

More Trouble for US Regional Banks and BCE Struggles
Feb 15, 2024
This podcast delves into the rise in the US Consumer Price Index and its impact on the Federal Reserve decisions. It also explores New York Community Bank's challenges with its exposure to rent-controlled real estate. The podcast discusses BCE's lackluster earnings report and regulatory challenges, as well as Telus' performance. Lastly, it examines TFI's fourth-quarter results and the ups and downs of the logistics industry in a slowing Canadian economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Impact of CPI Data on Markets and Potential Rate Cuts
02:08 • 6min
Low US Inflation Rate and Lagging Indicator of Housing Prices
08:33 • 3min
Regional Banks Facing Loan Losses
11:06 • 14min
Insider Buying and Cautionary Tales
25:04 • 2min
Analysis of BCE's Performance and Concerns
27:14 • 22min
Leaving Money vs. Distributing to Shareholders
49:43 • 8min