Wild & Unexpected Predictions for 2025
Bond yields will tumble amidst debt deflation in China, propelling lower mortgage rates in Canada and higher house prices. The US stock market will see a large correction and usher in a recession in the US. The Euro will crash as the German economy sinks. Start an investment portfolio that's buil…
Sovereign Debt Markets Facing Turmoil in 2025?
Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/loonieho…
Chaos in Ottawa! Budget Deficit Explodes to $62B
Finance minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles dropping to 69 cents. The US Fed cuts rates, says inflation target won't be hit until 2027. Coal usage hits record highs on Chinese deman…
Bank of Canada will Keep Cutting Rates into Falling Loonie- w/ guest Ben Rabidoux
Bank of Canada slashes rates by another 50bps. The Labour market is getting worse. The Fed might be done cutting rates later this year but the BoC isn't. Rents continue to drop in major metros. Record supply under construction. Immigration system needs an overhaul as asylum claims surge. Start an…
Toronto Condo Completions are Heading to Zero by 2030
Housing sales plunging means no new housing by 2030. Former BoC governor Poloz says we are in a recession. Canadian businesses struggling with Canada Post strikes. Powell at the Fed signals rate cuts might be over. Bank of Canada on deck next week. Start an investment portfolio that's built to per…
Canadian Energy Sector Faces Trump Tariffs - w/ guest Heather Exner-Pirot
Vibecession in Canada. Jobs not keeping pace with immigration. Emissions cap and Trump tariffs, what is the fate of the Canadian energy sector? GST holiday gets a boost in Ontario. The Eurozone continues to circle the drain in large part due to poor energy policy. Check out Heather Exner-Pirot's …
Real Estate Developers are Failing at an Alarming Rate
Developer Insolvencies Surge to 10 year high. Private Credit funds shut the gates. Inflation ticks higher, stoking concerns for the Bank of Canada. No GST for the holidays, Trudeau opens up the cheque book. Budget deficit concerns increase. Start an investment portfolio that's built to perform wi…
Canadian Pensions Facing Financial Repression
The Canadian dollar continues to weaken. Canada Pension plans gets political, potentially locking capital in Canada. The German economy continues to sputter. Housing activity bounces on rate cut optimism. Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www…
How Canada's Immigration System Imploded- w/ guest Mikal skuterud
Canada's immigration demise was years in the making. Trump gets back to the White House, what are the market implications? Stocks, crypto and bond yields surge higher. The Federal government continues to punish the Oil & gas sector, implementing defacto production caps. Check Out BMO's S&P 500 In…
The Canadian Dollar Falls to a Four Year Low
The Canadian dollar has tumbled to its lowest levels in 4 years. Canada GDP slows, sets the stage for another rate cut from the Bank of Canada. US election to bring increased volatility to financial markets. The UK gilt market gets its second warning. The German industrial base is suffocating. Che…