Rate cuts should be a September decision, not a June one: portfolio manager

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  • เผยแพร่เมื่อ 8 ม.ค. 2025

ความคิดเห็น • 62

  • @phil-l
    @phil-l 9 หลายเดือนก่อน +33

    For me the ELEPHANT in the room is really government SPENDING, they actually recognized in previous meetings that it is a driving factor of higher inflation

    • @gcc8584
      @gcc8584 9 หลายเดือนก่อน

      They can’t lower rates if the federal government is ejaculating debt all over the place.

    • @thelefteyeguy
      @thelefteyeguy 9 หลายเดือนก่อน

      i would also add immigration ...shelter, food, health care, service are all being bid up higher demand

    • @pixelletickle
      @pixelletickle 9 หลายเดือนก่อน

      Nah it's people taking on more debt to fuel their spending......, clearly too few people have stopped spending and not everyone has gotten a raise so that's debt inflation

  • @mr2_mike
    @mr2_mike 9 หลายเดือนก่อน +9

    Won't be pretty when US starts cutting rates due to their economy and Canada either prematurely does the same and loses or has to stay the course or raise rates. Canada's inflation is primarily driven by government spending at this point. So good luck.

    • @evilbred974
      @evilbred974 9 หลายเดือนก่อน

      You have everything completely backwards.
      The US economy is booming and their inflation is still higher than expected, which means they're far LESS likely to cut rates. Canada's economy is doing worse, and our inflation is not as significant, so we're MORE likely to CUT rates and to do so EARLIER.
      That said, Canada cutting rates, while the US maintains its rate will put downward pressure on the Canadian dollar, making imports more expensive, which will drive our inflation up.
      The ultimate result is bad for the Canadian economy, we end up with higher inflation and a slowing economy.

  • @gcc8584
    @gcc8584 9 หลายเดือนก่อน +14

    If the economy can tolerate normal interest rates (5%) why would they cut?
    If I were a central banker I would like some ammo for the next crisis.

    • @vincentheslin9636
      @vincentheslin9636 7 หลายเดือนก่อน

      Yeah, this is correct. I’d love to see lower rates personally, but ain’t gonna happen if economy keeps chugging a long.

    • @solomonmendonca3223
      @solomonmendonca3223 7 หลายเดือนก่อน

      Thankfully, you're not a central banker.

    • @gcc8584
      @gcc8584 7 หลายเดือนก่อน +1

      You don’t want Tiff to be able to respond to the next crisis?
      Sounds like someone bit of more mortgage than they can chew…

    • @solomonmendonca3223
      @solomonmendonca3223 7 หลายเดือนก่อน

      @@gcc8584 Not ZIRP, but just lower enough to slow the rate of inflation to around 2%

  • @robertlan222
    @robertlan222 9 หลายเดือนก่อน +16

    Almost every so called expert brought on this channel predicted rate cuts by now. Maybe they should start bringing in better analysts.

    • @UKNOWMESCP
      @UKNOWMESCP 9 หลายเดือนก่อน +8

      They are not “analysts.”
      They are salesmen.
      Research the
      speaker/s titles.
      RATES ARE NOT GOING DOWN ANYTIME SOON.
      Too much money for the bank.
      After they’ve rinsed every middle class person.MAYBE

    • @horismainza7808
      @horismainza7808 9 หลายเดือนก่อน

      Hahaha

    • @horismainza7808
      @horismainza7808 9 หลายเดือนก่อน +1

      Economics is not an exact science, it is a study that equips you with tools to make educated bets or predictions.
      While expats predicted a cut, the reality is that it's different. Thats why economist always put a "ceteres parabus" disclaimer to their comments

    • @ronl1633
      @ronl1633 9 หลายเดือนก่อน +1

      Its like they all have big Mortgages and need a cut..lol

  • @parthppatel28
    @parthppatel28 9 หลายเดือนก่อน +6

    This rates should be held

  • @Icecold0505
    @Icecold0505 9 หลายเดือนก่อน +7

    US CPI numbers in. They ain’t good. Higher for longer.

  • @JustTim1916
    @JustTim1916 9 หลายเดือนก่อน +3

    Rates going up lads

  • @Captain_Mulligan
    @Captain_Mulligan 9 หลายเดือนก่อน +3

    Lol, the desperation for rate cuts. "Next time guys, its gonna happen next time." Literally the headline after every non-cut announcement hahahaha. Higher for longer boys. Time to get back to normal rate levels. 5% is not high historically. Time to take your bath

  • @dougiep2769
    @dougiep2769 9 หลายเดือนก่อน +8

    Sure, that should help the canadian peso.

  • @ron.mexico.
    @ron.mexico. 9 หลายเดือนก่อน +4

    Where is Earl? He’s the only who has gotten this right.

  • @Barr894
    @Barr894 9 หลายเดือนก่อน +1

    Canadas inflation is driven by its printing press. As soon as they cut rates, and print, print, print, inflation will surge to new heights. This will actually cause a flight in bonds, sending bond yields higher. Sending mortgage rates up, not down. The bond market determines the direction of interest rates when inflation shows up. The B of C is helpless. They put on a band aid with rate cuts, but the bleeding is so heavy that band aid will fall of quickly.

