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The Mar-a-Lago Accord: A New Global Order?
While much of the recent focus has been on tariffs, another policy framework gaining attention in financial markets is being dubbed the Mar-a-Lago Accord. This framework seeks to put downward pressure on the US dollar to boost exports and bring manufacturing jobs back to the US. Under this policy, the US will offer aligned countries…
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Is CMHC Moving the Goalposts?
Launched in 2017, the National Housing Strategy (NHS) was promoted as a significant federal initiative to address affordable housing after more than two decades of neglect. Initially set at $40 billion, subsequent budget commitments have increased the strategy’s funding to $115 billion over 10 years. As of September 2024, $57.57 billion in funding has been…
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Tariffs – Sharing the Misfortune
Tariffs drive up prices, slow economic growth, increase unemployment, weaken productivity, cut into profits and escalate global tensions. Other than that, they’re fine. While consumers haven’t yet felt the full impact, the effects of tariffs are already taking hold in the US. The New York Times spoke with small business owners about the challenges they’re…
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Are Toronto Region Cities Building Faster?
Ontario has committed to building 1.5 million new homes by 2031 and has assigned housing targets to the province’s 50 largest municipalities to help achieve this goal. To incentivize progress, the province has introduced a $1.2 billion Building Faster Fund, offering funding to municipalities that reach at least 80 per cent of their annual housing…
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Tariff Trajectory – Survey Says?
While Canada can retaliate against American tariff threats, our voice carries little weight with the President. What matters are voices with the US. Americans have yet to feel the impact of tariffs, but that doesn’t mean that they aren’t concerned – it’s reflected in growing worries about the economy and inflation. Beyond tariffs, issues like…
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Algorithmic Pricing – A Convenient Scapegoat for Rising Rents?
On January 30, 2022, ProPublica, an non-profit news organization, published an article alleging the real estate industry was engaging in price fixing when setting residential apartment rents. The report highlighted how RealPage’s YieldStar rent application facilitated data mining and the sharing of market information—potentially including insider data—which could be seen as price fixing. This process,…
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Decoding the US Bond Market
Central banks control the front end of the yield curve—market yields on bonds maturing in a few years or less—while the back end, covering bonds maturing in 10 years or more, reflects expectations for growth and inflation. In Canada, the US bond market also plays a role, as our domestic market often takes direction from…
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