Taxes are going up, TO condo prices are going down and recreational property up 15% to 40% in the Canadian market.

How the US will Inflate its Debt Away

Government can inflate its way out of debt.
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Why are Interest rates not falling.

A look at why interest rates are not falling despite UK economy going into recession. Is the Bank of England making a miscalculation to focus on inflation rather than growth?
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Goldman Sachs’ top AI picks

Brook Dane, portfolio manager at Goldman Sachs Asset Management, joins The Exchange to discuss the firm\'s top AI picks and the reasoning behind these picks.
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Does Printing Money Cause Inflation?

The link between the money supply and inflation.
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HSBC, the Untouchable Titan of Global Finance

From the filmmaker behind \'Goldman Sachs: The Bank that Rules the World\' comes a compelling new exposé delving into corruption within one of the globe\'s premier financial institutions – HSBC.
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US Economist’s Shock Warning: “Biggest Crash in Ou

This time, it’s got to crash 86% for the S&P 500 just to get back to the last low in early 2009, cautions Harry Dent
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Toni Gravelle Speech

On December 7, 2023, Deputy Governor Toni Gravelle speaks before the Windsor-Essex Regional Chamber of Commerce.
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Alberta Premier on the Supreme Court\'s ruling, an

Danielle Smith, Alberta\'s Premier, joins BNN Bloomberg to discuss the Supreme Court\'s ruling against Ottawa\'s environmental impact law, and the possibility of Alberta abandoning the Canada Pension Plan to run its own stand-alone fund.
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What Bank of America Just Said is Shocking

Bull market based on hype not reality.
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Horrific Canadian Banking Corruption Right Before

Fasten your seat belts as the banks continue moral hazard.
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The Banking System is in Free-Fall

Fall as Deposits Leave in Record Numbers Amid a Collapse in Lending
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The Financialization of Real Estate

REITS, private investors, private equity are using housing to prime their portfolios.
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Bitcoin regulations are coming

Lovers and haters of Bitcoin are polarized over the Ponzi. One thing is clear, regulations are coming.
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Are we in a bubble and, if so, when will it pop?

Since 2008 Canada has been pushing home prices higher. Canadian homes are considered by many to be the least affordable of all G20 nations. What gives?
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Canadian real estate and government, March 29

The latest Canadian real estate and government news. Risk of collapse, end of QE and rate rise are some of the issues discussed. Also the governments poor foreign policies on Ukraine are covered.
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FIRE report January 12th

Indigenous banking part 2 a continuation of earlier discussion of First Nations Bank. Other news:-Inflation-M&A under scrutiny-RBC has eyes on Europe
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BOC and reconciliation with Indigenous people

The Bank of Canada and other central banks, in conjunction with indigenous leaders want reconciliation and better economic outcomes for individuals. This video explores what is happening, gives the back story and sets the stage for a more in-depth analysis.
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Nov 26 FIRE report

Inflation and tariffs hit Trudeau in the face. Oil route as new strain goes viral. BNPL benefits questioned and investors open their wallets to receive dividends.
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FSIM FIRE report Nov 23

Duobank/Fairstone merger & Amozon boycott of Visa along with recent banking, insurance and real estate news from Canada.
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Nov 18th FIRE report

The latest financial news from the financial services industry monitor. Insurance companies should know that in 1990 BC flooding devastated the same flood plains as today. This report features coverage of insane inflation, interest rates hikes and the ongoing real estate melt-up.
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Poloz debunked, Nov 12 FIRE report

Poloz is wrong about inflation, university pension funds are out of their league, Home Capital run away, real estate wars and more from the financial services industry monitor.
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Central bank digital currencies: foundational prin

Central bank digital currencies: foundational principles and core features
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Nov 5th FIRE report

Topics todayDividends are backHigher interest rates are comingCOP26: Central bankers making miners richTO real estate melt-up
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FIRE report November 2nd

The latest Canadian FIRE news covering inflation risk and opportunities, Canadian Western bank expansion, governance and stablecoins.
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Canadian real estate February 24

Recap of recent real estate news in Canada. Tiff Macklem and market exuberance, cottage country price appreciation and the rise of lumber prices.
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Real estate: Feb 9, bulls vs bears

Bulls versus the bears, this week in the Canadian real estate industry.
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Feb 1, The Dumb Money Real Estate Vid

We a living a ponzi real estate market and the economy is at risk. Yet Doug Porter, economist BMO, is on record as saying Candian\'s want to pay more for houses. Yes, you can\'t make this stuff up. This video discusses the issues related to Porter\'s statement and explains why he is wrong.
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January real estate report 2021

2020 was a record year, except for condos. Montreal REM sites the exception to this rule. This video shares insights regarding the Canadian real estate segment.
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December 4th real estate report

Taxes are going up, TO condo prices are going down and recreational property up 15% to 40% in the Canadian market.
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Real estate, mortgage debt to income ratio improve

The mortgage debt to income ratio declined despite the pandemic. In this issue I discuss real estate stalling and immigration's impact on home prices.
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Real estate: fiscal conservatism/ponzi neoliberali

This video is intended to give viewers an understanding of the economic ideas behind Canada's potential housing bubble. This video also explains why Siddal, President and CEO of the CMHC, was likely pushed from his post.
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Caution for real estate investors, Oct 14th report

October 14th real estate report describing the issues in the market the last two weeks.
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Canadian bank industry overview - part 1

Overview of Canadian banking industry. This multi-part series looks at issues facing Canadian banks from a variety of angles. Part 1 examines the types of banks and scale using ROE and EBITDA as measures.
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Why insurance should partner with flood-claim.com

'Pros on the Go', a Fierce Tartan company are seeking insurance partners to pilot its new solution for streamlining the claims process.
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Canadian large bank comparison

Using financial data, Mark Sibthorpe compares the performance of TD bank to its rivals. TD grew faster in 2017 than its rivals, but was cited for aggressive sales practices.
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Current state of fintech in Canada

Mr. Michael R. King, Tangerine Chair in Finance and Co-Director, Scotiabank Digital Banking Lab / Ivey Business School at Western University
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XE.com explains their Big Data and AI strategy.

This video covers XE.com's presentation at the AI, Big Data and Analytics event which took place in Toronto February 7/8, 2018. Cecelia Tamez and Jean Louis provide insights into their evolution and winning strategy.
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Greenpeace urges TD bank boycott

Greenpeace's campaign to stop TD financing the oil sands is delusional. Trillions of dollars are at stake for the banks and the Canadian economy. This video explores the related financial issues.
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Insurance flood US vs Can comparison.

This video provides an overview of the main differences between Canada's approach to overland flooding versus the US approach.
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Canadian bank industry overview part 5

Canadian bank overview part 5, medium-large banks. Banks include Manulife, Tangerine and Laurentian Bank.
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Canadian banking industry overview part 4

Canadian banking industry overview of Canadian Tire Bank, Presidents Choice Financial, Equitable Bank, B2B Bank
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Part 3 Canadian bank industry overview

Overview of small-medium size banks in Canada. Banks covered include Versabank, Hollis Bank, Equity Bank and Caisse Populaire Acadienne.
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Canadian banking overview - part 2

Review of small banks including Bridgewater,Vancity Bank, Concentra, Wealth One, Zag...
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Death to bitcoin, long live bitcoin

Jamie Dimon calls bitcoin a fraud used by criminals, yet he has jumped into the blockchain with both feet.
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RBC to integrate Wave Technologies

RBC invested $24 million into Wave Technologies and now they will roll out Waves accounting, invoicing, reporting and billing platform to SMEs.
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Deposits have skyrocketed since the start of the p

Canadian banks have increased their deposits by $127 billion since the start of the pandemic. This video uses charts to show which banks gained the most and how.
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About

About BankNews TV: financial services industry monitor (FSIM), analytics and research

Latest news and events for Canadian financial service companies, analytics, fintech and AI. BankNews.TV provide the latest technology news and reports for banks and insurance companies looking to compete in a rapidly changing market.

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Research

Part 2: The Merchant Loyalty Industrial Complex Collapse  

fsim.ca/docs/Credit_cards_Part_2v4.pdf

Mark Sibthorpe

Since November 2, 2021, Loyalty Ventures Inc.'s (Airmiles) market cap has decreased from $861.42M to $2.11M, a decrease of -99.75%. This compares closely to 2018, when Aimia sold Aeroplan back to Air Canada and partners TD and CIBC for $238 million. For reference, in 2005 Aeroplan launched an IPO valuing it at $2 billion. Related to Aimia’s downfall, it had also previously sold the UK Nectar program to Sainsburys for $120 million, $580 million lower than it paid for Nectar in 2007.

This report digs under the surface and uncovers why loyalty is going the way of the dodo.


Merchants should not waste time fighting card networks  

fsim.ca/docs/Card_fees_ongoing.pdf

Mark Sibthorpe

This is part one of a two part assessment of merchant frustration due to high credit card fees. The second part of this report will outline an alternative approach that merchants can consider. An approach that is a win for them and also for the card networks.


The full story of SVB March 12th, 2023  

fsim.ca/docs/SVB_special_report2.pdf

Mark Sibthorpe

Aggregated news and research related to SVB. Apart from SVB, included in this report is related news with respect to other banks and non-traditional companies looking to add financial services that also appear risky.


March 2023 bank earnings summary  

fsim.ca/docs/bankearningsfriday.pdf

Mark Sibthorpe

This report provides a snapshot into recent bank earnings and related news as published in fsim.ca reports.


Real estate report: October 30th, 2020  

fsim.ca/docs/Oct30rereportv1.pdf

Mark Sibthorpe

The big buzz in real estate recently is Mark Carney being scooped up by Brookfield. This means more juice for riskier borrowers. Brookfield, a huge player in real estate, both residential and commercial, recently bought its remaining shares from Sagen (Genworth MI Canada), which values the company at $3.8 bn.


