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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…
10 hrs ago
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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
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1
Derek Halpenny: Warsh's Jackson Hole speech reopens the case for a September Fed hike, the debasement trade fades, and the BOJ still moves…
Why he reads higher real yields as AI capital demand, why the dollar index can grind up to 100, and why the Canadian dollar's slide has barely started…
Aug 29
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