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?…
August 8, 2025
Is the US Economy Finally Rolling Over?
Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls for rate cuts. Tariff revenue could match corporate income taxes. Toronto Pre-sale market on the brink.
August 1, 2025
Governments Pleading With Central Banks to Cut Rates
Bank of Canada holds rates again. Powell refuses to cut despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is Canadian media compromised by the CCP?…
July 25, 2025
Another Wave of Inflation? w/ guest Pierre Polievre
Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Polievre. We discuss the outlook for Canadian energy, taxes, and Tiff Macklem.
July 18, 2025
Inflation Derails Further Rate Cuts from the Bank of Canada
Inflation trending higher. Bank of Canada on the sidelines. Bitcoin and Gold surge higher amidst fiat debasement. Sovereign debt markets in distress. House prices leak lower in June.
July 11, 2025
Immigration Curbs Pushing Rents Lower Across the Country
Canada’s housing agency flags falling rents, scales back construction financing. Ontario sheds 10,000 college jobs as immigration curbs bite. Carney seeks $25B in cuts, and fewer government jobs. Markets are pricing in more growth and inflation, bond yields tick higher.
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