VersaBank’s New High-Security VPN Proving Especially Valuable During COVID-19 Pandemic  

fsim.ca/docs/TailscaleReleaseMarch30FINAL.pdf

Press Release

VersaBank (TSX:VB) (“VB” or the “Bank”) today announced the implementation of its new high security Virtual Private Network (VPN) remote access software solution, developed in partnership with Tailscale, a leading provider of secure network connectivity solutions. The software enables VersaBank employees to securely and directly connect to all the Bank’s servers across multiple offices and cloud providers, using two factor authentication and with every connection encrypted. The Tailscale-based solution uses the Office 365 setup and Windows client/server applications that the Bank already had in place.


2014 FSIM when Bernanke visited Montreal  

fsim.ca/docs/MockBernanke.pdf

Mark Sibthorpe

Considering Bernanke is hated by the Republicans and hated even more by the Democrats, and is currently under scrutiny for saving AIG but not Lehman, (in hindsight) with respect to issues over solvency vs liquidity, the Montreal lovefest attended by 1,100 people yesterday must have been a welcome respite. Click the link to read the entire 2014 report.


Eisman's big Canadian bank short  

fsim.ca/docs/eisman2.pdf

Mark Sibthorpe

I have been reporting on Steve Eisman's short position for quite some time.  As the analyst reaction to Eisman shows (link below), Eisman has taken a lot of heat for shorting Canadian banks. Instead of capitulating, in September 2019 he publicly disclosed the fact that he added Canadian Tire to his position, He explains the rationale for this in a BNN interview late 2019. Essentially, his big concern with respect to banks was non-performing loans in Alberta. He feels Canadian bank CEOs are not prepared for a credit cycle. He specifically referenced ATB (a private bank) in discussing his concerns. Looking at the numbers today, my guess is that he has made off like a bandit.


VersaBank Beta-Testing Its New, High Volume Mortgage Finance App   

fsim.ca/docs/VBCortelMortFinanceAppFeb62020.pdf

Press Release

VersaBank announces it is initiating beta-testing on its newly developed high-volume mortgage software app with the Cortel Group, one of Canada’s largest home and condominium builders. The app, named “Direct Connect”, was designed to facilitate and significantly reduce the lengthy finance approval process typically experienced by home buyers when visiting home and condo pre-construction sales offices.


How and why you need to defend your brand against disruptors  

Mark Sibthorpe

Technology, and being open to opportunities, has preempted transformation in banking. At the top of change are Mint, PayPal and ApplePay; three examples of transformative solutions that are now ubiquitous. On the horizon: Uber and Google, both having recently announced partner based banking services. Further down in the plumbing is Duca Impact Labs, Versabank, and Revolut. This report shows how cost conscious FIs can, not only stay relevant in the face of adversity, but punch well above their weight. All thanks to creative thinking and the ongoing commoditization of technology.


Kick the can(nomics)  

fsim.ca/docs/Kick.pdf

Mark Sibthorpe

Canada has used consumer debt to provide life support to the economy. This strategy which basically pushed the day of reckoning to the next government was old back in 2014, and now is well past its sell-by-date. Recognizing this, and desperate to keep the economy out of a recession, Trudeau is spending more money now than any government in Canadian history. This report disusses a possible alternative.


ScoreCard Bill Morneau, Canada's Minister of Finance  

fsim.ca/docs/ScoreCardMorneau.pdf

Mark Sibthorpe

This report is a scorecard I designed in order to rank the performance of the current Minister of Finance, Bill Morneau. I do regular rankings because, otherwise, I cannot measure the performance in a meaningful way. The scoring is based on a variety of metrics as detailed on the ‘score-table’ on page 3. Examples of the criteria and weighting include:

 


Observations and overview of 2018 NB flood support from government and insurance companies.  

fsim.ca/docs/Observations and overview of 2018 NB flood support from government and insurance companies..pdf

Mark Sibthorpe

 


Flood aftermath is linked to post traumatic stress. Here are some findings from a study conducted by Queensland University following a flood:

"The findings showed that aftermath stress contributed to poor mental health outcomes over and above the flood itself, prior mental health issues and demographic factors," Ms Dixon said.

 

"Aftermath stress was the strongest predictor of post-traumatic stress symptoms with 75 per cent of people saying the most difficult aspect was the aftermath and dealing with insurance companies," she said.

 

With this in mind, I felt it was important to understand how New Brunswick flood victims were treated.

 


Update Argentina: a sign of the times  

fsim.ca/docs/Update Argentina_ a sign of the times.pdf

Mark Sibthorpe

Argentina is in the news daily because the situation is dire, and may be an indication of further contagion. The most dramatic story that speaks of the a leading cause of its troubles was the recent arrest of the public works secretary, Jose Lopez. June 15th he was caught hiding millions in cash in a monastery. No this is not a plot for a comedy.


Summary of Canada's flood news, 2017 to present  

fsim.ca/docs/Summary-of-flood-news-2017-present.pdf

Mark Sibthorpe

This report covers flood news in Canada from 2017 to present and highlights the relevent issues for home-owners and the insurance industry.


Banking on Pot  

fsim.ca/docs/c10191_banking-on-pot.pdf

SBS

As states across the US legalize marijuana for both medicinal and recreational purposes, it has fueled a growing industry of marijuana related businesses (MRBs).


Canadian banking industry overview  

Mark Sibthorpe

The industry overview is divided into 5 parts:

Introduction
Small banks
Small medium sized banks
Medium sized banks
Medium large banks


2014 Mobile payments the Apple pay way  

fsim.ca/docs/Mobile_Payments_Apple_Pay_2014.pdf

Mark Sibthorpe

With Walmart Pay about to userp Apple Pay, I thought I would share my 2014 book on mobile payments and loyalty. The guilde was written for Merchants that want to understand loyalty, credit, mobile payments and Apple Pay, but anyone involved with credit and loyalty might find it useful.
The book is a prelude to Walmart leaving MCX, and chronicles the evolution that led to Walmart Pay. There is an extensive case study of Walmart that looks into its efforts to become an ILC and to avoid paying credit card transaction fees ('merchant discount').
It offers readers a step-by-step methodology for evaluating and transforming credit and loyalty programs. The strategies are based on proven examples and industry facts. The Nectar, Target, Canadian Tire and Walmart case studies are examples of the practical approach I have taken, written with the intent that merchants can use them as blueprints for their own initiatives. 


Death to bitcoin, long live the blockchain   (See full report)

Mark Sibthorpe

Jamie Dimon calls bitcoin a fraud used by criminals, yet he has jumped into the blockchain with both feet.


TD bank industry conduct  

fsim.ca/docs/tdind2.pdf

Mark Sibthorpe

TD’s share price recently collapsed by $7 bn in one day due to CBC’s allegations of aggressive selling tactics. A huge fall from a bank that was trading at a premium as recently as January. This was even before the most recent allegation of TD attempting to avoid paying taxes on advertising.
This report chronicles the events leading up to the collapse, shows TD's performance, analyses other related issues.


Book review: Back from the Brink  

fsim.ca/docs/backbrink.pdf

Mark Sibthorpe

This is a book review of the book Back from the Brink by Paul Halpern, Caroline Cakebread, Christopher C. Nicholls and Poonam Puri.


Footnote 151  

fsim.ca/docs/footnote151.pdf

Mark Sibthorpe

Footnote 151 implies an important regulatory change related to derivative contracts. It means that US Banks will not be required to hold as much capital against commodities. If you want to understand the implications of this regulatory change in more detail, see the enclosed related article detailing the changes. For contextual purposes, I have also included two Rolling Stones Magazines reports from 2010 and 2014 that chronicle the role large US banks have played in manipulating commodities. You might question the credibility of these sources, but rest assured, these reports are based on United States Senate hearings which outline the issues in a 396 page report related to the implied risks. 


Save the Canadian economy now  

fsim.ca/docs/helecopter-money.pdf

Mark Sibthorpe

Consumer debt spending appears to have insulated Canada from the worst of the credit crisis, but now the alarming magnitude of consumer debt ($1.92-trillion) could exacerbate a day of reckoning.
This report assesses the issues at hand and recommends the solution to get Canada's economy on track.


Reasons financial service companies should consider gamification  

fsim.ca/docs/GamingEventProposal-printsample--en-final.pdf

Mark Sibthorpe

Gamification of business processes resulted on Mint.com growing to 10 million users within 4 years. This report explains how.


National Bank Special Report  

fsim.ca/docs/NatBSpec.pdf

Mark Sibthorpe

According to Bloomberg, National Bank of Canada will take a C$64 million ($48 million) restructuring charge in the fourth quarter and said its investment in Maple Financial Group Inc., which is being probed by German regulators, may be at risk of a “substantial loss.”


Will Canadian banks charge companies for deposits?  

fsim.ca/docs/depgrowthimpact2.pdf

Mark Sibthorpe

In light of today’s possible rate cut, this report discusses how a bank rate cut and capital ratio pressure could precipitate negative corporate deposit interest rates in Canada.


Canadian Tire's (CTC) - Canadian Tire Financial Services (CTFS) Scotia deal overview and risk assess  

fsim.ca/docs/ctfsfinal.pdf

Mark Sibthorpe

Review of the Canadian Tire Financial Services deal with Scotiabank, risks, opportunity and benefits.


Finance minisiter scorecard August 26, 2015  

fsim.ca/docs/Scorejo-August-2015.pdf

Mark Sibthorpe

This report looks at Joe Oliver, minister of finance’s progress to date, and assigns a grade to his government’s performance to date.


Xtreme Branch  

fsim.ca/docs/xbranch.pdf

Mark Sibthorpe

Branches are evolving to meet the digital age. This documents tracks the evolution with real-world examples.


