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Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy.
In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears to be pushing back against attempts to contain long-term yields, what rising government spending and persistent inflation could mean for interest rates, ...
In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around.
They also look at BRP’s latest results and how tariffs are creating major uncertainty for an otherwise well-run ...
The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects.
Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss w...
Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture.
Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate unchanged. They discuss the potential impact on Canadian housing, rental ...
Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are...