The Loonie Hour Central Banks Push Back Against Rate Cuts
33 snips
Jan 30, 2026 Discussion of central bank policy shifts and why rate cuts look unlikely. A dive into Fed balance sheet moves, liquidity and evolving market expectations. Tensions in the Middle East boost gold, commodities and oil price risk. Examination of Canada’s internal trade barriers and how they may be holding back growth and innovation.
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Halifax Heating Tank Ran Dry
- Keith ran out of home heating oil during a deep freeze and had to restart his furnace.
- The disruption highlighted regional energy mix issues in Nova Scotia, including coal and oil dependence.
BoC On Hold, Cuts Off The Table
- The Bank of Canada stayed on hold and emphasized unusually high forecast uncertainty.
- Markets now largely discount near-term cuts and price a small chance of a hike by late 2026.
Fed's Hawkish Pause And Quiet QE
- The Fed delivered a hawkish pause and kept markets guessing on cuts.
- Fed officials cited productivity gains and liquidity needs while quietly expanding the balance sheet.
