The Canadian Investor Canadian Banks Set More Aside for Bad loans
Aug 29, 2024
Recent CPI data sparks a discussion on inflation risks and the Fed’s pivot to labor market concerns. Algonquin Power's $2.5 billion sale of its renewable arm raises questions about its financial strategy amid rising interest rates. Canadian banks are under scrutiny as BMO and others report disappointing earnings and increase provisions for credit losses. The risks of dividend cuts for investors are highlighted, particularly in the context of troubled investments and regulatory challenges facing the banking sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Inflation and Monetary Policy Dynamics
03:40 • 6min
Challenges Facing Algonquin Power Amid Strategic Changes
09:47 • 4min
Understanding Dividend Sustainability in Troubled Investments
14:08 • 3min
Challenges Facing Canadian Banks
16:52 • 11min
Examining Bank Stability Amid Regulatory Pressures
27:38 • 24min