The Loonie Hour

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.

35:02

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Quick takeaways

Markets anticipate rate cuts by Bank of Canada due to lagging shelter inflation.

Investors rely on ZSP ETF for simplified S&P 500 exposure amid global economic uncertainties.

Deep dives

Overview of ZSP ETF

Investors are using the ZSP ETF for S&P 500 exposure due to its simplicity and cost-efficiency since 2012. ZSP provides instant access to a diversified stock portfolio of 500 stocks in the index, a feat that would require significant expertise and frequent rebalancing with individual stocks. The ETF streamlines this process by offering a direct and low-cost way to access the index.

Equity Exchanges and Systematic Internalizers - What's the Difference?

03:20

Transparency in the Equity Market

03:01

Is Esma on a Path to Be That Super Regulator?

03:28

Intro

2min

Social Event, Dinner Plans, Assassination Attempt, and Political Turmoil Discussion

2min

Reflections on being disconnected and potential global conflict

2min

Market Trends and Political Events in the Investment World

8min

Inflation Data and Bank of Canada's Rate Cuts

28min

Potential tax cuts, global debt levels, and economic implications

12min

Economic Analysis of Canada and Path to Economic Growth

4min

Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelter inflation could bring CPI even lower. More pain to come for Real Estate developers. Political volatility is increasing. The death of ESG and DEI?

Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)

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The Loonie Hour

Markets Calling for More Rate Cuts from the Bank of Canada

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Overview of ZSP ETF

Potential Economic Impact of US Policy Shifts

Global Sovereign Debt Bubble Concerns

Challenges in the Canadian Economy

Equity Exchanges and Systematic Internalizers - What's the Difference?

Transparency in the Equity Market

Is Esma on a Path to Be That Super Regulator?

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights

Episode highlights

Equity Exchanges and Systematic Internalizers - What's the Difference?

Transparency in the Equity Market

Is Esma on a Path to Be That Super Regulator?

The Loonie Hour

Markets Calling for More Rate Cuts from the Bank of Canada

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Overview of ZSP ETF

Potential Economic Impact of US Policy Shifts

Global Sovereign Debt Bubble Concerns

Challenges in the Canadian Economy

Equity Exchanges and Systematic Internalizers - What's the Difference?

Transparency in the Equity Market

Is Esma on a Path to Be That Super Regulator?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Episode highlights

Equity Exchanges and Systematic Internalizers - What's the Difference?

Transparency in the Equity Market

Is Esma on a Path to Be That Super Regulator?

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights