This is making no sense, we have sunny ways spending like a drunken sailor and the BOC raising rates, and the banks coining er. Who does this guy work for oh, it must be the banks. By the way by my numbers inflation is well above two percent as taxes have eaten my lunch, now the exchange rate is driving reduced gains on my US stuff. Anyway this is not what I learned in my finance course, governments spend in bad times, balance the budget in good times; Harper was right, the good ship just has the wrong Captain.