
@FirstSquawk How do they plan to delute China's share to 60%? By boosting their non-existent capacity?
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Derek
229 posts





#NEW: ‘Recession is not the word I would use’: Bank of Canada governor cp24.com/news/money/202…









Resale inventory across Ontario is now falling on a y/y basis. Few saw this coming. It was my base case, and I think markets will tighten more than people expect this year even with weak sales. Prices will grind a bit lower from here, but it will take a lot to get another major leg lower IMO












