

Markets Calling for More Rate Cuts from the Bank of Canada
Jul 19, 2024
Markets are anticipating rate cuts from the Bank of Canada, with shelter inflation potentially dropping further. Real estate developers may face more challenges. The discussion also touches on political volatility, the state of ESG and DEI initiatives, and the appeal of ZSP ETF for S&P 500 exposure.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Social Event, Dinner Plans, Assassination Attempt, and Political Turmoil Discussion
02:21 • 2min
Reflections on being disconnected and potential global conflict
04:46 • 2min
Market Trends and Political Events in the Investment World
06:23 • 8min
Inflation Data and Bank of Canada's Rate Cuts
14:44 • 28min
Potential tax cuts, global debt levels, and economic implications
42:30 • 12min
Economic Analysis of Canada and Path to Economic Growth
54:30 • 4min