Canadian Nudge  

fsim.ca/docs/nudge.pdf

Mark Sibthorpe

Whether he knew it or not, Tom Reid, a senior vice-president at Sun Life, made a case for the behavior modification concept ‘Nudging’ when he recently proposed auto-enrolling Canadians in his company’s pension plans. Sun life cover 1.2 million Canadians, about 60% of the eligible employees.
According to Reid,


CWB cause for concern  

fsim.ca/docs/cwbupdate.pdf

Mark Sibthorpe

In an earlier report BankNews.TV expressed concerns about CWB. Here are 5 charts that show cause:
1. First earnings drop in years;
2. Deposits dropping which will increase cost of funds in the future.


BNTV Overview  

fsim.ca/docs/overviewpdf.pdf

BNTV

BankNews.TV Publishing Corp services overview document:

  • Analytics
  • Financial services industry monitor (FSIM) industry briefings and developments reports
  • Research


Challenger banks not a threat to big banks  

fsim.ca/docs/challenger.pdf

Mark Sibthorpe

This report looks at Canadian challenger banks (apart from merchant led banks) and explains why they have not threatened larger institutions. It also looks at ways in which these upstarts have achieved success.


Gamification of financial data project  

fsim.ca/docs/GamingEventProposal-printsample--en-final_original.pdf

Mark Sibthorpe

This document contains details on how BankNews.TV is helping kids learn programming via gamification of financial data.


The impact a rate rise will have for Canadian banks  

fsim.ca/docs/irr-f.pdf

Mark Sibthorpe

Canadian banks have made money throughout the credit crisis, but this trend may be about to reverse. The rational supporting this prediction is that revenue has grown despite a declining net interest margin (NIM). It has grown in spite of this fact because Canadian debt (loan lease volume) has risen significantly, as shown in chart 2.

This report looks at the issues facing Canadian banks in the event of a Bank Rate rise.  


FIFA: the new goldenballs  

fsim.ca/docs/goldenballs.pdf

Mark Sibthorpe

Yesterday, the Attorney General of Switzerland (OAG) opened criminal proceedings related to the FIFA scandal. This report outlines some of the events related to the criminal investigation, with a particular focus on banking.


Scorecard Minister of Finance: JIm Flaherty  

fsim.ca/docs/Scorecard Min Fin Flaherty April 8 2014.pdf

Mark Sibthorpe

March 18, Finance Minister Jim Flaherty resigned from cabinet after having endured a difficult year due to health issues. This report looks at his legacy and attempts to grade his government’s performance to date.


Sample RFP for a Loyalty Program  

fsim.ca/docs/sample RFP for a loyalty program.pdf

Mark Sibthorpe


Merchants extend financial services  

fsim.ca/docs/merchantfs.pdf

Mark Sibthorpe

Merchant led financial services are growing in importance once again. This is exemplified in the ongoing UK rivalry between ASDA, Sainsbury and Tesco. Together these merchant/financial service companies provide the backstop for three different approaches for merchants looking to extend their financial services.


Hot Money: real-estate  

fsim.ca/docs/hotmoney.pdf

Mark Sibthorpe

Canadian and London real estate, like Macau, may also be a convenient means for China’s elite to move money offshore; with the deleterious effect of driving up home values. Louise Shelley`s research concurs. In a published paper written for the National Defense University, Shelley argues that money laundering in real estate (MLRE) increases prices.


Currency Cheat Sheet: a guide for the rest of us  

fsim.ca/docs/currencycheatsheet.pdf

Mark Sibthorpe

Readers of this document will be presented with monetary policy issues and facts
that show the USD will likely remain the dominant reserve currency, despite
questionable Chinese practices, record US debt levels, and a shaky economy.


Riches to Rags? Summary of possible risks for Genworth MI CANADA, INC.  

fsim.ca/docs/gq4risk.pdf

Mark Sibthorpe

Genworth had its Q4 2014 earnings call. Genworth own about 30% of the mortgage default insurance in Canada. Not surprisingly, the earnings call became focussed on Alberta; and for good reason, with 20% of its outstanding insured mortgage balance in Alberta, sensitivity to the oil shock and how Genworth plan to manage related risks were discussed in detail.


Canadian Western Bank Competitive Forecast  

fsim.ca/docs/cwbf.pdf

Mark Sibthorpe

Based on historical financial data (see detailed charts pages 5-8), the oil based recession in Alberta, and comparison against two of its peers, this document outlines my observation with respect to CWB’s future performances.


Liquid Canada: the tipping point  

fsim.ca/docs/Liquid.pdf

Mark Sibthorpe

This report examines liquidity issues in the Canadian financial service industry.


Bank Fees  

fsim.ca/docs/Bank fees.pdf

Mark Sibthorpe

Recently the CBC and The Globe and Mail both reported on what has been referred to as a consumer “bank fee outcry”. CBC compares banks to cable and phone companies, standing accused of trying to gouge customers with service fees. The backlash appears to have originated in conjunction with the NDP and the Consumers Council of Canada which argues that there is anxiety ‘among consumers about banking fees’.


Cheap Oil Report  

fsim.ca/docs/co2.pdf

Cheap oil has pushed the Bank of Canada's governor, Stephen Poloz onto a slippery slope. For some background on this, take October 22nd, when Poloz bid farewell to forward guidance, resulting in yesterday's surprise rate cut. A cut that has enraged TD and other banks, which see this as eroding profits.
 


Canada's Economy, a strategic solution  

fsim.ca/docs/ces.pdf

This report explores Canada's strategies to compete globally. The report begins with an analyses of the housing market, because housing is the canary in the coal mine; explores what happens in the event of collapse; and analyses the underlying problem causing Canada to be uncompetitive.
 


Mobile Payments Blueprint: guide to credit and loyalty transformation for merchants  

fsim.ca/docs/booksample.pdf

Merchants that want to understand loyalty, credit and mobile payments should read this book. It offers readers a step-by-step methodology for evaluating and transforming credit and loyalty programs. The strategies are based on proven examples and facts. The Nectar, Target, Canadian Tire and Walmart case studies are examples of the practical approach I have taken, written with the intent that merchants can use them as blueprints for their own initiatives.
 


Guide to system selection  

fsim.ca/docs/gssnow.pdf

Read sample report: Guide to system selection. This sample would normally cost $99 but is available free as a sample. Click here view sample report.


News feed

SCOTIABANK SAYS TECHNICAL GLITCH THAT DISRUPTED DIRECT DEPOSIT, CHEQUE PAYMENTS HAS BEEN RESOLVED

G&M (2026-01-28)

“We are deeply sorry for the inconvenience the earlier technical issue has had on our clients, and sincerely appreciate their patience as we worked through this,” Ms.


CAN THE FEDERAL BUDGET REALLY SPUR $500-BILLION IN PRIVATE-SECTOR BUSINESS INVESTMENT?

G&M - James Bradshaw, Mark Rendell (2025-11-06)

Business and investment leaders said the federal budget’s focus on spurring $500-billion of private-sector investment by 2030 sets the right tone, but reaching that target will hinge on whether Ottawa creates the right conditions to see projects through. A


FEDERAL BUDGET 2025: PLAN FOR STABLECOIN RULES TO USHER IN CANADA’S ‘DIGITAL DOLLAR ERA,’ ADVOCATES SAY

G&M - Mariya Postelnyak (2025-11-06)

Stablecoin companies and advocates are hailing Ottawa’s new federal framework for the digital currency as a milestone in legitimizing the asset and the start of “the digital dollar era” in Canada. The


FEDERAL BUDGET 2025: OTTAWA TAKES AIM AT BANKING SECTOR WITH MEASURES TO BOOST COMPETITION

G&M - Stefanie Marotta (2025-11-06)

The federal government is tackling Canada’s concentrated banking industry with measures in the federal budget to boost competition by making it easier to switch lenders, regulating stablecoin, lowering fees and reducing hurdles for smaller lenders. Calls


THE GOOD AND BAD NEWS WITH OTTAWA’S RISING DEBT CHARGE BURDEN

G&M (2025-11-06)

For those who worry about the sustainability of Canada’s debt load, there was a blip of good news in the budget released Tuesday: relative to the size of the economy, federal interest payments this past fiscal year were actually slightly lower than what had been forecast in last December’s fall


ELON MUSK COULD BECOME WORLD’S FIRST TRILLIONAIRE AS TESLA SHAREHOLDERS APPROVE NEW PAY PACKAGE

G&M (2025-11-06)

The world’s richest man was just handed a chance to become history’s first trillionaire. Elon


CANADA COULD ELIMINATE OIL AND GAS EMISSIONS CAP, BUDGET PLAN SAYS

Yahoo Finance (2025-11-05)

Reuters reported last month that Canada was in talks with energy companies and the oil-producing province of Alberta about eliminating the emissions cap from the country’s oil and gas sector if the industry and province reduce their carbon footprint in other ways.


BUDGET 2025 GOES BIG ON CAPITAL SPENDING, DEFICIT PROJECTED AT $78.3B

BNN (2025-11-05)

The 2025 federal budget includes $32.5


OTTAWA PROMISES MORE OVERSIGHT ON BANKS, INCREASE ACCESS TO FUNDS DEPOSITED BY CHEQUE

BNN (2025-11-05)

“Budget 2025 announces the government will review fees charged by banks and other federally regulated financial institutions including Interac e-Transfer fees and ATM fees,” reads the budget document.


