February 21, 2025
Bank of Canada Will Have to Choose Between Inflation or Housing
Canadian CPI moved higher, setting up a squeeze higher this summer. High Speed Rail to Quebec? Universal Basic Income making a comeback in Canada. Entrepeneurs fleeing Canada. Could the US demand that countries purchase zero coupon bonds for military protection? The changing world order is here.
February 14, 2025
Canadian Jobs Market is Weaker Than You Think
Immigration outflows are not being fully counted by Stats Canada, making the labour market appear stronger than it is. Banks are now writing 100% LTV mortgages on new condos. US inflation is accelerating and the FED is done cutting. Canada names their new Fentanyl Czar.
February 7, 2025
Canada’s Fentanyl Crisis & Corruption – w/guest Sam Cooper
Canada’s top investigative reporter and fentanyl expert Sam Cooper joins the show. How bad is the fentantyl problem, what does Trump want to see, and who will become Canada’s fentanyl Czar? Corruption runs deep as policy markers turn a blind eye to the deepening drug crisis.
January 31, 2025
Tarriff Wars in Canada – w/ guest Danielle Smith
We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our natural resources. The Bank of Canada cuts rates again. Policy makers preparing for helicopter money, and more global uncertainty.
January 24, 2025
Political Turmoil as Public Sentiment Swings to the Right
Canada’s CPI inflation slowed in December. Will inflation perk up again this year? The bond market says one more rate cut from the Bank of Canada. Policy makers are swinging to the right as public sentiment shifts. Scrapping the carbon tax and capital gains tax. The UK debt market barelling…
January 17, 2025
Are Tariffs Looming on Canadian Oil?
Alberta refuses to sign on with Trudeau’s proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next Prime Minister already? US CPI cools, bringing relief to the bond market.
January 10, 2025
Trudeau Resigns, Leaving Parliament Frozen for Months – w/guest Kate Harrison
Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely larger than $62B. Canadian oil exports to the US hit record highs. UK Gilt market having another crisis moment. China bond market forecasting more doom.
December 27, 2024
Sovereign Debt Markets Facign Turmoil in 2025?
Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus.
December 20, 2024
Chaos in Ottawa! Budget Deficit Explodes to $62B
Finance Minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles, dropping to 69 cents. The US Fed cuts rates, says inflation trarget won’t be hit until 2027. Coal usage hits record highs on Chinese demand.
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