  • @phil-l
    @phil-l 9 หลายเดือนก่อน +5

    The other reason I think the BoC will have no choice but to cut, is the pending monster morgage renewal, it's going to be absolutely brutal in the coming months leading to 2025 and after. People that make 85 000$ are NOT able to finance a simple 400 000$ morgage with how much they remove in income taxes and 5-6% rates, if people making good wage can't afford anything then I don't see how we can get through this

    • @ronl1633
      @ronl1633 9 หลายเดือนก่อน +2

      Look at the FED, we can't lower rates.

    • @davidgoulet8051
      @davidgoulet8051 9 หลายเดือนก่อน +3

      More the reason to let rates up... people that pay to much for their homes will have to pay more therefore can't have money to spend in the economy like idiots. That will bring the inflation down.

    • @evilbred974
      @evilbred974 9 หลายเดือนก่อน +3

      Cutting rates just perpetuates the bubble.
      Canada should keep rates high now, if not raise them, so it can bring the asset bubbles under control. Flying with inflationary economics will eventually mean you run out of runway.

    • @jmb9701
      @jmb9701 9 หลายเดือนก่อน +2

      @@evilbred974 Right - we need rates to stay this "high" for a few years ABSOLUTELY past 2025 when all the mortgages renew, then we might see rate drops.

  • @Dekison
    @Dekison 7 หลายเดือนก่อน

    she said 5% is NOT that bad - i want to see her personal finances - what did she get from her parents ??

  • @xxxxl2333
    @xxxxl2333 9 หลายเดือนก่อน +9

    Fed still did not win inflation fight so why talking rates cuts this year ?

  • @TheAtiesWhat
    @TheAtiesWhat 9 หลายเดือนก่อน

    you mean... canada is still waiting for US to cut rates before they cut rates...

  • @ronl1633
    @ronl1633 9 หลายเดือนก่อน

    Look at the FED. How Can he lower rates?

  • @bpatel4434
    @bpatel4434 9 หลายเดือนก่อน

    25% home owner and 75% rentals
    Government must decide to help whom? Poors or these investors? 😊

  • @MangoFlamingo
    @MangoFlamingo 9 หลายเดือนก่อน +2

    You will have it right one day for this cut lol

  • @thediscodiver
    @thediscodiver 9 หลายเดือนก่อน +4

    Diana is one of the worst analyst delusional thinking rate cuts is possible now and saying 2 and half rate cuts what is a half rate cut embarrassing. Imagine investing money with this woman 😂

    • @MustyBastard
      @MustyBastard 9 หลายเดือนก่อน +1

      imagine being over exposed to bonds...

  • @tomcotter8138
    @tomcotter8138 9 หลายเดือนก่อน +2

    5% 😂

    • @liveforthedeal398
      @liveforthedeal398 9 หลายเดือนก่อน

      You must have had 18% with a 50K mortgage.

  • @buxvet
    @buxvet 9 หลายเดือนก่อน

    inflation could go again gas up 30 cents a litre and goin up more

  • @georgehiotis
    @georgehiotis 8 หลายเดือนก่อน

    The BoC is looking at every corner for an excuse to raise rates, not decrease them. The BoC's independence should be questioned here as it appears the present government has a vested interest in maintaing high rates.

  • @nicolasbenson009
    @nicolasbenson009 9 หลายเดือนก่อน +2

    Rate cuts commence in June 2024, taking 6-8 months to complete. A potential crash, if any, might occur by March 2025. The soft landing narrative is gaining traction, making this big recession everyone is calling for less likely. With $1 million from a business sale, I'm seeking profitable investment opportunities for the next 3 years.

    • @HectorWhitney
      @HectorWhitney 9 หลายเดือนก่อน +1

      The financial market is a reliable choice. Diversify your portfolio with I-bonds, stocks (ETFs, REITs, dividend-paying stocks), and bitcoin. Given your budget, I recommend hiring a fiduciary to ensure you receive professional insights for a fee.

    • @hersdera
      @hersdera 9 หลายเดือนก่อน +1

      Indeed, stocks offer opportunities for dividends and long-term growth, whereas bonds generally offer fixed returns. It's wise to consult a fiduciary to align investments with your goals and risk preferences. I'm currently working with one, and she's been invaluable, growing my portfolio from $80k to approximately $550k.

    • @hersdera
      @hersdera 9 หลายเดือนก่อน +1

      Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

    • @ScottKindle-bk3hx
      @ScottKindle-bk3hx 9 หลายเดือนก่อน +1

      I'm pleased I found this conversation. If you're comfortable with it, could you share how I can get in touch with the advisor you rely on for your investments?

    • @hersdera
      @hersdera 9 หลายเดือนก่อน +1

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five aiyears now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

  • @horismainza7808
    @horismainza7808 9 หลายเดือนก่อน

    "waiting for goddo"

  • @TombstoneTube
    @TombstoneTube 9 หลายเดือนก่อน

    no has an idea

  • @alexg9727
    @alexg9727 9 หลายเดือนก่อน +1

    lady is delulu