Title: Message
Canadian economy may be slowing: analysts
Last Updated Thu, 08 Aug 2002 17:42:54

OTTAWA - There's growing evidence that the Canadian economy – which had been holding up well against its struggling U.S. counterpart – may now be showing signs of a significant slowdown, according to some economists.


Is the Canadian economy finally reflecting U.S. weakness?
The latest piece of economic data to buttress that view came Thursday morning from the Ivey Purchasing Managers Index. The index measures purchases, employment, inventories, supplier deliveries and prices by major Canadian purchasers in the public and private sectors.

For the month of July, the index dropped to 46.5. The decline was unexpected – economists had been looking for a reading of 53. (Any number below 50 signifies that purchases were lower than the previous month).

BMO Nesbitt Burns chief economist Sherry Cooper said the July reading could signal trouble for the Canadian economy. "This is the first drop in expenditures since January, signaling that growth is nowhere near as robust as earlier this year," she wrote in a morning commentary.

Cooper said other indicators also point to trouble ahead. "The federal government budget surplus has all but vanished, owing to a marked decline in tax revenues. Corporate, income and capital gains tax revenues have fallen sharply in the past year. In addition, the earnings and revenue disappointments at large Canadian retailers such as The Bay, Zellers and Sears Canada may be early indicators of consumer belt tightening."

Standard & Poor's MMS technical analyst Katherine Beattie agrees that the Ivey report shows that the Canadian economy is slowing, "which is not surprising given the U.S. economic data of late has been very weak."

She told the Canadian Press news agency that Thursday's U.S. wholesale inflation numbers, which showed prices falling in July, underline the weakness south of the border. "Deflation isn't good for anything," she said. "The report adds credibility to the slowing of the U.S. economy."

Still, some data suggest that the economic picture is not all doom-and-gloom. Statistics Canada reported Thursday that its help-wanted index rose for the sixth month in a row, signifying that businesses are still ramping up hiring.

And Garry Stamm, a retail analyst with Stamm Economic Research, told CBC Business News Thursday that he thinks consumer spending in Canada remains strong. "There isn't any reduction in consumer spending to speak of, or any downside trend that's evident as of yet," he said. "Employment continues to grow and grow well in a stable fashion. Second, the weekly earnings, which is your pay packet, remains on the upside at roughly the rate of inflation. So the consumer is quite strong in that respect."

Still, there's general agreement that the overall economic picture for Canada is not as rosy as it was earlier this year. The Bank of Canada is now widely expected to refrain from raising interest rates again when it issues its next policy announcement in early September.

Written by CBC News Online staff

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