Central Banks

TD Says Deep Rate Cuts Will Revive Canada’s Economic Growth

  • Bank sees policy rate falling to 2.25% by beginning of 2026
  • Consumers ‘suffering under the weight of these high rates’

A condo building under construction in Calgary

Photographer: Todd Korol/Bloomberg
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The Bank of Canada’s decision to begin cutting interest rates ahead of the Federal Reserve will ultimately lead to a “big tailwind” for the Canadian economy, Toronto-Dominion Bank economist James Orlando said.

Canada’s economy is projected to grow just 0.9% this year, well below the estimated 2.3% growth in the US, according to a Bloomberg survey of economists. Canadian consumers are more sensitive to interest rates — they have more debt than US households, on average, and mortgage rates are reset more frequently.