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.

Real estate, the most widely owned and highly leveraged asset class globally, has historically led the deepest economic downturns. Has a housing bubble ever burst without devastating pain across the ...

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

Despite cooling inflation, a falling interest rate and steady employment numbers, more and more Canadians are missing payments on their loans and mortgages. Andrew Chang explains what’s going on. Here ...

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 ...