Arthur Donner - Comments
Economic Consultant

Arthur Donner is a Toronto-based economic consultant with a lively interest and involvement in economic policy issues. Arthur has the ability to make complicated economic issues understandable to widely different audiences. Consequently, his career has moved between universities, governments and ... more

Latest Comments
Is There A Disconnect Between The Stock Market And The Global Economy?
12 days ago


Every time I think that the markets should have fully discounted an issue-e.g. tariffs, rate changes--somehow the market still reacts.

Who really knows.

China’s Exports Have Recently Soared Because Of The Tariff War
2 months ago


Your comment is right on.

China is trying to diversify its own imports. Imports from Asian countries grew faster than imports from the US.

Trump’s Tariff War With China May Have Some Unexpected Consequences
3 months ago

I found your article to be very insightful. As an aside, I have also long thought that the division between what is manufacturing and what can be classified as services to be very blurry. All the best.

Canada Had A Jobs Rebound In June, But Short-Term Outlook Less Encouraging
6 months ago

thanks for your comment. where are you located?

U.S. Housing Starts Have Rebounded, But Tariffs Are A Deterrent To New Construction
6 months ago

Your comment is interesting. A sudden halt of Chinese investments in real estate around the world would have a negative impact in the US, even a bigger negative for Canada. But, don't under estimate the importance of tarif induced costs on housing construction.

The Euro Area’s Economy Has Been Re-Energized
9 months ago

The political and economic risks are real.

Brexit and the impact on euro mkt, Trump and his antics, worries about foreign trade barriers, the swing to the right in some countries, and concerns over when the ECB starts to withdraw monetary support. My own sense is that the euro will hold together.

The Euro Area’s Economy Has Been Re-Energized
9 months ago

YIkes. This is a hard question to answer.

From my experience, strong economic growth is rarely a good predictor for the market. To use an economist cop out, strong growth is likely a necessary condition, but not on its own a sufficient condition for strong equity markets.

Canada’s Employment Surge Continued Into March
9 months ago

Sorry for tardy response. A weak Cdn currency, currently close to 75 cents US, the very strong US economy, and the revival of commodity prices, particularly oil.

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