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
MEREDITH: The Most Important Government Agency You’ve Never Heard Of Is Changing
The Canada Development Investment Corporation is becoming a Crown Corporation, and the way it operates is going to change. This matters for companies and financial negotiations with the federal govern...
www.mbpintelligence.com
November 28, 2025 at 1:14 PM
4-letter agency that matters a hell of a lot but you’ve never heard of: CDEV.
And it’s getting a major overhaul in law.
I unpack the big implications for what this means to how Ottawa builds, negotiates and engages in industrial policy.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
And it’s getting a major overhaul in law.
I unpack the big implications for what this means to how Ottawa builds, negotiates and engages in industrial policy.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
Reposted by Tyler Meredith
MGT has seen her networth jump from $700k to $25 million since joining Congress in 2021. And she served juuust long enough to get a lifetime tax payer-funded pension.
She got the joke.
www.theatlantic.com/ideas/2025/1...
She got the joke.
www.theatlantic.com/ideas/2025/1...
Marjorie Taylor Greene Came So Close to Getting the Joke
What the Georgia representative learned in Washington
www.theatlantic.com
November 26, 2025 at 3:29 PM
MGT has seen her networth jump from $700k to $25 million since joining Congress in 2021. And she served juuust long enough to get a lifetime tax payer-funded pension.
She got the joke.
www.theatlantic.com/ideas/2025/1...
She got the joke.
www.theatlantic.com/ideas/2025/1...
Reposted by Tyler Meredith
Top of the list for govt transparency.
🇨🇦 ranked as the 2nd most attractive play in the world for foreign direct investment, according to Kearney.
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
November 25, 2025 at 4:48 PM
Top of the list for govt transparency.
🇨🇦 ranked as the 2nd most attractive play in the world for foreign direct investment, according to Kearney.
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
November 25, 2025 at 4:36 PM
🇨🇦 ranked as the 2nd most attractive play in the world for foreign direct investment, according to Kearney.
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
FOR THE THIRD YEAR IN A ROW
Latest Carney govt infra plan seen as boosting outlook for investment.
www.kearney.com/service/glob...
#cdnpoli
Here is @kevincarmichael.bsky.social on the PBO
“Jacques is good at attracting attention. His tendency for alarmism helps….The PBO now says federal debt is on a sustainable track…. Things change. A criterion for leadership positions ought to be keeping up.”
#cdnpoli
thelogic.co/commentary/k...
“Jacques is good at attracting attention. His tendency for alarmism helps….The PBO now says federal debt is on a sustainable track…. Things change. A criterion for leadership positions ought to be keeping up.”
#cdnpoli
thelogic.co/commentary/k...
Carmichael: The budget watchdog’s bark is worse than the debt trap’s bite - The Logic
This crisis is radically different from the one Canada faced in the 1990s, but you wouldn’t know it from listening to the parliamentary budget officer
thelogic.co
November 22, 2025 at 2:58 PM
Here is @kevincarmichael.bsky.social on the PBO
“Jacques is good at attracting attention. His tendency for alarmism helps….The PBO now says federal debt is on a sustainable track…. Things change. A criterion for leadership positions ought to be keeping up.”
#cdnpoli
thelogic.co/commentary/k...
“Jacques is good at attracting attention. His tendency for alarmism helps….The PBO now says federal debt is on a sustainable track…. Things change. A criterion for leadership positions ought to be keeping up.”
#cdnpoli
thelogic.co/commentary/k...
Reposted by Tyler Meredith
Fox News credulously reports that "the Saudis now say their investment pledge in the US will be increased to $1 trillion." THE ENTIRE GDP OF SAUDI ARABIA IS $1.1 TRILLION, so this is total nonsense.
November 18, 2025 at 7:21 PM
Fox News credulously reports that "the Saudis now say their investment pledge in the US will be increased to $1 trillion." THE ENTIRE GDP OF SAUDI ARABIA IS $1.1 TRILLION, so this is total nonsense.
Prediction markets have been wildly wrong in the past - but they do hold some value as a source of information.
