TC Global Macro (@carmichaelted) 's Twitter Profile
TC Global Macro

@carmichaelted

Economist, central bank watcher, global macro investor #cdnecon #BOC

ID: 103388073

linkhttp://tcglobalmacro.blogspot.com calendar_today09-01-2010 21:40:05

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Warren Buffett didn’t make this video about Canada-U.S. tensions. It’s AI slop. - Toronto Star Would it matter to anyone if this was posted by Canadian political operatives? apple.news/AmCywH3LNQb6PU…

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Don’t worry, inflation’s over. Oh, but: “Tariffs remained a key driver of cost inflation, which accelerated noticeably in January to a 5-month high, S&P said, adding that manufacturers increased their own charges the most since Mar. 2025”. reuters.com/world/americas…

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Champagne: “"Canada is still the country which is paying the lowest price to enter the U.S. market.” Could Canada’s Finance Minister please not buy into Trump’s nonsense that foreign countries pay. It is US importers who pay! #cdnecon #cdnpoli apple.news/AhRY-DeNhQVmih…

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Opinion | Canada has what the world wants. So let's figure out how to give it to them - Toronto Star HaHaHa - where was this 5 or 10 years ago when it could have argued against Trudeau’s stifling of investment that could have given it to them. #cdnecon apple.news/AnXT8kX4-RB-mB…

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The 100 investors are not private companies that require an attractive tax and regulatory environment to invest. The investors Carney is inviting are sovereign wealth funds and foreign pension funds who are looking for guaranteed returns. #cdneco #cdnpoli cbc.ca/news/business/…

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I watched Mark Carney’s “Forward Guidance” video yesterday. It was polished, well-produced - and ultimately unconvincing. Even more concerning was the uncritical amplification by parts of the media, airing a 10-minute political message in full as if it were neutral analysis.

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Carney announces Canada’s first ever sovereign wealth fund with an initial endowment of $25-billion - The Globe and Mail … but where will the endowment come from? Borrowed? Shifted out of existing government assets? Printed? #cdneco #cdnpoli apple.news/AM8oZ7efkRkCM8…