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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.
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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.
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Published 11/22/24
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.
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Published 11/15/24