The Loonie Hour

We are joined by BMO's chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don't expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada but not the US. Weak investment in Canada to continue with capital gains increases. 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)See omnystudio.com/listener for privacy information.

Discussion on CPI data and potential interest rate cuts by the Bank of Canada. Impact of AirBnb bans on tourism. Insights on BC election polling trends and inflation complexities. Exploring global market trends and China's housing market interventions.

The podcast delves into topics such as US CPI and retail sales, surprising Canadian job numbers, China EV's and solar panels ban, financial markets trending higher. Chapters cover S&P 500 index benefits, fox family observation, tariffs on clean energy, Canada job data analysis, rate cut odds, central banks' policies, and meme stock resurgence ethics.

Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risks abound. House prices have created massive inequality and threaten social stability. Where do we go from here, and how do we plan for the central bank endgame? This week's interview with special guest Grant Williams.  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) Check out Grant William's Work and Podcast Here: https://www.grant-williams.com/ See omnystudio.com/listener for privacy information.

The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are failing. The USD needs to go lower through Fed easing. The Bank of Canada desperately wants to cut. GDP on a per capita basis is still contracting. Mortgage renewals finally starting to bite? 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)See omnystudio.com/listener for privacy information.

Independent journalist Sam Cooper discusses China's interference in Canadian elections, fentanyl smuggling, and housing crisis. They also touch on market factors affecting rate cuts, weak retail sales, and stagflation concerns.

The federal government dropped their latest budget which predicts no recession and falling interest rates. Will this make the Bank of Canada's job more difficult? Increased capital gains taxes will come with consequences, particularly for entrepreneurs. Who is really running the show in Ottawa? Robert Asselin, former economic advisor to finance minister Morneau joins the podcast.  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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)See omnystudio.com/listener for privacy information.

This week's episode we are joined by Chace Barber of Edison Motors to discuss the government grant scandal impacting their EV truck company. We then discuss US inflation, surging bond yields, desperate housing policy changes. 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)See omnystudio.com/listener for privacy information.

Government spending pouring fuel on the fire at the Bank of Canada. Bond yields pushing higher as growing concerns over fewer rate cuts. Oil continues to climb higher. Are financial markets getting complacent? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-an-etf/?ecid=dw-LHPODNovGAM1-ADBMO26See omnystudio.com/listener for privacy information.

Economic analyst Ben Rabidoux discusses the impact of proposed immigration cuts on Canada's economy, housing market, and rental growth. Topics include potential rate cuts, mortgage stress tests, renters bill of rights, and implications of population growth changes. Conversation touches on indicators of economic downturn, educational institution restructuring, and the ethical complexities of immigration policies.