Episodes
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US CPI cooled last month, along with retail sales. Canadian job numbers surprise to the upside giving further hesitation for the Bank of Canada. Banning China EV's, batteries and solar panels despite the war on climate change? Financial Markets drift higher.
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BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)
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Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risks abound. House prices have created massive inequality and threaten social stability. Where do we go from here, and how do we plan for the central bank endgame? This week's interview with special guest Grant Williams.
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BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)
Check out Grant William's Work and Podcast Here: https://www.grant-williams.com/
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Episodes manquant?
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The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are failing. The USD needs to go lower through Fed easing. The Bank of Canada desperately wants to cut. GDP on a per capita basis is still contracting. Mortgage renewals finally starting to bite?
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BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)
See omnystudio.com/listener for privacy information.
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How China is interfering in federal elections in Canada, spreading fentanyl, and exacerbating a housing crisis. Special interview with independent journalist Sam Cooper. Check out Sam's book, Willful Blindness. We also discuss markets pricing out fed rate cuts, weak Canadian retail sales, and stagflation concerns.
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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 taxes will come with consequences, particularly for entrepreneurs. Who is really running the show in Ottawa? Robert Asselin, former economic advisor to finance minister Morneau joins the podcast.
Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)See omnystudio.com/listener for privacy information.
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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.
Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)See omnystudio.com/listener for privacy information.
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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?
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Immigration Minister announces 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 switches. Trudeau announces renters bill of rights.
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Check out Ben Rabidoux's work at Edge Analytics Research: https://edgeanalytics.ca/
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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.
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Check out Manscaped at manscaped.com and use our code "LOONIEHOUR" to get 20% OFF when you purchase The Handyman!
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Premiers across the country are demanding Trudeau to 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.
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Business insolvencies are surging. Mortgage arrears are climbing, albeit coming off record lows. The Bank of Canada holds rates. Federal Government attempting to mandate allocation of pension dollars. Markets awaiting US jobs data this week.
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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. GDP per capita declines for the sixth straight quarter.
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Commodity prices are falling, interest rates are up, and government policy is hurting Canadian farmer profits. Inflation in Canada plummets as retail sales slide. More politicians are looking for rate cuts. Troubles are mounting at European banks.
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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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US jobs numbers 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.
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Commercial Real Estate is dragging global banks lower. Powell pushes back rate cuts. The return of bidding wars in the housing market? Europe is drifting towards deflation. China property crisis deepens, Evergrande to liquidate holdings.
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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 macro research firm Variant Perception.
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Core inflation in Canada came in hotter than expected. Immigration continues to pressure shelter inflation, creating further challenges for the Bank of Canada. The Feds contemplate limiting foreign students in several provinces. Bond yields push higher. Nuclear energy coming to Alberta. The World Economic Forum kicks off.
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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 the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian housing. Property taxes surge in Canadian cities.
Pre-order Jared’s new book, No Worries:
https://www.amazon.ca/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG?nodl=1&dplnkId=e3b1f304-3833-462e-a863-858ba884a23fCheck out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26
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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 governments push climate policy.
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