This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push to rethink how the Fed communicates and uses data, and why markets may be too relaxed about inflation risks.

They also discuss the Canadian dollar, oil prices, the fragile Iran memorandum of understanding, and whether geopolitical risk is being ignored because investors are so focused on the AI trade. From there, they dig into OSFI lowering the Domestic Stability Buffer for Canadian banks, what it could mean for credit creation, and whether Ottawa is quietly trying to stimulate the economy through the banking system.

The episode wraps with Canada’s population decline, falling rents, purpose-built rental supply, and why the housing market could remain under pressure even if construction slows.

Topics discussed: central banks, Fed policy, Bank of Canada, Canadian dollar, oil prices, Iran, AI stocks, OSFI, Canadian banks, housing, rents, population growth.

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