An effective carbon price going up to over 100, reforming the TIER system so you can’t drive a truck through it, restricting credits, so the carbon price goes up-where is the nuclear for base load power? Carney dragging ABs grid out of the 50’s —- that’s what will propel renewables.

There will be many thoughts and implications of today’s MOU with Alberta and its impact on climate and resource policies. But these 2 bullets are not unimportant. After Danielle Smith effectively shut down new renewables, the MOU now forces them back on table. Good. #cdnpoli

There will be many thoughts and implications of today’s MOU with Alberta and its impact on climate and resource policies. But these 2 bullets are not unimportant. After Danielle Smith effectively shut down new renewables, the MOU now forces them back on table. Good. #cdnpoli

🇨🇦 has the lowest deficit to GDP in the G7 🇨🇦 has the lowest debt to GDP in the G7 🇨🇦 is moving toward 100% of its deficit being capital investment And 🇨🇦’s deficit is coming down faster than expected While the world around us is unstable - we’re on the right path #cdnpoli

How is @avilewis.ca doing? It’s been a month so far. Net impression of leader — Jagmeet Singh in final Abacus poll of 2025 campaign: -9 — Avi Lewis in latest Abacus poll, April 2026: -11 He’s got time in front of him, but he’s doing a little bit worse than Jagmeet. #cdnpoli

It was a lot of fun sitting down to chat about the polls! Definitely give it a listen :^)

Who doesn’t love polls? Am I right. Last week we had the pleasure of welcoming @canadianpolling.bsky.social and Andrew Enns of Leger to talk about how things are changing in Canadian public opinion. (Hint: It’s not all about Trump). Links below👇 #cdnpoli #onpoli #polqc #abpoli

Nearly 1 in 2 charitable dollars in Canada comes from wealthy donors. That’s a problem. Last weekend PM Carney made a call to build our social capital during this crisis moment. The charitable sector needs to heed that call and change. www.mbpintelligence.com/blog/meredit... #cdnpoli

Some big changes are happening in Quebec and it can reverberate across #cdnpoli. To break it all down we talked to Carl Vallee this week. You won’t want to miss this episode of MBP Intel Briefing. Links below👇 #polqc #assnat #qcpoli

As a board member at a charity (and employee of another) I can testify that the ground seems to be shifting in charitable fundraising from broad-based small/medium donations to chasing a limited number of larger donors. That’s not healthy. Given the public importance of the charitable sector…

Nearly 1 in 2 charitable dollars in Canada comes from wealthy donors. That’s a problem. Last weekend PM Carney made a call to build our social capital during this crisis moment. The charitable sector needs to heed that call and change. www.mbpintelligence.com/blog/meredit... #cdnpoli

Mark Carney’s Liberals land a majority after sweeping three by-elections. What does it mean for Canadians (including Pierre Poilievre)? @tylermeredith.bsky.social, Ken Boessenkool & @sphillipsab.bsky.social hash it out... 👀 FULL: rtrj.info/041426CBTU 🎧 FULL: rtrj.info/041426 #cdnpoli #RealTalkRJ

US PPI (MOM) (MAR) ACTUAL: 0.5% VS 0.7% PREVIOUS; EST 1.1%

The final results are in. Across 3 ridings: 🔴 58.9% (+4.3ppt over 2025) 🔵 10.1% (-13.8ppt) 🟠 7.4% (+1.5ppt) Pierre Poilievre has a big problem. #cdnpoli

Let us admire 🇨🇦 democracy. In an election previously decided by 1 vote and then annulled by the Supreme Court, this time the margin was over 700. Within hours the runner up conceded and wished the new MP well. In other countries this could have been chaos. Not Canada #cdnpoli

I am struggling right now with my own beliefs & thoughts. I am tired of the system we have but if we cannot defeat the parties that will destroy Canada (UCP/SKParty), then what are we doing? I'm starting to think it's better to join a "winner" that can defeat evil & try to push for change within it

Apple: podcasts.apple.com/ca/podcast/e... Spotify: open.spotify.com/episode/4FVx...

Avi Lewis’ victory has many implications — why did @canadianlabour.bsky.social unions not show up — what does it mean to #cdnpoli that the NDP will now champion public ownership in industries? + more NDPers @sphillipsab.bsky.social + Keith McLaughlin break it down on latest MBP Intel #cdnpoli

While Avi Lewis rails on about cutting defence spending — 55% of NDPers approve of Carney as PM. Is Avi in touch with his own party? Or the current mood of the country? #cdnpoli

One fantastic and well overdue part of today’s nature strategy announcement is this 👇 Natural assets like land, water and forests have value. But we don’t account for them as such on our balance sheet. Which makes conservation harder to do sometimes. Let’s look at how to change that. #cdnpoli

Pete Guthrie would have a word...

Gross

Interesting. #cdnpoli

Support for the federal NDP is one third higher (16% v 12%) in Calgary compared to Toronto. This speaks to two things 1) the enduring brand of the Alberta NDP despite very big differences with the federal party that benefits the latter 2) how bad the Ontario NDP is #cdnpoli

Why new allegations against a high-profile chef are prompting a reckoning in the world of haute cuisine. www.vox.com/podcasts/483...

Bitcoin miners have been underwater on incremental production since December. And it won’t get any better any time soon.

It was great to join Mike Le Couteur on CTV Power Play on Friday’s Front Bench panel to discuss Pierre Poilievre’s US tour and next week’s return of the House of Commons. #cdnpoli youtu.be/N0VTtm43EkA?...

