The Loonie Hour

Are Markets Finally Pricing In An Economic Downturn?

Jun 24, 2022

01:01:18

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Highlights

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Episode notes

Is There Flexibility in the System?

03:06

How to Predict Earnings in the US

02:59

I Think the Commodity Set Off, I Think the Ess Is Very Weak Politically, So That They Have to Cut Taxes

05:03

Introduction

4min

Canadian CPI Inflation Is Increasing at a Rapid Pace?

6min

Used Car Prices Are Rolling Over

4min

Let's Give More Money to the Landlords

6min

Ike, Ime Out. I'm a Manny Macdonald.

5min

The Four Stages of Inflation

3min

Is the Oil Rent a Good Idea?

6min

Is There Flexibility in the System?

3min

I Think the Commodity Set Off, I Think the Ess Is Very Weak Politically, So That They Have to Cut Taxes

5min

10.

I Think It's Just a Lot of Rotation

5min

11.

The Bank of Canada Is Going to Follow the Fed on the Same Path

6min

12.

Manufacturing P M I

4min

13.

How to Predict Earnings in the US

3min

14.

The Market Is Reacting a Lot to This Number

3min

Canada's inflation rate ripped higher once again, hitting 7.7% year-over-year and surpassing market expectations yet the 5 year bond yield fell on the news and has been declining in recent weeks. Have we seen a top in bond yields? Price action across commodities also suggests the inflation story may now be transitioning to an economic slowdown.

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