![](/rp/kFAqShRrnkQMbH6NYLBYoJ3lq9s.png)
January | 2025 | Juggling Dynamite
6 days ago · The Bank of Canada (BoC) cut interest rates by 25 bps this morning, bringing the overnight rate to 3%, 200 bps lower than when the central bank started easing in June 2024.
16 | January | 2025 | Juggling Dynamite
Jan 16, 2025 · “An explosive critique about the investment industry: provocative and well worth reading.” Financial Post “Juggling Dynamite, #1 pick for best new books about money and markets.”
Different countries similar challenges | Juggling Dynamite
Jan 7, 2025 · Canada’s unemployment rate rose to 6.9% in December, now up 210 basis points (bps) from the 4.8% low in June 2022 (below in blue). The U.S. unemployment rate, at 4.2%, has risen 80 bps since it bottomed in April 2023. There has never been a time when unemployment has increased this much outside of ...
The biggest global risks for 2025 | Juggling Dynamite
Jan 8, 2025 · Many moving parts are pulling in opposite directions. This discussion highlights some big ones. 2025 ushers in one of the most dangerous periods in world history — on par with the 1930s and early Cold War, says Ian Bremmer, president and founder of Eurasia Group and GZERO Media. Highlighting the ...
DoubleLine Round Table 2025 - Juggling Dynamite
Jan 21, 2025 · More moving parts than usual in 2025…For a few new ones, see Everything to Know about Trump’s Use of Executive Orders. The discussion below further elucidates. During the macroeconomic segment of Round Table Prime’s 2025 edition, participants, among other issues, deliberate the future path of inflation, premature Trump administration assumptions at the Federal Reserve, the hidden but ...
Loonie dives to 22-year low | Juggling Dynamite
Jan 23, 2025 · Canada’s loonie (CAD) traded at .6939 U.S. this morning, the lowest since January 2003. Part of the weakness comes from the Canadian overnight rate at 3.25%, which is expected to be cut to 3% on January 29, 133 basis points (bps) below the current U.S. effective funds rate at …
Juggling Dynamite | By Danielle Park
6 days ago · The Bank of Canada (BoC) cut interest rates by 25 bps this morning, bringing the overnight rate to 3%, 200 bps lower than when the central bank started easing in June 2024.
American tech exceptionalism under review | Juggling Dynamite
Jan 27, 2025 · The trouble with overconfidence and securities priced to perfection is that something always happens to upend the narrative. Underdogs often accomplish more for less; it’s a question of when, not if. Necessity has always been the mother of invention because constraints drive ingenuity. Anna ...
Great expectations are priced for disappointment
Nov 8, 2024 · The fourth year of a presidential cycle is all about promising. The first year of a presidential cycle is about trying to deliver on all the promises.
Unaffordable home prices weigh | Juggling Dynamite
Jan 6, 2025 · U.S. markets have seen similar trends, now reversing in several key areas. Today we have the good fortune to hear another housing analyst’s 2025 outlook for home prices. We’re joined by Nick Gerli, founder of Reventure Consulting and creator of the new Reventure app. Nick points out that buying a home has rarely been this expensive in living American history: once was in 1981 when mortgage ...