Building off of what I wrote last week, I spoke to Evan Dyer CBC about the fiscal and economic effects to Canada of the Iran oil shock. Always good to appear alongside @roryjohnston.bsky.social www.cbc.ca/news/politic... My original essay www.mbpintelligence.com/blog/meredit... #cdnpoli #abpoli

This is real life.

Tonight WTI and Brent prices converged in a way we’ve only seen a handful of times since the shale oil revolution. Here we are.

Oil prices are waaayyy up. How will that affect 🇨🇦 and our finances? Turns out the last major systematic work on federal sensitivity to $10/bbl move is 10yrs old. I review how to think about it, and why Ottawa should publish a new one in the spring update. www.mbpintelligence.com/blog/meredit...

Oil prices are waaayyy up. How will that affect 🇨🇦 and our finances? Turns out the last major systematic work on federal sensitivity to $10/bbl move is 10yrs old. I review how to think about it, and why Ottawa should publish a new one in the spring update. www.mbpintelligence.com/blog/meredit...

It is always fun to chat with Armine. And this episode was full of 🔥

What does "progressive economics" mean in these times? Some thoughts, with @tylermeredith.bsky.social podcasts.apple.com/us/podcast/c...

Tens of thousands of people marched at a rally in Richmond Hill on Saturday calling for regime change in Iran in a planned demonstration that took on new energy as protesters embraced the news that U.S. and Israeli airstrikes had killed the country’s supreme leader.

I love working with smart people. My colleagues and I in print in last 24 hours: 1️⃣ Me: Prediction markets suck www.mbpintelligence.com/blog/meredit... 2️⃣ Ben on Pierre’s speech this week nationalpost.com/opinion/ben-... 3️⃣ Ken on AB separatism open.substack.com/pub/paulwell... #cdnpoli

Prediction markets are having a moment. They are also a financial literacy disaster that could be worse than gambling. Even though it’s not legal in Canada we aren’t regulating. That’s a risk. We need a framework My 2,000 word essay (free) www.mbpintelligence.com/blog/meredit... #cdnpoli #onpoli

I missed this. 🇺🇸 private equity is taking a stake in GoodLife Fitness, valuing the top Canadian gym chain at $2Bn. Should we expect fees to increase? The Competition Bureau is now doing its review. GoodLife was saved during COVID with government loans that were paid back. #cdnpoli

1 / 2 What a time to be a Canadian pension fund. US markets are underperforming the rest of the world by the biggest margin in 30 years. Canadian investors have capital. But capital alone isn’t sufficient. We also have to believe in ourselves. And invest in ourselves. #cdnpoli

In 2026 African GDP growth is (unusually) set to outpace that of the Asia-Pacific region, as the Chinese economy slows and commodity prices have surged. Investors are becoming more bullish about the continent as a destination for capital, not charity

Canada’s AI Strategy will be out soon. This week we sat down with Jaxson Khan to discuss: — what to expect — how Canada’s approach has changed — why we need more sticks than carrots — how to think about sovereignty — what policy advocates get wrong + more! Links below #cdnpoli

The world is falling in love with 🇨🇦. Now is the perfect time to sell them our debt as we Build Canada Strong. We can make the most of this if we leverage tech like tokenization as a means to open up a broader market - incl 🇨🇦 retail investors. www.mbpintelligence.com/blog/meredit... #cdnpoli

Bill proposes making health records sharable across Canada https://www.ctvnews.ca/winnipeg/video/2026/02/07/bill-proposes-making-health-records-sharable-across-canada/ ⤷ canadahealthwatch.ca/featured 🍁

🎙️🎧 NEW POD: on this week’s MBP Intel Roundtable We check in on upcoming BC and Ontario budgets 🚗 Dissect the new auto strategy And discuss Canada’s foreign reserves! Free (partial): Apple www.mbpintelligence.com/blog/ep-17-i... Spotify open.spotify.com/episode/1NGw... #cdnpoli #onpoli #bcpoli

The Ontario Liberals need to elect someone who will get in front of the media - has a personality people like - and can communicate clearly in ways that inspire

Next week will mark the start of Ontario Liberal leadership. Rather than *who* this race needs to focus on *how* to beat Doug Ford. While still being true as progressives. There are several models and implications in this new FREE essay from me. #cdnpoli www.mbpintelligence.com/blog/meredit...

New essay from Tim Richter and me in the Globe PM Carney has set the right national goals and has an ambitious agenda to fix housing & homelessness. But it won’t work if provinces aren’t forced to the table. Time for a Canada Housing Accord. #cdnpoli www.theglobeandmail.com/business/com...

A timely reminder — new US Federal Reserve research confirms the uncomfortable truth that Trump’s policies have a far greater impact on 🇨🇦 & 🇲🇽 than what average effective tariff rates show. Because we are far more dependent on the US than the rest. This must change. #cdnpoli

New essay from me — we need to get creative with how to save $ if we are pay for ever increasing defence, housing, AI, infra + other critical investments. One such idea: how to get better returns on $130 Billion USD in our fed govt investment portfolio. www.mbpintelligence.com/blog/meredit...

It’s always fun working with Ben Woodfinden - we both come from different parties but his insight into the world of the right is important. His essay in today’s Globe on the major questions facing Conservatives is a must read for non-Cons as well. www.theglobeandmail.com/opinion/arti... #cdnpoli