Extremes have a way of cutting both ways; it’s called mean-reversion. Nothing moves in straight lines, but the spectacular ...

China’s economy is slowing. Amid weak borrowing, slack investment, deflationary pressures and uneven growth, the evidence points to China slipping into a “balance sheet recession”—a phenomenon our ...

As expected, the Bank of Canada (BoC) cut overnight interest rates by 25 basis points yesterday, lowering the banking system’s base rate to 2.75%, the lowest since September 2022.

New Zealand is in a recession, and home values are more than 17 percent lower than the post-COVID peak. In Ireland, a massive house price surge and crash in the 2000s saw house prices in Dublin more ...

Tariffs and government spending cuts will weigh heavily; it seems that’s by design.

Andrew Chang explains how interdependent the Canadian and U.S. auto industries are, and the widespread impacts of severing a 70-year partnership.

https://jugglingdynamite.com/2025/03/06/hoisington-q4-2024-review-and-outlook/ Hoisington Q4 2024 Review and Outlook Well before the rising layoffs and economic disruptions in the first quarter of ...

China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is ...