Bank of Canada

The Canadian Investor: the AI labs are racing to become too big to fail

15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…

11 hrs ago • The Scuttlebutt

Andrei Bruno: markets now price over 100% odds of a Fed hike by year-end

11 takeaways: why he calls value the trade to hide from AI risk, why he says credit investors are buying in at the top, and Canada's record $122B ETF…

Sep 10 • The Scuttlebutt

RBC's Jason Daw: Canada's biggest shock was population, not tariffs - 3% to 0%

10 takeaways: Why a core CPI print rounding to 0.3 puts a September Fed hike in play, what Bessent can still do to 30-year yields, and how long Europe's…

Sep 2 • The Scuttlebutt

Canada matches Trump's 50% tariffs dollar for dollar on $20 billion of US goods, and BCA Research reads the whole escalation as a midterm…

Doug Ford threatens to put "massive, massive pain" on the US, Ottawa adds a $7.5 billion support package, and the escalation that would really hurt is…

Aug 30 • The Scuttlebutt

Ben Rabidoux and Ron Butler: every Ontario auto supplier gone by 2029, Toronto listings down 20%, and why Washington could target Canada's…

Consumer confidence turning just as the tariffs landed, a housing bottom Rabidoux calls a process not an event, Butler's guaranteed Bank of Canada call…

Aug 30 • The Scuttlebutt

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