Inflation rises from the dead
Last Updated: Monday, July 28, 2008 | 10:55 AM ET
By Philip DeMont CBC News
Related
External Links
(Note: CBC does not endorse and is not responsible for the content of external sites - links will open in new window)
IN DEPTH: Economy
Finance explained
- Interest rates
- (June 2008)
- GDP – The measure and mismeasure of the economy
- (June 2008)
- Inflation FAQs
- (June 2008)
- Inflation rises from the dead
- (July 2008)
- Inflation: Managing expectations
- (July 2008)
- Fair trade: An alternative economic model
- (April 2007)
- Microcredit lending
- (November 2006)
Interactives and maps
- Where the jobs are
- (June 2008)
- Where are prices rising fastest?
- (June 2008)
- History of the Canadian dollar
- (November 2007)
- The road to TSX 15,000
- (May 2008)
- Earnings and income (from 2006 Census)
- (2008)
Features
- Economic disconnect: Why the numbers don't seem to add up
- (June 2008)
- Three towns: How they're coping with forestry cutbacks
- Red Rock, Ont.; Stephenville, Nflnd.; Quesnel, B.C. (July 2008)
- The end of interest rate cuts?
- Inflation worries trump weak growth (June 2008)
- Should Canada scrap the penny?
- (April 2008)
- Minimum wage laws – The state of pay in Canada
- (February 2007)
- Where are the visitors? – Tourism to Canada is way down
- (February 2007)
- Retail sales: Keeping customers happy
- (June 2007)
- The debate over Canada's poverty line
- (November 2007)
- Outsourcing: Contracting out becomes big business
- (March 2006)
- Branding for dollars: the growth of corporate naming rights
- (February 2007)
- India's economic miracle: A confident country's expanding prosperity
- (August 2007)
- China's economic miracle: The high price of progress
- (April 2006)
- Gift cards
- (December 2008)
- Income gap grows: The have-nots get left behind
- (May 2008)
- Big price gap still exists between Canadian, U.S. goods
- (June 2008)
People
- Q&A: Billionaire George Soros
- Bubbles building in financial markets (June 2008)
- Profile: Federal Reserve chairman Ben Bernanke
- (March 2008)
- Profile: Bank of Canada governor Mark Carney
- (June 2008)
- Q&A: Commodity analyst Dennis Gartman
- Sees the Canadian dollar staying above parity (May 2008)
Companies & sectors
- Auto industry; the shrinking Big Three
- (June 2008)
- Forestry
- (January 2007)
- Canada’s airlines – Risky business
- (June 2008)
- Who owns who in the Canadian media
- (March 2008)
- Bank profits: How Canada's big banks really make their money
- (September 2006)
- Nortel: Canada's closely-watched tech giant
- (June 2008)
- Mackenzie Valley pipeline
- (March 2007)
- Timeline: Petro-Canada
- (September 2004)
- Profile: G-8
- (July 2006)
- Canada's diamond rush
- (September 2007)
- Wal-Mart
- (June 2005)
- Canadian National
- (2003)
- Hudson's Bay Company
- (July 2008)
- Timeline: Enron
- (October 2006)
- The Fraser Institute
- (October 2004)
CBC Archives:
- The Auto Pact
- Archives
- Bombardier – The snowmobile legacy
- Archives
- Stranger than fiction – The Bre-X gold scandal
- Archives
- Eaton’s – A Canadian institution
- Archives
- Turbulent skies – The Air Canada story
- Archives
You could call inflation the Count Dracula of the economy.
Once thought of as dead and buried, inflation has been thrust back into the limelight as a central national — and global — economic concern in recent months.
Statistics Canada pegged its June consumer price index (CPI) at 3.1 per cent compared to last June. That figure was a tad higher than the three per cent ceiling established by the Bank of Canada and had analysts wondering whether the central bank would boost rates as a way of slowing inflation.
"What we're seeing is outside forces pushing up prices," said James Marple, an economist with TD Economics.
For many years, rising prices were not a big concern among Canadians. These days, however, consumers and businesses pay rapt attention to financial news and detailed indicators, such as the monthly CPI and the level of the world's oil reserves.
Bad old days
For older Canadians, this scene looks achingly familiar.
Back in the 1980s, consumers also listened for the latest inflation figures and worried about every bump in oil prices or each musing from then-central bank governor Gerald Bouey.
That was because Canada's price index at that time was rising faster than the mercury in a thermometer on a hot day.
For 12 years from 1980 to 1991, Canadian prices increased on average by 6.0 per cent a year, more than three time the current average rate of inflation. Thus, a product a consumer would purchase for $100 in 1980 would cost that person $189 in 1991, a jump of 89 per cent.
Prices accelerated even faster during the early '80s, advancing at an annual 12 per cent clip.
By the middle of the 1980s, Ottawa had had enough.
The federal government clamped down on public spending, and the Bank of Canada hiked interest rates. That combination slowed growth as well as inflation and resulted in some difficult economic times for this country.
It is a world to which no one wants to return.
"That can be exceedingly brutal," said Douglas Porter, an economist at BMO Capital Markets Economics.
June report
This time around, oil costs are again a main source of higher prices in Canada.
In its June report, Statistics Canada estimated overall energy prices to be 18 per cent higher than they were this time last year.
