February 9, 2024
Real Estate Crisis Brings Deflation to China
US Jobs Numebrs come in hotter than expected, boosting bond yields higher. Jerome Powell speaks on 60 minutes interview. Canadians could be jailed for promoting the benefits of oil and gas. China is experiencing deflation, deepening financial woes. Commercial property bust leaks into Europe.
February 2, 2024
The Economic Shock Will Come From Outside the US
Commercial Real Estate is dragging global banks lower. Powell pushes back rate cuts. The return of bidding wars in the housing markets? Europe is drifting towards deflation. China property crisis deepens, Evergrande to liquidate holdings.
January 26, 2024
Nobody is Positioned for a Second Wave of Inaflation – w/guest Tian Yang
Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign students. Business bankruptcies in Canada are soaring. US GDP comes in hot, defies recession calls. ECB holds rates. China financial risks and how they impact Vancouver Real Estate. Special interview with Tian Yang, CEO of global…
January 19, 2024
Hopes of Rate Cuts From the Bank of Canada are Starting to Fade
Core inflation in Canada came in hotter than expected. Immigration continues to pressure shelter inflation, creasting further challenges for the Bnak fo Canada. The Feds contemplate limiting foreign students in serval provinces. Bond yields push higher. Nuclear energy coming to Alberta. The World Economic Fourm kicks off.
January 12, 2024
Inflation Jumps Higher than Forecasted – w/ guest Jared Dillian
Inflation remains sticky but the FED will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests that the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian…
January 5, 2024
The Perils of the Green Energy Transition w/ guest Doomberg
We interview energy expert, and popular newsletter writer Doomberg on the green energy transition. Net zero cars, nuclear energy, solar and wind, this is a masterclass on all things energy. There are no solutions, only trade offs, and Doomberg provides the sobering reality Canadians face in the years ahead as…
December 29, 2023
Is Canada on the Verge of a Debt Crisis?
We discuss Pierre Polievre’s video that has gone viral regarding a potential debt crisis in Canada. Our total debt to GDP sits at 305% and is one of the highest in the G20. This has garnered response from Chrystia Freeland, the mainstream media, and various economists. What does the Loonie…
December 22, 2023
Canada Mandates Zero-Emission Vehicles During Cost of Living Crisis
All vehicles sold in Canada must be hybrid or electric by 2035. We interviewed transportation energy expert David Rapson to discuss the economic impacts and the viability of the mandates. Reckless population growth running at the highest levels in nearly 70 years. Canada CPI still sticky. Financial Markets flirting with…
December 15, 2023
Did Central Banks Just Pivot?
The Fed shocks the market with a dovish outlook, forcasting 3 rate cuts next year. Bond yields tumble. Is a soft landing a fantasy or reality? Canadian mortgage rates are falling along with home prices.
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