Current expectations for a #cdnpoli election being triggered this year: 6%.
The spike in October was right around when Fred DeLorey published his infamous piece :)
Current expectations for a #cdnpoli election being triggered this year: 6%.
The spike in October was right around when Fred DeLorey published his infamous piece :)
November 17, 2025 at 2:39 PM
Prediction markets have been wildly wrong in the past - but they do hold some value as a source of information.
Current expectations for a #cdnpoli election being triggered this year: 6%.
The spike in October was right around when Fred DeLorey published his infamous piece :)
Current expectations for a #cdnpoli election being triggered this year: 6%.
The spike in October was right around when Fred DeLorey published his infamous piece :)
Reposted by Tyler Meredith
This seems important.
Buried in yesterday’s PBO report on #Budget2025
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
November 15, 2025 at 9:06 PM
This seems important.
Reposted by Tyler Meredith
What’s odd to me is that people (specially this PBO who should know better), seem to forget why we do care about our credit rating and debt-to-GDP ratio and all: To have room for maneuver in the face of crisis! Like today!!!
As he says in his letter: Future challenges! We ARE facing one!
As he says in his letter: Future challenges! We ARE facing one!
November 15, 2025 at 7:19 PM
What’s odd to me is that people (specially this PBO who should know better), seem to forget why we do care about our credit rating and debt-to-GDP ratio and all: To have room for maneuver in the face of crisis! Like today!!!
As he says in his letter: Future challenges! We ARE facing one!
As he says in his letter: Future challenges! We ARE facing one!
Buried in yesterday’s PBO report on #Budget2025
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
November 15, 2025 at 6:51 PM
Buried in yesterday’s PBO report on #Budget2025
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
An admission from Jason Jacques that his past commentary about Canada’s finances being unsustainable
WAS WRONG
“current fiscal policy in Budget 2025 would be deemed sustainable”
The more you know.
#cdnpoli
Reposted by Tyler Meredith
Our polling www.mbpintelligence.com/blog/mbp-exc...
Our analysis www.mbpintelligence.com/blog/meredit...
Our pod on major projects www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
Our analysis www.mbpintelligence.com/blog/meredit...
Our pod on major projects www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
MBP Exclusive Polling - Speed v Impact: What Canadians Want for Projects of National Interest
MBP Intelligence and Pollara asked Canadians how they feel about projects of national interest, and the results should surprise everyone, regardless of partisan stripe.
National projects are all the ...
www.mbpintelligence.com
November 15, 2025 at 5:25 PM
Our polling www.mbpintelligence.com/blog/mbp-exc...
Our analysis www.mbpintelligence.com/blog/meredit...
Our pod on major projects www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
Our analysis www.mbpintelligence.com/blog/meredit...
Our pod on major projects www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
Reposted by Tyler Meredith
As mentioned in this week’s MBP Intelligence pod, there’s an interesting amendment to C-5 buried in #Budget2025.
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
November 15, 2025 at 5:25 PM
As mentioned in this week’s MBP Intelligence pod, there’s an interesting amendment to C-5 buried in #Budget2025.
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
As mentioned in this week’s MBP Intelligence pod, there’s an interesting amendment to C-5 buried in #Budget2025.
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
November 15, 2025 at 5:25 PM
As mentioned in this week’s MBP Intelligence pod, there’s an interesting amendment to C-5 buried in #Budget2025.
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
To make clear how projects support 🇨🇦s climate goals.
It reinforces & aligns with the public’s expectation that we not only build faster - but build right.
Links below
#cdnpoli #abpoli
🎙️🎧 MBP Intelligence Ep 7
This week we look at how C-5 and Major Projects Office is turning out unexpected.
Not just faster process but a concierge service.
And the policy implications of D’Entremont crossing (there are some)
www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
This week we look at how C-5 and Major Projects Office is turning out unexpected.
Not just faster process but a concierge service.
