What the BoC’s Rate Cut Says About the Canadian Economy
The Canadian Investor · Braden Dennis & Simon Belanger
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Show Notes
In this episode of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing what “sticky core” means for investors. We then turn to earnings and look at Adobe’s AI narrative vs. a maturing growth profile, Affirm’s BNPL momentum alongside credit risk, and Dollar Tree’s value push contrasted with Dollarama’s margin machine.
Tickers of stocks discussed: ADBE, AFRM, DLTR, GSY.TO
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