Consumer and producer prices in China are now outright contracting on an annual basis. US CPI inflation is nearly back on target, but how do you factor in base effects and lagging shelter prices? The largest retailer in Canada delivers ominous warning about the shape of Canadian households. See omnystudio.com/listener for privacy information.

Prices are Contracting in the World's Second Largest Economy

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We are joined by BMO's chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don't expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada but not the US. Weak investment in Canada to continue with capital gains increases.
Check Out BMO's S&P; 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P; 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) See omnystudio.com/listener for privacy information.

Canadian Households Need to Adjust to Higher Mortgage Rates - w/ guest Doug Porter

CPI drops back within the Bank of Canada's target range, will it be enough for a cut in June? Population growth surges with some cities growing more than 6%. AirBnb bans will hit the tourism sector in some Canadian cities. 
Check Out BMO's S&P; 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P; 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) See omnystudio.com/listener for privacy information.

Inflation Drops Ahead of Bank of Canada Meeting

US CPI cooled last month, along with retail sales. Canadian job numbers surprise to the upside giving further hesitation for the Bank of Canada. Banning China EV's, batteries and solar panels despite the war on climate change? Financial Markets drift higher. 
Check Out BMO's S&P; 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P; 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) See omnystudio.com/listener for privacy information.

Markets Melt Higher as Economic Data Weakens

Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risks abound. House prices have created massive inequality and threaten social stability. Where do we go from here, and how do we plan for the central bank endgame? This week's interview with special guest Grant Williams. 
Check Out BMO's S&P; 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P; 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com)
Check out Grant William's Work and Podcast Here: https://www.grant-williams.com/  See omnystudio.com/listener for privacy information.

The Central Bank Endgame- w/ guest Grant Williams

The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are failing. The USD needs to go lower through Fed easing. The Bank of Canada desperately wants to cut. GDP on a per capita basis is still contracting. Mortgage renewals finally starting to bite?
Check Out BMO's S&P; 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8
BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.
BMO S&P; 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) See omnystudio.com/listener for privacy information.

Prices are Contracting in the World's Second Largest Economy

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