Feb 03 2025 70 mins 76
In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up.
We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks to assess DeepSeek’s newly released LLM.
Finally, we discuss the latest results from CP and CN Rail, why Dan sold his CN shares for CP, and what the numbers reveal about the broader economy.
Tickers of Stocks/ETFs discussed: CNR.TO, CP.TO, MSFT, AAPL, META
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