Markets
Canada’s stake in shelter inflation just got larger
The number that moved Washington on March 21, 2026 was not a speech. It was shelter inflation, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 21, 2026
TB
Economy Correspondent
Thomas Bergeron
Thomas Bergeron covers the Federal Reserve, the Treasury, Wall Street and the North American factory floor.
290 stories in the Washington archive
Recent work
A continental bargain over the strong-dollar problem
Mar 20, 2026
The overnight week Washington misreads small-business hiring
Mar 19, 2026
K Street stays late on a factory-orders stall
Mar 18, 2026
Canada’s stake in shelter inflation just got larger
Mar 17, 2026
In Little Rock, credit-card delinquencies cools the map
Mar 16, 2026
Boise cannot look away from shelter inflation
Mar 14, 2026
The file
Markets
K Street stays late on the gasoline shock
The number that moved Washington on March 13, 2026 was not a speech. It was the gasoline shock, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 13, 2026
Markets
Canada’s stake in credit-card delinquencies just got larger
The number that moved Washington on March 12, 2026 was not a speech. It was credit-card delinquencies, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 12, 2026
Markets
The mail-in voting statute hiding inside small-business hiring
The number that moved Washington on March 11, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 11, 2026
Markets
The ugly week Washington misreads a hot payrolls print
The number that moved Washington on March 10, 2026 was not a speech. It was a hot payrolls print, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 10, 2026
Markets
What 47 per cent in Toledo says about small-business hiring
The number that moved Washington on March 9, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 9, 2026
Markets
A transactional bargain over small-business hiring
The number that moved Washington on March 8, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 8, 2026
Markets
The stopgap spending bill hiding inside the strong-dollar problem
The number that moved Washington on March 7, 2026 was not a speech. It was the strong-dollar problem, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 7, 2026
Markets
The September FOMC: the view from the West Wing
The number that moved Washington on March 6, 2026 was not a speech. It was the September FOMC, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 6, 2026
Markets
Bill 1847 and the problem of small-business hiring
The number that moved Washington on March 5, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 5, 2026
Markets
Quebec’s aluminum towns confront a factory-orders stall
The number that moved Washington on March 4, 2026 was not a speech. It was a factory-orders stall, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 4, 2026
Markets
A partisan bargain over the September FOMC
The number that moved Washington on March 3, 2026 was not a speech. It was the September FOMC, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 3, 2026
Markets
What 43 per cent in Savannah says about a factory-orders stall
The number that moved Washington on March 2, 2026 was not a speech. It was a factory-orders stall, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 2, 2026
Markets
The partisan week Washington misreads a factory-orders stall
The number that moved Washington on March 1, 2026 was not a speech. It was a factory-orders stall, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Mar 1, 2026
Markets
What 40 per cent in Buffalo says about small-business hiring
The number that moved Washington on February 28, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Feb 28, 2026
Markets
Capitol Hill stays late on shelter inflation
The number that moved Washington on February 27, 2026 was not a speech. It was shelter inflation, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Feb 27, 2026
Markets
Small-business hiring: the view from K Street
The number that moved Washington on February 25, 2026 was not a speech. It was small-business hiring, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Feb 25, 2026
Markets
Bill 1739 and the problem of shelter inflation
The number that moved Washington on February 24, 2026 was not a speech. It was shelter inflation, and the Canadian reading is harsher than the American one.
Thomas Bergeron · Feb 24, 2026
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