The Default Cycle Has Just Begun

The U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S. dollar, commodities, Canadian housing and g ...  Show more

We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle. Lastly, we'll touch ...  Show more

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

* Trade deficit isn’t a problem until it’s a crisis. * Home sales fall while home prices rise. * Rent prices increased 25% year over year. * Fed’s only monetary policy is talk. * Markets may have begun calling the Fed’s bluff. * Powell finally admits this inflation is permanent. ...  Show more

First Brands Group, a roll-up of car parts manufacturers, is preparing a bankruptcy filing after amassing as much as $10bn in debt. And last week, Tricolor, a subprime auto loan lender, ran into trouble. Today on the show, Rob Armstrong and Katie Martin ask if we are at a turning ...  Show more

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, ...  Show more