logo
episode-header-image
Sep 2023
57m 28s

Has the Recession Already Started in Can...

Steve Saretsky
About this episode
tail spinning
Up next
Yesterday
Central Banks Commit to Raising Rates into an Energy Crisis
Central banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is increasingly driven by energy supply. They di ... Show More
1h 15m
Sep 11
Could the US Sanction Canadian Banks Next? w/ guest Ben Rabidoux
Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade ... Show More
1h 4m
Sep 4
Surging Bond Yields Will Delay Housing Recovery
Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver r ... Show More
1h 7m
Recommended Episodes
Aug 2024
Canadian Banks Set More Aside for Bad loans
In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy. We also discuss Algonquin Power's decision to sell its ... Show More
51m 26s
Oct 2024
Bank of Canada Drops Interest Rates by 0.5%
<p>The Bank of Canada took a victory lap yesterday as they cut interest rates by 0.5%. This is the fourth consecutive rate cut since June. The rationale given was that inflation in September hit 1.6% down from 2.2% in August. </p> <p>The fact is, Canada’s economy is extremely wea ... Show More
5m 31s
May 2023
20 - What Happens When the Housing Supply Doesn't Meet Demand
Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a ... Show More
27m 7s
Sep 2023
VREP #390 | The Vancouver Housing Market & the Canadian Economy with Doug Porter
Is the prospect of Canada’s economic “soft landing” becoming increasingly wishful thinking? And what does a potentially rocky Canadian recession mean for the Vancouver housing market? This week, Bank of Montreal Chief Economist Doug Porter sits down with Matt & Cory for an up-to- ... Show More
41m 55s
Mar 2023
Recession Warnings from Retail and Canadian Banks Roundup
<p>In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies.</p> <p>Symbols of stocks discussed: LYV, JWN, COST, WMT, ... Show More
49m 43s
Sep 2024
Bank of Canada Drops Interest Rates
<p>On today’s show we are seeing another central bank drop their benchmark lending rate. The Bank of Canada dropped its benchmark interest rate for the third time in a row, leaving the rate at 4.25%. This is in stark contrast to the US Fed Funds rate which remains at 5.25%-5.5%.< ... Show More
5m 11s
Apr 2025
Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs
Send us Fan MailECB is expected to trim rates, but the BoC might pause this time. UK and Canadian CPI data also in the spotlight. Retail sales the main release in the United States. China GDP eyed as Beijing not spared by Trump.Risk Warning: Our services involve a significant ris ... Show More
10m 27s
Jan 2024
Should we blame immigration for Canada’s economic woes?
<p>Canada might be headed towards a recession and people are blaming immigration policies.</p> <p>So in today’s episode for 11th January 2024, we explain why Canada might be finally <a href="https://www.bloomberg.com/news/articles/2023-11-01/housing-concerns-prompt-halt-in-immigr ... Show More
7m 24s
Sep 2024
CIBC's Benjamin Tal: Rates, Recession Risk, Real Estate
Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ... Show More
17m 35s
Jul 2022
Where will Prices Go? An Update on the Canadian Housing Market
The Bank of Canada’s monetary policy supporting decades of low interest rates has been a strong tailwind for the Canadian housing market. Coupled with robust demand for all types of housing - driven by demographic trends and ambitious immigration policies, Canadian house prices r ... Show More
11m 11s