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.
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.
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