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Randall Bartlett
Senior Director of Canadian Economics
Will the Federal Fall Economic Statement 2024 Be More Trick than Treat?
It’s that time of year again, when kids don costumes, adults give out candy and the federal government tables its Fall Economic Statement (FES).
In the FES 2024, we expect to see larger budget deficits than published in Budget 2024. The reasons include a weaker start to the fiscal forecast than expected in the spring and a deeper primary deficit projection offsetting the improved economic and lower interest rate outlook.
But the fiscal outlook could be even worse than that. From increased military spending commitments to slower planned population growth to a potential second Trump presidency, the risks to the budget balance are tilted to the downside. As such, some fiscal tricks (or higher taxes) may be in the cards if the Government of Canada chooses to hand out some new treats in the FES while keeping federal debt‑to‑GDP ratio on a sustainable path.