And the policy implications of D’Entremont crossing (there are some)
www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
MBP Ep 7: MBP Intelligence Roundtable (Free Version)
National Projects, Pipelines and a Precarious Parliament
Listen on Apple, Spotify and Amazon Music.
In this episode Ben Woodfinden is joined by Ken Boessenkool and Tyler Meredith to discuss:
* The...
www.mbpintelligence.com
November 15, 2025 at 4:49 PM
🎙️🎧 MBP Intelligence Ep 7
This week we look at how C-5 and Major Projects Office is turning out unexpected.
Not just faster process but a concierge service.
And the policy implications of D’Entremont crossing (there are some)
www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
This week we look at how C-5 and Major Projects Office is turning out unexpected.
Not just faster process but a concierge service.
And the policy implications of D’Entremont crossing (there are some)
www.mbpintelligence.com/blog/mbp-ep-...
#cdnpoli #abpoli #bcpoli
Very sad to see this news of the passing of Tom Courchene.
Tom was a professor, a mentor, partial thesis supervisor and the intellectual coach who helped me get my big break into the think tank world.
One of 🇨🇦’s most prolific & cross cutting thinkers.
cdhowe.org/publication/...
Tom was a professor, a mentor, partial thesis supervisor and the intellectual coach who helped me get my big break into the think tank world.
One of 🇨🇦’s most prolific & cross cutting thinkers.
cdhowe.org/publication/...
In Memoriam: Tom Courchene – C.D. Howe Institute
November 14, 2025 – The C.D. Howe Institute and its staff mourn the passing of influential Canadian economist and professor, Dr. Tom Courchene. A Senior Fellow with the C.D. Howe Institute from 1980 t...
cdhowe.org
November 14, 2025 at 9:57 PM
Very sad to see this news of the passing of Tom Courchene.
Tom was a professor, a mentor, partial thesis supervisor and the intellectual coach who helped me get my big break into the think tank world.
One of 🇨🇦’s most prolific & cross cutting thinkers.
cdhowe.org/publication/...
Tom was a professor, a mentor, partial thesis supervisor and the intellectual coach who helped me get my big break into the think tank world.
One of 🇨🇦’s most prolific & cross cutting thinkers.
cdhowe.org/publication/...
It’s a time to build yet only 13% are willing to cut corners to build.
The vast vast majority are persuadable. They want both urgency and integrity in what’s built and how.
It’s a time to persuade.
Learn more in this essay based on our polling.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
The vast vast majority are persuadable. They want both urgency and integrity in what’s built and how.
It’s a time to persuade.
Learn more in this essay based on our polling.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
MEREDITH: It’s a Time To Build AND Persuade
In exclusive MBP Intelligence polling done with Pollara, we found that the vast majority of Canadians still need persuading on national interest projects
Key Points:
* Most Canadians do not fall i...
www.mbpintelligence.com
November 13, 2025 at 6:53 PM
It’s a time to build yet only 13% are willing to cut corners to build.
The vast vast majority are persuadable. They want both urgency and integrity in what’s built and how.
It’s a time to persuade.
Learn more in this essay based on our polling.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
The vast vast majority are persuadable. They want both urgency and integrity in what’s built and how.
It’s a time to persuade.
Learn more in this essay based on our polling.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
Reposted by Tyler Meredith
The story I have received the most interview requests for in 2025? Fucking ostriches. I did one early on, about the unlikelihood that the SCC would hear an appeal. And then an avalanche of requests for two months, all for one of the least important stories you can imagine. #Journalism
On Friday’s CBC The National ostriches occupied the number 3 report segment, getting about 2 minutes and 30 seconds of coverage.
The Statcan jobs report which came out the same day? 24 seconds.
Make of this what you will.
#cdnpoli
The Statcan jobs report which came out the same day? 24 seconds.
Make of this what you will.
#cdnpoli
November 11, 2025 at 1:37 PM
The story I have received the most interview requests for in 2025? Fucking ostriches. I did one early on, about the unlikelihood that the SCC would hear an appeal. And then an avalanche of requests for two months, all for one of the least important stories you can imagine. #Journalism