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Jun 2025

55m 12s

CP vs. CNR: Which Canadian Railway Is th...

BRADEN DENNIS & SIMON BELANGER

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Dollarama & Lululemon Struggle as Market Volatility Continues

Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down how rising oil prices and inflation expectations are impacting different sectors, why the S&P 500 and Nasdaq are down year-to-date, ... Show More

Will Canadian Bank Earnings Take a Hit as the Economy Slows?

In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector. We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in ... Show More

The BoC Is Stuck and These Companies Are Feeling It

The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy. We also break down Alimen ... Show More

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