Canada's Immigration Own Goal | IceCap Canadian Market Wrap Episode 02

Описание: Canada's immigration used to be the envy of the world. Now it's in shambles. In this video, we explain how it went from pride to penury and explain how the unstainable immigration levels impacted housing and labour markets and its effect on monetary policy.

Timestamps:
0:00 Introduction
1:07 From Pride to Penury
1:15 Once The Envy of the World
2:47 It's Never Just One Thing
6:11 So, What Happened?
6:49 Breaking Down The Numbers
7:59 The Impact On Housing & Rents
8:19 Demand vs Supply - Not Rocket Science!
10:41 No Vacancy!
12:14 Correlation is Causation
13:02 Rents & Shelter Have Buoyed Inflation
13:51 Labour Market Woes
14:09 A Raw Deal For Everyone
16:09 Why Do We Care?
16:13 Population Boom Has Not Translated To Productivity
17:28 Population Surge Is Not Neutral
18:25 Outro

Subscribe To My Channel For More Videos Like This One:    / @icecapassetmanagement  

About IceCap Canadian Market Wrap
The IceCap Canadian Market Wrap is a weekly podcast where we share our insight into the macro and market themes and, how they shape our investment strategies and how they impact Canadians.

About IceCap Asset Management
IceCap Asset Management is a Canada-based portfolio management company. Our ongoing focus emphasizes understanding factors that accelerate global risk and return opportunities while creating long-lasting relationships and continuous personalized discussions among clients, consultants, and tax advisors. This channel is a repository for our views and the discussions that shape our investment strategies. It is not to be misconstrued as investment advice. Please seek professional advice before making any investment decisions. The opinions, information, estimates, projections, and any other material presented in this report are provided as of this date and are subject to change without notice. Material presented in these videos has been obtained from numerous sources. While reasonable efforts to ensure the content is reliable, accurate, and complete, we have not independently verified the content, nor do we make any representation or warranty, express or implied, in respect thereof.

#canada #finance #macroeconomics