Higher gasoline prices were a major underlying factor pushing up prices. Boosted by rising crude costs, the price of a tankful of gas has jumped more than 25 per cent between this June and last.
Hot commodities
Worse still, higher food demand in big population centres, such as India and China, threatens to make spiking commodity costs another pillar underlying rising inflation.
And oil has not been the only commodity in demand worldwide.
Copper prices are close to a two-year high — in the range of $4 a pound. Aluminum is projected at $1.35 a pound in 2009, a decent increase from $1.20 in 2007.
Indeed, according to Scotia Bank's metals and minerals index, a basket of minerals that cost $100 in 1997 now would fetch $349 on global markets.
Even crops, such as wheat and canola, which historically have been plagued by low prices, are suddenly rising in value. In June, food prices were 2.8 per cent higher compared to the same time last year, according to Statistics Canada.
Bank's response
All of these factors have shifted the indicator on the Bank of Canada's inflation-o-meter dangerously close to the three per cent ceiling.
What has economists worried is that central bank governor Mark Carney might decide to clamp down on the economy rather than let prices continue to rise at such a fast clip.
So far, bank watchers figure that a sputtering global economy will keep Carney's finger off the interest rate gun.
"Look for the Bank of Canada to remain sidelined for the rest of 2008, as upward inflation risk balances slower growth," said Michael Gregory and Benjamin Reitzes, economists at BMO Capital Markets, in a recent commentary.
Indeed, in July, Carney talked about the appearance of sluggish demand within Canada and in our export markets. That will lead to fewer sales abroad, which in turn will reduce pressure on prices in Canada.
As well, economists point out that this country's core inflation rate is dropping.
Core inflation is overall inflation minus the most volatile components, such as food and fuel. According to this adjusted measure, Canada appears in relatively decent shape on the inflation front.
For instance, in the June Statistics Canada report, Canada's core rate stood at 1.5 per cent, well within the Bank of Canada's target range.
Also, the bank has already warned Canadians to expect inflation to peak at four per cent in early 2009, Marple said.
All that means the central bank is giving itself leeway to keep interest rates at the current levels even in the face of persistent inflation.
Still, if the CPI accelerates and shows a threat of spiraling out-of-control, Carney might decide to step in and raise rates, said TD's Marple.
Share Tools
Top News Headlines
- Will Rob Ford's supporters leave Ford Nation?
- The growing controversy over a purported video alleging to show Toronto Mayor Rob Ford smoking crack cocaine may be testing the faith of even his most die-hard supporters. But experts say Ford's policies may trump whatever personal issues he's facing, and that his supporters may rally behind him.
more »
- Hockey Canada votes to ban bodychecking in peewee hockey
- Hockey Canada's board of directors voted to eliminate bodychecking from peewee-level hockey on Saturday in Charlottetown. more »
- Neil Macdonald: How serious is Obama about curbing the drone surge?
- In a key speech this week, the U.S. president set out a host of supposed new safeguards for America's controversial practice of remote-controlled rough justice. But as Neil Macdonald writes, the underlying rationale for drone use has not fundamentally changed. more »
- Ontario man lost in Australian mountains has survival skills
- The sister of an Ontario man who disappeared in Australia's Snowy Mountains nearly two weeks ago says she remains hopeful he will be found, partly because of his training as a Canadian Forces reservist. more »
- Toronto Mayor Rob Ford denies using crack cocaine
- The mayor of Canada's largest city told a packed news conference that he doesn't use crack cocaine and isn't a crack addict — and new allegations surfaced Saturday involving Ford's brothers. more »
Must Watch
Latest Business Headlines
- Royal Bank pledges not to outsource jobs for cash savings
- Royal Bank has promised it will never outsource a Canadian job to a foreign worker solely to save money. more »
- Canada threatens retaliation over U.S. meat-labelling rules
- The federal government is threatening "retaliatory measures" against the United States in a dispute over meat-labelling rules that Ottawa and the World Trade Organization consider discriminatory. more »
- Canada ranks 3rd last in paid vacations
- Canada ranks third last among economically advanced countries in the amount of paid vacation time it guarantees its workers, a new U.S. study indicates. more »
- MTS to sell Allstream, put $200M to pension and debt
- Manitoba Telecom Services Inc. has agreed to sell its Allstream business telecommunications arm to an Egyptian investment group and use about half of the $405 million in proceeds to reduce its pension obligations and debt. more »
Lang & O'Leary Exchange
Markets
| Index | Last Trade | Change |
|---|---|---|
| TSX COMPOSITE | 12667.22 | 9.13 |
| DOW | 15303.10 | 8.60 |
| NASDAQ | 3459.14 | -0.28 |
| SP 500 | 1649.60 | -0.91 |
| TSX-VENTURE | 948.32 | 6.27 |
The data on this site is informational only and may be delayed; it is not intended as trading or investment advice and you should not rely on it as such.
- Will Rob Ford's supporters leave Ford Nation?
- McDonald's CEO chastised by 9-year-old B.C. girl
- Toronto Mayor Rob Ford denies using crack cocaine
- Washington police blame bridge collapse on Alberta trucker
- Dog snared on baited hooks near Vancouver's Grouse Grind trail
- Wallin may be forced to repay thousands in travel expenses
- Canada ranks 3rd last in paid vacations
- Friend of suspect in U.K. soldier's slaying arrested
- Man accused of killing child in patio crash granted bail

