April 19, 2024
Federal Budget Predicts Falling Interest Rates, No Recession?
The Federal Government dropped their latest budget which predicts no recession and falling interest rates. Will this make the Bank of Canada’s job more difficult? Increased capital gains tax will come with consequences, particularily for entrepeneurs. Who is really running the show in Ottawa? Robert Asselin, former economic advisor to…
April 12, 2024
US Inflation Derails the Bond Market
This week’s episode we are joined by Chace Barber of Edison Motors to discuss the government grant scandal impacting their EV truck company. We then discuss US inflation, surging bond yields, desperate housing policy changes.
April 5, 2024
Are Financial Markets Getting Complacent?
Government spending pouring fuel on the fire at the Bank of Canada. Bond yields pushing higher as growing concerns over fewer rate cuts. Oil continues to climb higher. Are financial markets getting complacent?…
March 29, 2024
Immigration Cuts Could Push Canada in Hard Landing – w/ Ben Rabidoux
Immigration Minister annouces big cuts to population growth. How will this slow the economy and rents? Rabidoux thinks the Bank of Canada will have to cut rates more than expected. OSFI keeps the mortgage stress test on lender switched. Trudeau announces renters bill of rights.
March 22, 2024
Central Banks are Going to Cut Rates Into Accelerating Inflation
Canadian house prices bounce higher. Inflation dips in Canada. Central banks around the world are preparing to cut rates as commodity prices jump and financial markets rip. The Federal Government starts buying mortgage bonds.
March 8, 2024
Canadian Living Standards are Falling
Premiers across the country are demanding Trudeau pause the carbon tax increase. US Inflation jumps on higher producer prices. The crypto bull market is back. Rich takes the helm at the Bank of Canada.
March 1, 2024
No Rate Cuts From the Bank of Canada this Year?
Tiff Macklem is on deck next week. Bitcoin hits record highs in Canadian dollars. Financial conditions are easing, pushing US equities and inflation higher. Canadian banks report earnings, the mortgage renewal wall is still a very big problem. GSP per capita declines for the sixth straight quarter.
February 23, 2024
Canadian Farmers are Bracing for Tough Times Ahead – w/ Guest Shaun Haney
Commodity prices are falling, interest rates are up, and government policy is hurting Canadian farmer’s profits. Inflation in Canada plummets as retail sales slide. More politicians are looking for rate cuts. Troubles are mounting at European banks.
February 16, 2024
HIgher for Longer? You Can Thank the US Economy
CPI Inflation came in hot once again in the US. Bond yield volatility surges. Markets removing rate cut expectations. Recessions in Japan and the UK. Construction costs in Canada are finally coming down. The $60M ArriveScam issue. The carbon tax rebrands.
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