GOLD PLUNGES BELOW $4,000 AS US-CHINA TRUCE ERODES HAVEN DEMAND

Bloomberg (2025-11-05)

Gold slid below $4,000 an ounce, extending losses from the worst rout in over a decade as progress on a US-China trade deal sapped haven demand. Spot


AMAZON PLANS TO CUT CORPORATE JOBS ACROSS CORE DEPARTMENTS

Bloomberg - Spencer Soper, Matt Day, and Jason Schreier (2025-11-05)

Amazon.com


GLOBAL CHIP SELLOFF ERASES $500 BILLION IN VALUE AS FEARS MOUNT

Bloomberg - Winnie Hsu (2025-11-05)

The global selloff in semiconductor stocks accelerated on concern over lofty valuations for some of the artificial intelligence boom’s biggest winners. Memory


CANADA’S RICH HAVEN’T RELIED THIS LITTLE ON WORK SINCE THE 1980S

Better Dwelling (2025-11-05)

The average one-percenter saw income from wages or salary fall 4.2%


VOLATILE RISK SENTIMENT COULD LIMIT EURO’S RISE

WSJ (2025-11-05)

The euro recovers some ground against the dollar but gains are likely to remain modest and short-lived as global risk sentiment is volatile, Monex Europe analysts say in a note.


STABLECOIN ORCHESTRATION BECOMES NEW BLOCKCHAIN BATTLEGROUND

Pymnts (2025-11-05)

They are Mastercard’s rumored $2 billion acquisition of zerohash’s crypto capabilities last month, Stripe’s $1 billion purchase of Bridge finalized in February, and the Friday (Oct.


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G&M - Tim Kiladze (2025-11-05)

Ottawa wants to restrict the use of non-compete agreements for employees of federally regulated businesses, taking action after Ontario updated its own labour laws and banned contracts that prevent people from joining rival companies. In


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The Bank of Canada is planning to eliminate hundreds of jobs, about 10% of its workforce, as part of Prime Minister Mark Carney’s bid to reduce government expenses. About


EMPIRE LIFE POSTS $93 MILLION Q3 NET INCOME

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Net insurance service result fell by $19 million from last year’s third quarter, primarily from unfavourable impact assumption updates individual insurance had this quarter compared with the favourable impact of assumption updates in group solutions in the same period of 2024.


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WSJ (2025-11-05)

Bank of America BAC -2.04%decrease;


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Despite promising a “very different approach” to fiscal policy during the election, the cracks are clearly showing as the Carney government gears up to release its first budget on Tuesday. Finance


CANADIAN DOLLAR HITS A NEAR THREE-WEEK LOW AS DOMESTIC BOND YIELDS SLIDE VS. U.S. TREASURIES

G&M - Fergal Smith (2025-11-04)

The Canadian dollar weakened to a near three-week low against its U.S.


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FT (2025-11-04)

Insurers shopping for better ratings on their private credit assets are creating a “looming systemic risk” to global finance, the chair of UBS has warned. Speaking


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Investment Executive (2025-11-04)

BMO Nesbitt Burns Inc.


VERSABANK ANNOUNCES LARGEST US RPP PARTNER TO DATE; SURPASSES US RPP TARGET WITH US$310 MILLION FUNDED IN FISCAL 2025

VersaBank (2025-11-04)

VersaBank USA, has entered into an agreement with its largest US RPP partner to date, under which, the partner will utilize the Bank's core Receivable Purchase Program (RPP) in the United States


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Mortgage Broker News (2025-11-03)

Toronto’s unemployment rate climbed to 8.9%


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Mortgage Broker News (2025-11-03)

A trend toward “more normal interest rates” was noted by Canadian Real Estate Association (CREA) senior economist Shaun Cathcart as a reason to expect stronger homebuying activity in 2025’s final quarter and throughout 2026.


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G&M - Stefanie Marotta (2025-11-03)

Questrade Financial Group Inc.


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G&M - Joe Castaldo (2025-11-03)

Achieving complete digital sovereignty is “impossible” for the government of Canada, according to a new report from the federal Treasury Board. Crucial


CIRCULAR NATURE OF AI DEAL COULD FORESHADOW BUBBLE: BRUCE

BNN (2025-11-03)

Tom Bruce, macro investment strategist at Tanglewood Total Wealth Management, joins BNN Bloomberg to discuss stocks rising on AI optimism and strong earnings.


CANADA’S LOW-SCRUTINY IMMIGRANT MORTGAGES REBRAND RISK AS INCLUSION

Better Dwelling (2025-11-03)

These programs allow newcomers to buy a home with as little as 5% down, even without a Canadian credit history.


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Investment Executive (2025-11-03)

“We think monetary policy is in about the right place to provide some support, while keeping inflation well controlled,” he said.


WILL AI MEAN THE END OF CALL CENTRES?

BBC (2025-11-03)

"Our data confirms the vast majority of people get the answers they need from our chat facility, first time, within seconds.


OTTAWA TO UNVEIL DRAFT STABLECOIN LEGISLATION IN BUDGET, SOURCES SAY

G&M - MARIYA POSTELNYAK, Sean Silcoff (2025-11-03)

Ottawa is preparing to roll out draft stablecoin legislation as soon as December, as Canada seeks to catch up to U.S.


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G&M (2025-11-03)

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Yahoo Finance (2025-11-03)

The share of lower-credit borrowers who’ve fallen a month or more behind on payments has risen to roughly 11.5


GOLD STEADY AROUND $4,000 AFTER CHINA ENDS SOME TAX INCENTIVES

Yahoo Finance (2025-11-03)

“The tax changes in gold’s heaviest consumer nation will dent global sentiment,” said Adrian Ash, director of research at BullionVault.


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Yahoo Finance (2025-11-03)

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CANADA ON THE VERGE OF A RECESSION: DAVENPORT

BNN (2025-11-03)

Michael Davenport, senior economist at Oxford Economics, joins BNN Bloomberg to discuss Canadian GDP numbers.


MARK CARNEY’S FIRST BUDGET PLOTS A SHARP DEPARTURE FROM PAST FISCAL PLANS

BNN (2025-11-03)

To pass the budget, the Liberals need to secure support from the opposition -- or some opposition MPs will have to abstain from the budget vote.


YES, THE BEST INVESTMENT BANKERS ARE WORTH PAYING FOR

Bloomberg (2025-11-03)

Recent dealmaking by OpenAI appears to raise an awkward question for mergers and acquisitions advisers: What value do you add? The ChatGPT developer has relied mainly on in-house teams in negotiating recent commercial partnerships in chip supply and shunned outside advisers, the Financial Times reported last month, citing someone with knowledge


LEVERAGED LENDING, HIGH-YIELD DEBT ISSUANCE UP

Investment Executive (2025-11-03)

In a report Friday, the rating agency said North American leveraged loans rebounded sharply in the third quarter, with issuance jumping to US$384 billion, up from US$114 billion in the previous quarter, driven by US$251 billion worth in July alone.


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WSJ - AnnaMaria Andriotis, Gina Heeb (2025-11-03)

The battle pits Fair Isaac, the creator of the dominant credit-scoring algorithm, against three companies: Equifax, Experian and TransUnion.


JPMORGAN FLAGGED EPSTEIN SUSPICIONS IN 2002, YEARS EARLIER THAN KNOWN

WSJ - David Benoit, Joe Palazzolo, Khadeeja Safdar (2025-11-03)

In April 2002, JPMorgan Chase raised a red flag about Jeffrey Epstein.


WEALTHSIMPLE CREDIT CARD LAUNCH DRAWS LONG WAIT-LIST, FRUSTRATION

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When fintech Wealthsimple Technologies Inc.


GLOBAL CENTRAL BANKS CONVERGE TOWARDS RATE CUT CAUTION

Yahoo Finance (2025-10-31)

This article provides an overview of central banks policies from some of the key markets around the world.


BANKS AND RETAILERS RUN SHORT ON PENNIES AS THE US MINT STOPS MAKING THEM

Yahoo Finance (2025-10-31)

President Donald Trump’s decision to stop producing the penny earlier this year is starting to have real implications for the nation’s commerce.


GOLD PLUNGES BELOW $4,000 AS US-CHINA TRUCE ERODES HAVEN DEMAND

Bloomberg - Yvonne Yue Li (2025-10-31)

Gold slid below $4,000 an ounce, extending losses from the worst rout in over a decade as progress on a US-China trade deal sapped haven demand. Spot


FOLLOWING EPSTEIN’S MONEY

Bloomberg - Leopold, Jeff Kao, Max Abelson, Harry Wilson, Ava Benny-Morrison and Surya Mattu (2025-10-31)

