October 24, 2025
Inflation Rebounds Ahead of Bank of Canada Decision
Inflation ticked higher than expected in September. Market odds favour another rate cut. First Nation land ruling. layoff announcements accelerate. Global Carbon Tax.
October 17, 2025
The Death Knell for the Canadian Auto Sector
Stellantis moves Jeep production to the US. Asking rents continue to fall across Canada. The wealth gap widens. Powell suggests an end to quantitative tightening. Cities roll-back multiplex zoning. https://open.spotify.com/episode/4QDsCi5PvKNyihm3nWOZFm?si=0581c3e0d8634dde…
October 10, 2025
The Great Debasement Trade Continues
Gold surges to new highs. Toronto him prices plunge 25%. New Zealand panic cuts. Germany proposes to boost the retirement age. French government turbulence could spillover. Young Canadians are increasingly less satisfied.
October 3, 2025
Canada’s Fiscal Bazooka Will Triple Budget Deficits
Development has sloqwwed to zero in Toronto. Canada’s cumulative deficits will exceed $360B over the next four years. BC Premier David Eby vows to block any new Alberta Pipeline through BC. Power Demand set to quadruple due to AI. The UK introduces digital ID.
September 26, 2025
The Bull Market Isn’t Over Yet – w/guest Michael Nicoletos
Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growing role of stablecoins and crypto that could help fix the US debt crisis. The bull market isn’t over yet, with guest and macro investor Michael Nicoletos.
September 12, 2025
The Race to Zero Resumes, Markets Bet on More Cuts
Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against temporary foreign workers. US inflation softens. No oil pipelines make the list for national projects of importance.
September 5, 2025
Gold Surges on Looming Rate Cuts
Canada GDP Contracts in Q2. Population growth slows to zero in BC and Ontario. Foreign workers face political backlash. Gold surges to new highs amidst looming rate cuts. Concerns mounting over the sovereign debt crisis.
August 29, 2025
Elbows Down, IMF Bialouts Coming to a Country Near You?
Canada removes count-tariffs on the US. The Bank of Canada says they will start looking at house price inflation. France and the UK warn of potential IMF bailouts as soveriegn debt crisis looms. Stocks keep melting higher.
August 22, 2025
Canada’s Housing Markets are Flooded with Rental Supply
The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation falls on lower gas prices and removal of carbon tax. Foreign investment fleeing the country. Vanguard recommends more bonds than stocks?…
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