The Loonie Hour

The Economic Shock Will Come from Outside the US

Feb 2, 2024

Commercial Real Estate affects global banks, Powell delays rate cuts, bidding wars return in housing market, Europe drifts towards deflation, China's property crisis deepens with Evergrande liquidating holdings.

01:02:20

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Commercial Real Estate is dragging global banks lower.

Europe is drifting towards deflation.

Broad market ETFs provide easy-to-use solution and instant diversification.

Deep dives

Index investing and the benefits of owning an entire index

Index investing, or passive investing, is becoming increasingly popular among investors. Warren Buffet also highlights the benefits of owning an entire index like the S&P 500 as a long-term investment strategy.

Introduction

4min

Football Routine, Taylor Swift, and Central Banks

2min

Bank of Canada and Federal Reserve Actions

16min

Discussion on Fed rate cuts and the potential impact on the global economy

3min

Weak Job Numbers and Layoffs in Tech and Shipping Industries

5min

Impact of Economic Shock on Commercial Real Estate

25min

European Countries and the Euro Area

8min

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.

Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26

See omnystudio.com/listener for privacy information.