Federal prosecutors opened a financial-crimes investigation into Jeffrey Epstein in 2007 amid their larger sex-trafficking probe. The financier and his legal team waged a war against them, his emails show. Federal prosecutors expanded their probe into Jeffrey Epstein’s sex crimes in 2007 to include potential charges of money laundering, an effort that included an outreach to one of his most important clients, according to documents and emails from Epstein’s personal Yahoo account. The lead prosecutor requested that a grand jury issue subpoenas for “every financial transaction conducted by Epstein and his six businesses” dating to 2003, the emails show. Prosecutors also subpoenaed major banks for records about Epstein’s accounts and financial activity, according to two people familiar with the matter, who asked not to be identified to discuss a sensitive investigation. Marie Villafaña, who was an assistant US attorney for the Southern District of Florida at the time, even contacted Epstein’s longtime wealth-management client, Les Wexner, the billionaire businessman behind the brands Victoria’s Secret and Bath & Body Works, about the investigation, according to the documents and emails. Epstein grew furious when he learned that prosecutors had broadened their investigation’s scope, the emails show. His high-powered team of lawyers, including Gerald Lefcourt, Harvard Law School professor Alan Dershowitz, former Bush administration official Jay Lefkowitz and former Independent Counsel Kenneth Starr, argued that Villafaña was pursuing baseless claims to pressure their client into a plea deal. They launched an aggressive campaign to discredit her attempts to follow the money and pressured her higher-ups to remove her and others from the case—or scuttle the case entirely. Ultimately, efforts to prosecute Epstein for sex crimes and financial crimes ended after senior officials in the US attorney’s office directed prosecutors to begin plea negotiations with Epstein. Those talks led to a federal non-prosecution agreement as Epstein pleaded guilty to two state-level sex charges—an outcome that’s been widely derided as far too lenient. More than a decade would pass before Epstein’s finances came under scrutiny again. Villafaña, who left the federal prosecutor’s office in 2023, declined to comment for this story. These previously unreported details of the financial-crimes probe were contained in a trove of 18,000 emails from Epstein’s private Yahoo email account obtained by Bloomberg. The relevant correspondence began about a year before Epstein reported to a Palm Beach County jail in June 2008. It includes his communications with his attorneys, correspondence pertaining to the grand jury’s inquiry and draft complaints that some of his lawyers prepared alleging prosecutorial misconduct. It also includes Epstein’s aggrieved, typo-laden missives about the investigation to friends and business associates, including the former chief executive officer of investment bank Bear Stearns. ➞ Read more about how Bloomberg News vetted Epstein’s emails Listen to The Big Take podcast on Epstein’s Emails The money laundering probe adds a new layer to the narrative about how the government conducted its investigation into the notorious sex abuser. It also raises questions about what evidence prosecutors may have gathered as they followed Epstein’s money, long before the public began demanding a full accounting of his case. If that investigation had continued, prosecutors may have been able to identify other individuals and institutions that facilitated his sex-trafficking operation, said Stefan Cassella, the former deputy chief of the Department of Justice’s Asset Forfeiture and Money Laundering Section. They might also have recovered more restitution for his victims, Casella said. The documents and emails obtained by Bloomberg do not reveal important aspects of the money laundering investigation—including, most prominently, what it found. Nor do they detail the transactions that the government sought to examine, the six businesses that were targeted by subpoenas, the specific dollar amounts involved nor the manner in which Epstein was suspected of laundering funds. One former law enforcement official familiar with the matter, who spoke to Bloomberg on the condition of anonymity because of the sensitivities surrounding the case, said the probe lasted 18 months and turned up at least tens of millions of dollars in questionable financial transactions. The revelation that the investigation had a financial aspect also puts a spotlight on Alex Acosta, the former US Attorney for the Southern District of Florida, who signed off on Epstein’s plea deal. Then-US Attorney Alex Acosta at a press conference, Aug. 7, 2007. Source: Scott Fisher/Sun-Sentinel/Zuma Press/Alamy Last month, Acosta told the House Committee on Oversight and Government Reform that he didn’t recall any discussion of “potential financial crimes” as part of his office’s Epstein investigation. Yet the emails and documents from Epstein’s Yahoo account show that prosecutors in his office discussed the financial-crimes component of the investigation with Acosta and copied him on correspondence about it. Records obtained as part of the money laundering probe were stored at the US Attorney’s Office in a folder titled, “Money Laundering,” which contains “attorney research and handwritten notes,” according to a partial list of the government’s evidence that was filed in a related court proceeding. That list also mentions folders containing subpoenas, correspondence and responsive documents for JPMorgan Chase & Co. as well as for Bear Stearns and Washington Mutual. (In 2008, JPMorgan acquired Bear and took over the banking operations of WaMu.) A spokesperson for the bank said it’s “unable to find any such subpoena in the Epstein matter.” The JPMorgan spokesperson added that it “cannot identify anything” on Washington Mutual but confirmed that Bear Stearns responded to a subpoena. Two people familiar with the investigation told Bloomberg that JPMorgan received a subpoena in 2007 in connection with the money laundering probe. Epstein’s case has garnered enormous interest since President Donald Trump took office this year after promising to release the so-called Epstein files, which the government has said encompass more than 300 gigabytes of investigative material. However, in July, the Trump administration backtracked, saying that “no further disclosure would be appropriate or warranted.” Since then, lawmakers on two congressional committees have intensified their scrutiny over a notorious case that has only become more controversial in the six years since Epstein was found dead in his New York City jail cell. Among the unanswered questions are how a college dropout-turned-financial adviser amassed his fortune and how he grew to hold such influence among the world’s elite, including politicians, celebrities and bankers. In July, Democratic Senator Ron Wyden, the ranking member of the Senate Finance Committee, said the panel reviewed records compiled by the Treasury Department’s Financial Crimes Enforcement Network, or FinCEN, that revealed major banks facilitated more than $1.5 billion in payments that Epstein used to traffic women or “engage in dubious transactions indicative of money laundering.” This month, House Democrats on the Judiciary Committee sent letters to four major banks requesting records related to Epstein: JPMorgan, Deutsche Bank, Bank of America, and Bank of New York Mellon. Wyden said in a statement to Bloomberg that “money laundering charges surely would have been a centerpiece of any serious prosecution aimed at bringing [Epstein] down for good.” He added that the decision to drop the federal money laundering case as part of the government’s non-prosecution agreement was a “staggering miscarriage of justice.” “These new details only raise additional questions about Acosta’s truthfulness,” Wyden said. “The best-case scenario according to his story is that it was by incompetence rather than by choice that he allowed Epstein to go on trafficking women and girls for another decade.” Democratic Representative Robert Garcia, the ranking member on the House Oversight Committee, said in an interview that he was appalled that he’s only now learning of a money laundering investigation. “This information makes it incredibly clear that there is a massive cover-up happening right now,” he said. “It appears that DOJ is likely sitting on evidence that Epstein’s crimes were perhaps even bigger than have been publicly reported. I think this calls into question Acosta’s entire testimony.” An attorney for Acosta, Jeffrey Neiman, told Bloomberg that the existence of a financial probe would not be “inconsistent” with Acosta’s statements to the committee. “Back in 2006, the Southern District employed over two hundred attorneys and, at any given moment, conducted countless investigations. Although Mr. Acosta approved the terms of the Epstein matter, he did not direct that investigation—or any investigation, for that matter,” he said. “If evidence of financial wrongdoing existed, no agreement prevented the Department of Justice from pursuing it in the many years following Epstein’s sex-crimes prosecution.” Large amounts of cash Federal prosecutors began investigating Epstein in 2006, about a year after the Palm Beach Police Department opened a criminal investigation into a local man that teenage girls referred to simply as Jeff. In November of that year, prosecutors issued a subpoena for Epstein’s personal income-tax returns for the previous two years, documents in Epstein’s inbox show. Then, in February 2007, the money-laundering probe was opened, according to the former law enforcement official. At around the same time, prosecutors focused on a pattern of transactions in which Epstein directed some of his employees to withdraw large amounts of cash to disburse to women around the world he was suspected of having victimized—the basis for a potential charge of operating an unlicensed money-transmitting business, according to the former law enforcement official. Three months later, in May 2007, Villafaña drafted a 53-page indictment and an 82-page prosecution memo, according to a 2020 Justice Department report that examined the integrity of the federal investigation. That report described Villafaña urging her superiors to move swiftly because she believed Epstein was continuing to sexually abuse girls. Instead, the report concluded, she was stonewalled by senior officials at the office who saw her as too aggressive. (The 2020 report does not mention any financial-crime element of the probe.) The evidence Villafaña collected was serious enough that she wrote in the prosecution memo that Epstein should be charged with money-laundering and operating an unlicensed money transmitting business, according to the former law enforcement official. The indictment, a copy of which hasn’t been publicly released, was never filed and remains shrouded in secrecy. Instead, in July 2007, Villafaña and her colleague Jeffrey Sloman, the second in command at the US Attorney’s office, were directed to enter into negotiations with Epstein’s legal team on a non-prosecution agreement. Sloman didn’t respond to requests for comment. Initially, the emails and documents show, Epstein rejected prosecutors’ proposals that he plead guilty to sex crimes with a minor, register as a sex offender, pay damages to an undisclosed list of victims and spend two years in prison. A month in, the negotiations stalled. Then on Aug. 16, 2007, Villafaña requested that a grand jury issue subpoenas for Epstein’s financial records dating back to 2003. On the same day, Villafaña also sent a letter informing Epstein’s defense attorneys that she would continue investigating his finances as long as the NPA remained unsigned. That letter was detailed in a 22-page document prepared by Epstein and his lawyers that was titled “In re: Grand Jury Investigation of Jeffrey Epstein.” (Track changes in a draft of the document show Epstein made numerous edits under the initials “JEE.”) (“In other words, if the sex offense case is resolved, the Office would close its investigation into other areas as well. The matter has not been, and it does not appear that it will be, resolved so the money laundering investigation continues, and Request Number 6 [seeking records of every financial transaction conducted by Epstein and his six businesses from “January 1, 2003 to the present”] will not be withdrawn.”) Attachment: Sloman Misconduct jeffrey.doc Two weeks later, Epstein continued to reject the government’s offer and sought a meeting with Acosta, according to the documents in Epstein’s inbox. Villafaña then issued target letters to three of Epstein’s assistants informing them that their boss was now under investigation for money laundering and