What Subprime Lending Growth is Telling Us About the Economy

In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar.

We also discuss Scotiabank’s fourth-quarter results—what went wrong with their targets, where they’re showing stability, and why provisions and write-offs are key metrics to watch.

Plus, we analyze Intel’s CEO “retirement,” its struggle to regain dominance in chip manufacturing.

Finally, we touch on Goeasy and Affirm Holdings' latest results, exploring what their growth and delinquency data reveal about the health of Canadian and global consumers.

Tickers of stock discussed: GSY.TO, BNS.TO, AFRM, INTC

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