October 11, 2024
Bond Yields, Oil Prices, and Inflation Moving Higher as Central Banks Cut Rates
The federal government proposes an empty land tax. Former BoC deputy governor says 50bps is coming. Oil prices move higher along with long term bond yields. US CPI comes in hotter than expected. Central banks easing globally into higher inflation.
October 4, 2024
The Race to Zero. Liquidity Measures Turning Higher
Central banks are aggressively easing and liquidity measures are turning up. Geopolitical conflict is ramping up, putting upwards pressure on oil prices, could this stoke another wave of inflation? Toronto and Vancouver Real Estate see rising inventory levels despite lower rates.
September 27, 2024
Central Banks are Panicking to Inject Liquidity
OFSI removes mortgage stress tests on renewals. The BC Government will help you buy a home. Has Canadian Energy Peaked? Microsoft bets big on Nuclear energy and AI. The Chinese have fired the liquidity bazooka to try and revive it’s economy.
September 20, 2024
Feds Prop Up Housing Bubble with Jumbo Mortgages – w/guest Ron Butler
The federal government shocks the market by pushing CMHC insured mortgages up to $1.5M. The Bank of Canada finally gets inflation back down to 2%. The Federal Reserve surprises markets, cutting rates by 50bps.
September 16, 2024
The Canadian Labour Market Continues to Deteriorate
The unemployement rate moves higher. Rental and housing market continues to soften. The ECB cuts rates, with more to come as the German economy weakens. US CPI comes in hotter than expected ahead of the Fed meeting next week.
September 6, 2024
Bank of Canada Cuts, Rents Fall, and the NDP Pulls the Plug on Trudeau.
The BoC cuts rates again, cautions home prices could rise. NDP kills the coalition with the liberal government, is a federal election coming soon? Rents falling in the university cities, Mortgage rates drift lower. US job market weakens as stock market wobbles.
August 30, 2024
The Federal Fovernment Pulls a U-Turn on Immigration
The Liberal Government says they will change the temporary foreign worker program to slow immigration further. More signs of a weakening labour market. Canadian banks write off more bad loans. Torotno new home sale splunge to levels we’ve never seen before. Net zero without Chinese EVs.
August 23, 2024
Fixing the Housing & Immigration Crisis w/ Guest Dr. Mike Moffatt
Canada CPI Inflation comes in lower, cementing another rate cut from the Bank of Canada. Economist and political insider Dr. Mike Moffatt explains how housing and immigration went so wrong, so quickly, and how to fix it. US jobs data gets revised nearly 1 million jobs lower ahead of powell…
August 16, 2024
Canada’s Foreign Worker Program is a Breeding Ground for Modern Slavery
The UN accuses Canada’s foreign worker program as modern being modern slavery. The feds will convert these low skilled immigrants to permanent residency status. Real estate insolvencies continue to surge to highest levels in more than two decades. Consensus calls for more rate cuts from the BoC and the Fed.
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