The Canadian Index

All content, including the full-resolution download, is provided at no charge.

Bar chart comparing the trade decline across categories named in the Section 338 tariff dispute, with alcohol falling hardest.

US alcohol imports from Canada collapsed 81% over the year to March 2026 after most provinces halted purchases of American liquor in retaliation for earlier US tariffs, the steepest decline among the categories named in Washington's Section 338 case. Canadian motor vehicle exports to the US fell about 22% over the same period, while Canada's overall goods exports to the US slipped just 5.8%. That gap between the two targeted categories and the broader trade relationship is the discrimination argument underpinning Friday's tariff deadline.

This chart is presented for general informational purposes only and does not constitute financial, investment, tax, or legal advice. Figures reflect the source and period indicated and may no longer be current.

Download Hi-Res JPEG (No Watermark)
Line chart showing the Canadian dollar holding near 1.3880 per US dollar amid a Section 338 tariff pause in mid-August 2026.

The Canadian dollar held near 1.3880 against the US dollar this week after President Trump paused planned 50% tariffs on Canadian autos,…

The Certainty Effect Is Doing the Heavy Lifting in This Morning's Tariff Relief Rally

August 19, 2026

View chart & download
Line chart showing USD/CAD declining 1.1 percent over two weeks heading into a tariff deadline.

USD/CAD fell more than one percent between August 9 and August 20, with the steepest decline coming in the three sessions framing a pause…

USD/CAD Falls 1.1% as Currency Markets Price a Tariff Deal

August 21, 2026

View chart & download
Bar chart ranking Canada's top goods export categories by value, led by motor vehicles, against 556.6 billion dollars in total 2025 exports.

Canada exported $556.6 billion in goods in 2025, with motor vehicles ranking as the second-largest category and the largest of the three…

The Tariff Pause Is Not a Pause for Business Owner Clients With Cross-Border Supply Chains

August 19, 2026

View chart & download
Snapshot chart of TSX Composite, WTI crude, and USD/CAD closing levels on August 20, 2026.

The TSX Composite closed down 0.10 percent Thursday, its lowest close since August 6, as a Big Five bank selloff offset gains in energy and gold-linked names.

TSX Closes Flat as Bank Selloff Offsets Energy and Gold Gains

August 21, 2026

View chart & download
Line chart showing gold spot price climbing 2.5 percent to $4,587 an ounce over three weeks.

Gold closed near $4,587 an ounce Friday, up 2.50 percent and marking a third straight weekly gain, after a US Treasury buyback announcement…

Gold Extends Third Straight Weekly Gain to $4,587 an Ounce

August 21, 2026

View chart & download
Line chart showing USD/CAD declining as the Canadian dollar strengthens to 1.3764 per US dollar.

The Canadian dollar strengthened to 1.3764 per US dollar Friday, an unusual decoupling from a spike in US long-bond yields that points to a…

Canadian Dollar Strengthens to 1.3764 Per USD, Decoupling From US Yields

August 21, 2026

View chart & download