other financial crimes. She also dispatched agents from the Federal Bureau of Investigation to the homes of two of his secretaries. Finally, on Sept. 24, 2007, one day before Villafaña said she was prepared to indict him, Epstein signed the non-prosecution agreement. ‘this is how crazy’ The federal investigation and the money laundering probe didn’t end there. Villafaña kept both open as she worked with Epstein’s attorneys to reach an agreement on certain terms of the plea deal. Epstein was incensed. He and his attorneys took steps to back out of the agreement he’d signed. On Oct. 15, 2007, Epstein sent himself an email and attached a word document he wrote titled, “Did you know that.” The document contained 29 complaints about the federal investigation. It portrayed his victims as unreliable witnesses and drug abusers vying for his money. It cast the investigators and prosecutors as biased, inept and unethical. “She does not follow procedure to get the necessary approvals. Before subpoenaing a lawyer,” he wrote about Villafaña. He also argued that he was being unfairly targeted by the financial investigation: 20. She begins a money laundering investigation, without the necessary requirement of specified illegal funds, 21 She says she is contemplating charging a violation of a money transmitting statute, though Epstein has no such business, Attachment: did you know that 2.docx And he took note of one particular move Villafaña made: “She calls Les Wexner to inform him of the investigation.” The former law enforcement official said Villafaña contacted Wexner in an effort to get him to cooperate and provide information about Epstein, his business, his travels and his enterprise. Shortly after that conversation, Wexner took steps to end Epstein’s role as his wealth manager, the emails show. The first signs of a break-up appeared in the emails in October 2007. That’s when Epstein’s lawyer, Darren Indyke, sent him a message discussing the transfer of interests in Wexner’s Aspen ranch from one of Epstein’s entities to another controlled by Abigail Wexner, Wexner’s wife. Page from a 2003 book celebrating Epstein’s 50th birthday, released by the House Oversight Committee. It shows Les Wexner, center, with his arm around Epstein, left, and a person whose face has been redacted. Source: House Oversight Committee Over the following months, a flurry of emails shows the steps the Wexners took to reassert control over tens of millions of dollars of their assets. (In 2019, after federal prosecutors in New York charged Epstein with sex trafficking, Wexner sent a letter to his charitable foundation stating that he’d largely cut ties with Epstein around 2007 and “discovered that he had misappropriated vast sums of money from me and my family.”) As Epstein reflected on his case, his emails about it became more frantic. On Nov. 16, 2007, he sent one to Jimmy Cayne, the former chief executive of Bear Stearns, and his friend the psychiatrist Henry Jarecki to run an “initial pitch” past them that he planned to send to his attorneys. Under the subject line, “this is how crazy,” it contained a litany of grievances toward the prosecutors. From: jeffrey epstein To: jcayne@[REDACTED], henry jarecki <[REDACTED]> Date: Fri, Nov 16 2007 9:08 AM Subject: this is how crazy 1.my team consists of professionals with over 250 years of criminal experience. In an abundance of care , we have also consulted with outside ethics experts,and former justice dept officials .The clear and unanimous consensus is they find the conduct outrageous and frankly not one of them , has been able to recall seeing anything like this before.. .2 . After the state had conducted its own investigation and returned a grand jury indictment.,the federal gov't , while adamantly refusing to coordinate with the duly elected district attorney, and his sex prosecutor of 13 years, ,, engaged in a virtual extortion , to force the defendant and his counsel to go the state ,and in a wholly unprecedented step, demand , himself that he be charged with a crime greater than the state and grand jury thought appropriate. They then further demanded he obtain, from the state a sentence much greater than the state and its officials wanted., including having to register as a sex offender, a position that the state adamantly opposed. They then compounded their outrageous behavior by then demanding that Epstein pay an unnamed list of people ""alleged victims"", a minimum of 150 thousand dollars each. No matter what their actual damages. They then refused the defendant, even the right to contact these adults.or conduct his own investigation. This was demanded in exchange for the gov't not prosecuting him for crimes, that they , the feds admittedly could only make the most tenuous connection to. The ausa then suggested the defendant be required to hire one of her friends as a continency lawyer, to be paid for by the defendant to actually sue the defendant himself on behalf of a list of adults that she would only make avaliable after sentencing.. They threatened to use the sex tourism statute 2423 ( with a min mandatory sentence of 10 years) , and apply it to a man going to his home in Florida, a state where he has had a home for twenty years. They also threatened , to bring a case based on the Internet luring statute,2422 that would have to be tortured and stretched beyond all recognition to apply.( in fact there was no internet use at all). They demanded a jail sentence for someone , who had no criminal history,, no violence , drugs, no position of authority, then when they were confronted with an extensive brief as to why these statutes did not apply, they threatened to bring a money crime based on a illegal money transmitting business, even though no such business ever actually existed.. After subpoenaing his tax returns , and medical records, they then suggested a money laundering charge or a host of others including the mann act, obstruction etc. , even though they were unable to even postulate the minimum prerequisitie of a specified unlawful activity. Jarecki didn’t respond to requests for comment. Cayne died in 2021. A week later, Epstein sent himself another email with another document attached titled, “Acosta challenge.” It was intended for his attorneys to send to Acosta after they met with him. The letter criticized Villafaña, particularly her pursuit of his alleged financial crimes. Thank you for your time on wed. It was very informative. I was quite surprised to learn that both you and your office are committed to a level playing field. The horizontal equity, policy to which you referred has clearly not been exercised in this case. The policy clearly implies that a man of wealth of should be treated no differently than any of those less fortunate . That has certainly not happened here .Though many cases of a similar and even more serious nature have been resolved with a sentence of house arrest,(even the madam in the recent Kuton case) we were told that it was not available to my client, because it would be considered “mansion” arrest . My client, under investigation for a sex offense, has been asked for his income tax returns, all bank accounts, his medical records , threatened with a money laundering charge, though the minimum pre-requisite of a specified unlawful activity could not be described. , and even a money transmitting business violation , where in fact no business even existed. In addition , Marie called his largest business client directly. With no justification . Attachment: Acosta challenge.docx ‘Always be careful’ On Dec. 13, 2007, after additional attacks reflected in the emails, Villafaña responded to the accusations in a five-page letter to Lefkowitz that addressed his numerous criticisms about the government’s case. Both Acosta and Sloman were copied on the letter, which was made public in a 2016 lawsuit filed by Epstein’s victims. “Dear Jay, I am writing not to respond to your asserted ‘policy concerns’ regarding Mr. Epstein's Non Prosecution Agreement, which will be addressed by the United States Attorney,” wrote Villafaña. “But the time has come for me to respond to the ever-increasing attacks on my role in the investigation and negotiations.” In a footnote, she called out Lefkowitz for what she said were “unfounded allegations in your letter about document demands, the money laundering investigation, contacting potential witnesses, speaking with the press, and the like.” Villafaña wrote that she prepared an analysis of Epstein’s alleged money laundering and ran it by the duty attorney (a specialist prosecutor who provides authorization or legal guidance on urgent matters) at DOJ’s Asset Forfeiture and Money Laundering Section before she launched the investigation. “You also accuse me of ‘broaden[ing] the scope of the investigation without any foundation for doing so by adding charges of money laundering and violations of a money transmitting business to the investigation,’” she wrote. “Again, I consulted with the Justice Department’s Money Laundering Section about my analysis before expanding that scope. The duty attorney agreed with my analysis.” Lefkowitz didn’t respond to requests for comment. Lefcourt, another one of Epstein’s attorneys, declined to comment. In response to questions about the letters and the financial crimes investigation, Dershowitz told Bloomberg that he does not recall “any involvement” in the discussions related to allegations of money laundering. Starr died in 2022. Through the first half of 2008, members of Epstein’s legal team continued to challenge the non-prosecution agreement and question the motives and ethics of Villafaña and her colleagues. One 10-page letter, shared among Epstein and his attorneys in March 2008, was composed in the manner of a formal complaint and was addressed to H. Marshall Jarrett, the head of DOJ’s Office of Professional Responsibility. The letter closed with “Very truly yours” alongside the names of Starr and Dershowitz. (It’s unclear whether this version of the letter was sent.) In the draft obtained by Bloomberg, Epstein’s lawyers complained that Villafaña and Sloman deployed “unduly invasive” and “heavy handed” tactics, including the threat of financial-crimes charges, to pressure Epstein into making a deal. They also accused the prosecutors of trying to “harass and terrorize” Epstein by “requesting documents whose subject matter have no relation whatsoever to the allegations against Mr. Epstein including his personal tax returns, a significant number of bank records, and an array of email and computer records that would jeopardize the privacy of many of his friends and business clients.” The letter then accused Villafaña of inappropriately using information in those documents to pursue criminal charges relating to Epstein’s finances. Ms. Villafana then inexplicably broadened the scope of the investigation without any foundation for doing so. In what can only be seen as an attempt to intimidate Mr. Epstein, Ms. Villafana then added money-laundering and unlicensed wire-transmittal to the list of violations under investigation even though there was no evidence against Mr. Epstein concerning these charges. Attachment: opr draft 1.doc The letter also said prosecutors behaved contrary to professional norms by using the grand jury to “discover irrelevant financial information about Epstein” and improperly “called Mr. Epstein’s largest and most valued business client without any basis to inform him of the investigation in an effort to poison Mr. Epstein’s reputation in the business community.” (The letters do not cite Wexner by name. Epstein wrote in an email and a separate document that the call was made to Wexner.) On May 31, 2008, Epstein sent his attorneys an email, asking them to mention the money laundering probe among other items in a letter they were drafting for then-Deputy Attorney General Mark Filip to demand a high-level review of the case. The 2020 DOJ report says Filip delegated another senior DOJ official to deal with the letter. (That official concluded that there was no cause to intervene, according to a document made public in 2017.) Epstein’s relentlessness paid off. Prosecutors made several concessions during settlement talks following months of tense negotiations. On June 30, 2008, Epstein pleaded guilty to two sex charges in state court. It was nine months after he’d signed the non-prosecution agreement that allowed him to escape federal charges, serve a reduced jail sentence and shield his co-conspirators from prosecution. The deal also brought the government’s investigation into Epstein's finances to a halt. According to the former law enforcement official, the money-laundering probe remained open until the day of Epstein’s guilty plea. Four days before he reported to prison, Epstein received an email from Wexner, whose wife had updated him about Epstein’s situation.


