What Subprime Lending Growth is Telling Us About the Economy

Dec 5, 2024

The discussion kicks off with the Bank of Canada's interest rate decisions and the mixed economic signals impacting GDP and inflation. Scotiabank's recent earnings reveal both challenges and stabilization in the banking sector. The rise of subprime lending in Canada sparks intriguing discussions about consumer behavior and the growing reliance on Home Equity Lines of Credit. Plus, the unexpected low delinquency rates draw attention to the economic pressures consumers face. The episode also touches on Intel's leadership shake-up and its ongoing struggles in the semiconductor industry.

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Intro

00:00 • 2min

Navigating Interest Rate Cuts

01:49 • 8min

Exploring Economic Trends and Interest Rate Expectations

10:06 • 2min

Analysis of Canadian Bank Earnings and Economic Implications

11:40 • 5min

Navigating Uncertainty in Banking and Semiconductors

17:04 • 12min

The Rise of Subprime Lending in Canada

29:01 • 26min

Navigating the Challenges of Subprime Lending and Consumer Behavior

54:32 • 2min