TORONTO ONLY SAW 53 NEW CONDO SALES BUT PRICES CLIMBED—HERE’S WHY

Better Dwelling (2025-10-31)

The Greater Toronto new home benchmark is based on developer asking prices, not the sold price.


OSFI EASES BANKS’ CRYPTO LIMITS

Investment Executive (2025-10-31)

Under the revised guidelines, the regulator said financial institutions’ gross exposure to so-called “group 2” crypto assets — this refers to assets such as bitcoin, ether and other cryptocurrencies, and coins that aren’t backed by underlying assets — will now be limited to 5% of tier 1 capital, up from


CROSS-BORDER BANK CREDIT GREW IN Q2: BIS

Investment Executive (2025-10-31)

Cross-border credit to the financial sector was concentrated among borrowers in a few locations, the BIS said — with borrowers in the Cayman Islands, the U.S.,


SIGNS OF STRESS IN HOUSEHOLD CREDIT, BUT NO CRISIS: CIBC

Investment Executive (2025-10-31)

“That pace of growth is less due to increased number of borrowers and more due to an increase in the average loan size,” the report said, adding that while there’s strong growth among Gen Z borrowers, credit demand by Baby Boomers is contracting.


EVEN WITH BOC’S RATE CUT, CANADIAN HOMEBUYERS EXPECTED TO REMAIN ON SIDELINES

G&M - SALMAAN FAROOQUI (2025-10-30)

The Bank of Canada’s rate cut Wednesday is expected to have a muted impact on some of Canada’s largest real estate markets, as high prices and a glum economic outlook continue to hold back potential buyers. The


BCE CHAIR GORD NIXON STEPPING DOWN, JOINING U.S. FINTECH FISERV

G&M (2025-10-30)

Former banking executive Gordon Nixon is leaving his longtime role as chairman of telecom BCE Inc.


CANADA’S FENTANYL CZAR ADMITS UNDERESTIMATING SCALE OF OPIOID CRISIS

G&M (2025-10-30)

Kevin Brosseau says he didn’t fully appreciate the scale and scope of the synthetic-opioid crisis before becoming Canada’s fentanyl czar. The


NATIONAL BANK SHUFFLES EXECUTIVE RANKS WITH NEW HEAD OF PERSONAL BANKING

Yahoo Finance (2025-10-30)

The bank says Julie Lévesque, executive vice-president of information technology and operations, will become executive vice-president of personal banking.


TRUMP SHAVES CHINA TARIFFS AFTER 'AMAZING' XI MEETING

Reuters (2025-10-30)

Xi will work "very hard to stop the flow" of fentanyl, a deadly synthetic opioid that is the leading cause of American overdose deaths, Trump said.


CANADA IN A ‘STRUCTURAL PRODUCTIVITY CRISIS’: ECONOMISTS REACT TO SECOND BOC RATE CUT

BNN (2025-10-30)

“I think we’re lowering interest rates because the economy is under immense strain.”


BANK OF CANADA GOVERNOR SAYS AI COULD BE BOTH GOOD AND BAD FOR CANADA’S ECONOMY

BNN (2025-10-30)

Macklem says AI could have the sort of impact the introduction of computers and the internet did on global commerce and standards of living.


NO SURPRISES HERE WITH VISA EARNINGS: SVENSSON

BNN (2025-10-30)

Nate Svensson, senior equity research analyst at Deutsche Bank, joins BNN Bloomberg to discuss Visa earnings as they beat Q4 expectations.


BANK OF CANADA CUTS RATES, PRIORITIZING SURVIVAL OVER INFLATION CONTROL

Better Dwelling (2025-10-30)

The BoC’s justification here is they expect the drivers of inflation to be tempered by collapsing economic activity.


TEXT OF THE BANK OF CANADA’S LATEST INTEREST RATE DECISION

Investment Executive (2025-10-30)

With the effects of U.S.



FINANCIAL CRIME WATCHDOG ISSUES RECORD NUMBER OF FINES FOR LATEST FISCAL YEAR

G&M (2025-10-30)

Canada’s financial crime watchdog has levied the largest number of penalties in its history against companies that failed to comply with anti-money-laundering laws, with the fines for its most recent fiscal year totalling $25-million. The


VARIABLE-RATE MORTGAGES ARE MAKING A COMEBACK, BUT SOME ECONOMISTS ARE ALREADY PREDICTING RATE HIKES

G&M - SALMAAN FAROOQUI (2025-10-30)

For months now, the conversation around interest rates has focused on how low they will go and when we’ll get there. On


BANK OF CANADA SET TO ANNOUNCE KEY RATE DECISION, PUBLISH NEW FORECASTS

Yahoo Finance (2025-10-29)

The Bank of Canada will make its rate decision without a full picture of federal government finances as Ottawa intends to table its fall budget next week.


TRUMP AGAIN TARGETS FED'S POWELL ON INTEREST RATE CUTS

Yahoo Finance (2025-10-29)

"We're not going to have a Fed that’s going to raise interest rates because they’re worried about inflation in three years from now," Trump added, possibly conceding that inflation could accelerate eventually.


UK MORTGAGE APPROVALS JUMP TO HIGHEST SINCE 2024, BOE SAYS

Bloomberg (2025-10-29)

Britain’s high-street lenders green-lighted the largest number of home loans since the end of 2024, a sign that housing demand is stabilizing despite worries of potential tax rises in Labour’s upcoming budget. The


CAD: BOC TO CUT 25BP TODAY – ING

BOC (2025-10-29)

"Markets are largely pricing in a cut, but it will be hard for the BoC to shut the door to more easing given the worsening trade picture.


TD BANK SPONSORED THE BLUE JAYS FOR 20 TUMULTUOUS YEARS. THE WORLD SERIES CHANGED EVERYTHING

G&M (2025-10-28)

Toronto-Dominion Bank’s TD-T patience is paying off.


AMAZON PLANNING TO CUT UP TO 30,000 CORPORATE JOBS, SOURCES SAY

G&M - Greg Bensinger (2025-10-28)

is planning to cut as many as 30,000 corporate jobs beginning on Tuesday, as the company pares expenses and compensates for overhiring during the peak demand of the pandemic, according to three people familiar with the matter. The


MICHAEL, 34, SAYS SOLDIERS FIND IT HARD TO BUY HOMES

G&M - SAIRA PEESKER (2025-10-28)

Annual income: $78,000 from salary, $16,800 from location bonus Debt: $0 Savings: $6,000 in savings account, $100,000 in tax-free savings account (TFSA), $65,000 in registered retirement savings plan What he does: Canadian Armed Forces desk job Where he lives: Ottawa Top financial concern: “How expensive everything has gotten.



TD LAYS OFF STAFF, STAGGERS RETURN-TO-OFFICE DATES FOR SOME WORKERS

G&M - Stefanie Marotta (2025-10-28)

Toronto-Dominion Bank TD-T is laying off staff and staggering its four-day return-to-office mandate as the lender continues to cut costs to address remediation efforts stemming from its anti-money-laundering failings. In


VERSABANK UNVEILS BRANDING FOR PROPREITARY DIGITAL DEPOSIT RECEIPTS: VERSABANK REAL BANK DEPOSIT TOKENS™ REFLECTS CRITICAL ADVANTAGE OF ISSUANCE BY A FEDERALLY LICENSED BANK

VersaBank (2025-10-28)

VersaBank Real Bank Deposit Tokens™ were developed in conjunction with law enforcement as a trusted alternative to stablecoins for mainstream financial applications, including efficient payments, addressing the rapidly growing propensity of consumers and businesses to hold assets in e-wallets and engage in financial transactions digitally.


BANK OF CANADA EXPECTED TO CUT RATES AGAIN AS TRADE TURBULENCE PERSISTS

G&M (2025-10-27)

The Bank of Canada is widely expected to cut interest rates again this week, with the fragile business climate and a new bout of trade uncertainty predicted to outweigh concerns about an uptick in inflation. After


TRUMP SAYS IT WILL BE ‘A LONG TIME’ BEFORE HE MEETS CARNEY

G&M (2025-10-27)

Donald Trump says he won’t be meeting Prime Minister Mark Carney for some time after a falling-out between the two countries over an Ontario government TV ad that criticized the U.S.


TARGET TO ELIMINATE 1,800 CORPORATE JOBS AS IT PUSHES TO REBUILD CUSTOMER BASE

G&M (2025-10-27)

Target said Thursday that it is eliminating about 1,800 corporate positions in an effort to streamline decision-making and accelerate initiatives to rebuild the flagging discount retailer’s customer base. About


A GOLD CRASH EVERYONE SAW COMING LURES BARGAIN HUNTERS WORLDWIDE

Yahoo Finance (2025-10-27)

Gold prices plunged by as much as 6.3%


SEPTEMBER CPI: INFLATION COMES IN LOWER THAN EXPECTED BUT HOLDS FIRM NEAR 3%

Yahoo Finance (2025-10-27)

Friday's report was delayed by the ongoing government shutdown, now the second-longest shutdown in US history, with no end in sight.


US-CHINA AGREE ON FRAMEWORK FOR TRADE DEAL

Yahoo Finance (2025-10-27)

The US and China have agreed the framework of a potential trade deal that will be discussed when Presidents Trump and Xi meet on Thursday.


ARGENTINA INVESTORS POISED FOR RALLY AFTER MILEI LANDSLIDE WIN

Yahoo Finance (2025-10-27)

“The scale of Milei’s victory ranks at the most optimistic end of pre-election expectations,” Alejo Czerwonko, chief investment officer for EM Americas at UBS Global Wealth Management.


TRUMP ANNOUNCES ADDITIONAL 10-PER-CENT TARIFF ON CANADA OVER ONTARIO AD

BNN (2025-10-27)

A New York Times analysis of the ad and the original speech, published on Saturday, concluded while the ad reordered some of the parts of the 1987 speech, it did not misrepresent or alter what Reagan said.


BANKS ROCKED BY ‘EXTREME’ CAR LOAN COSTS GEAR UP FOR FCA FIGHT

Bloomberg (2025-10-27)

The UK’s biggest banks are gearing up for yet another fight with regulators over how they’ll compensate consumers who were missold car loans — even after they set aside an additional £1.5


STABLECOINS VERSUS CBDCS: THE SHOWDOWN OVER THE FUTURE OF MONE

Bloomberg (2025-10-27)

With more consumers abandoning physical cash and the US under President Donald Trump throwing its weight behind cryptocurrencies, monetary authorities are under pressure to evolve.


GLOBAL BANKS BOLSTER CAPITAL POSITIONS

Investment Executive (2025-10-27)

“Currently, the Tier 1 capital ratios are higher in Europe than in the Americas and the rest of the world,” the report said — however, most of the improvement in the second half came from banks in the Americas, which reported greater profit growth.


JPMORGAN ACCUSES CHARLIE JAVICE OF MORE FRAUD. THIS TIME OVER HER LEGAL BILLS.

WSJ (2025-10-27)

On Friday, the biggest bank in America asked a Delaware judge to reverse an order requiring it to front the legal bills for Javice, the entrepreneur who was convicted of defrauding the bank in March.


HSBC BOOKS $1.1 BILLION PROVISION RELATED TO MADOFF CASE

WSJ (2025-10-27)

HSBC HSBA -0.87%decrease;


ECONOMISTS DIVIDED ON IMPACT OF YUAN INTERNATIONALISATION EFFORTS

Central Banking (2025-10-27)

September was a busy month for renminbi internationalisation efforts, as the monetary authorities of mainland China and Hong Kong made several announcements that referenced boosting the Chinese currency globally as among their core aims.


BIG BANKS CASH IN ON WELL-HEELED BORROWERS

WSJ (2025-10-27)

Wealthier consumers are pulling the economy forward right now.


THE BNPL STORY EVERYONE’S GETTING WRONG

Pymnts (2025-10-27)

Now it’s 2025, and the media has simply found a new villain: Buy now, pay later.


OSFI 2025 ANNUAL UPDATE LETTER

OSFI (2025-10-27)

2025 annual update letter, templates and instructions for Deposit-taking Institutions (DTIs) have now been posted on OSFI’s website.


WHAT A SWELLING FEDERAL DEFICIT COULD MEAN FOR CANADA'S AAA CREDIT RATING

Yahoo Finance (2025-10-27)

The country’s debt-to-GDP ratio is also expected to increase rather than slow as previously pledged in the fiscal economic statement released last December during the final days of Justin Trudeau’s tenure.


WEALTHSIMPLE ANNOUNCES ITS RAISING UP TO $750M IN NEW CAPITAL TO ACCELERATE GROWTH

Yahoo Finance (2025-10-27)

The equity raise will bring its valuation to $10 billion upon completion.


EXONERATED TRADER TOM HAYES SUES UBS FOR $400 MILLION OVER LIBOR ACCUSATIONS

Yahoo Finance (2025-10-27)

Tom Hayes, the former trader who was a face of the global Libor-rigging scandal before his conviction was overturned in July, sued his former employer UBS for more than $400 million, saying the Swiss bank cast him as the "evil mastermind" of the scandal to shield itself.



CANADA PENSION FUND SUED BY YOUNG PEOPLE OVER CLIMATE RISKS

Bloomberg - Olivia Raimonde and Layan Odeh (2025-10-27)

The Canada Pension Plan Investment Board was sued by a group of young people who claim the pension fund is putting their benefits in jeopardy by mismanaging climate-related financial risks. Aliya


CANADIAN IMMIGRATION DIDN’T TANK (OR HELP) THE ECONOMY: CIBC

Better Dwelling (2025-10-27)

“Challenges to growth and investment spending [were] more tied to a post-pandemic hangover, monetary policy tightening and low commodity prices,” says Jaffery.


U.S. BANK SECTOR THRIVED IN Q3: FITCH

Investment Executive (2025-10-27)

Aggregate net interest income was up by 5.1%


JPMORGAN TO ALLOW BITCOIN AND ETHER AS COLLATERAL IN CRYPTO PUSH

Yahoo Finance - Emily Nicolle (2025-10-24)

The program, offered globally, will rely on a third-party custodian to safeguard the pledged tokens, according to people familiar with the matter.


TRUMP TERMINATES CANADA TRADE TALKS

Yahoo Finance (2025-10-24)

President Trump said he would immediately stop all trade negotiations with Canada due to a Canadian advertisement against his signature tariffs plan which features the voice of former President Ronald Reagan.


BANK OF ENGLAND CHIEF TOPS 2026 POWERLIST AS UK'S MOST INFLUENTIAL BLACK PERSON

BBC - Adina Campbell (2025-10-24)

The BoE executive director topped the 2026 Powerlist, which recognises the most powerful people of African, African Caribbean, and African American heritage in the UK.


BLACKSTONE SAYS ERA OF BUMPER PRIVATE-CREDIT RETURNS HAS ENDED

FT (2025-10-24)

Blackstone has said the era of excess returns in private credit has ended, with a golden age of mid-teens returns on private lending having given way to more muted investment results. The


LLOYDS PROFITS PLUNGE 40% ON CAR FINANCE SCANDAL

FT (2025-10-24)

Lloyds Banking Group’s profits tumbled almost 40 per cent to £1.2bn


WHAT CREDIT-CARD TRENDS TELL US ABOUT THE U.S. CONSUMER, IN CHARTS

WSJ - Imani Moise Follow and Ben Glickman (2025-10-24)

Americans may feel worse about the economy, but they are still wielding their credit cards with confidence. An


LLOYDS BANKING GROUP BEATS VIEWS DESPITE CAR-LOAN PROVISION HIT

WSJ (2025-10-24)

Lloyds Banking Group LLOY 1.16%increase;


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SCOTIABANK SAYS TECHNICAL GLITCH THAT DISRUPTED DIRECT DEPOSIT, CHEQUE PAYMENTS HAS BEEN RESOLVED

G&M (2026-01-28)

“We are deeply sorry for the inconvenience the earlier technical issue has had on our clients, and sincerely appreciate their patience as we worked through this,” Ms.


CAN THE FEDERAL BUDGET REALLY SPUR $500-BILLION IN PRIVATE-SECTOR BUSINESS INVESTMENT?

G&M - James Bradshaw, Mark Rendell (2025-11-06)

Business and investment leaders said the federal budget’s focus on spurring $500-billion of private-sector investment by 2030 sets the right tone, but reaching that target will hinge on whether Ottawa creates the right conditions to see projects through. A


FEDERAL BUDGET 2025: PLAN FOR STABLECOIN RULES TO USHER IN CANADA’S ‘DIGITAL DOLLAR ERA,’ ADVOCATES SAY

G&M - Mariya Postelnyak (2025-11-06)

Stablecoin companies and advocates are hailing Ottawa’s new federal framework for the digital currency as a milestone in legitimizing the asset and the start of “the digital dollar era” in Canada. The


FEDERAL BUDGET 2025: OTTAWA TAKES AIM AT BANKING SECTOR WITH MEASURES TO BOOST COMPETITION

G&M - Stefanie Marotta (2025-11-06)

The federal government is tackling Canada’s concentrated banking industry with measures in the federal budget to boost competition by making it easier to switch lenders, regulating stablecoin, lowering fees and reducing hurdles for smaller lenders. Calls


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ELON MUSK COULD BECOME WORLD’S FIRST TRILLIONAIRE AS TESLA SHAREHOLDERS APPROVE NEW PAY PACKAGE

The world’s richest man was just handed a chance to become history’s first trillionaire. Elon Musk won a shareholder vote on Thursday that would give the Tesla TSLA-Q CEO stock worth US$1-trillion if he hits certain performance targets over the next decade. The vote followed weeks of debate over his management record at the electric car maker and whether anyone deserved such unprecedented pay, drawing heated commentary from small investors to giant pension funds and even the pope. In the end, more than 75 per cent of voters approved the plan as shareholders gathered in Austin, Texas, for their annual meeting. “Fantastic group of shareholders,” Musk said after the final vote was tallied, adding “Hang on to your Tesla stock.” U.S. Democrats release schedules showing Epstein planned to meet Musk, Thiel Tesla to award Elon Musk $1-trillion if company achieves some lofty targets The vote is a resounding victory for Musk showing investors still have faith in him as Tesla struggles with plunging sales, market share and profits in no small part due to Musk himself. Car buyers fled the company this year as he has ventured into politics both in the U.S. and Europe, and trafficked in conspiracy theories. The vote came just three days after a report from Europe showing Tesla car sales plunged again last month, including a 50 per cent collapse in Germany. Still, many Tesla investors consider Musk as a sort of miracle man capable of stunning business feats, such as when he pulled Tesla from the brink of bankruptcy a half-dozen years ago to turn it into one of the world’s most valuable companies. The vote clears a path for Musk to become a trillionaire by granting him new shares, but it won’t be easy. The board of directors that designed the pay package require him to hit several ambitious financial and operational targets, including increasing the value of the company on the stock market nearly six times its current level. Musk also has to deliver 20 million Tesla electric vehicles to the market over 10 years amid new, stiff competition, more than double the number since the founding of the company. He also has to deploy 1 million of his human-like robots that he has promised will transform work and home – he calls it a “robot army” – from zero today. Musk could add billions to his wealth in a few years by partly delivering these goals, according to various intermediate steps that will hand him newly created stock in the company as he nears the ultimate targets. That could help him eventually top what is now considered America’s all-time richest man, John D. Rockefeller. The railroad titan is estimated by Guinness World Records to have been worth US$630-billion, in current dollars, at his peak wealth more than 110 years ago. Musk is worth US$493-billion, as estimated by Forbes magazine. Musk’s win came despite opposition from several large funds, including CalPERS, the biggest U.S. public pension, and Norway’s sovereign wealth fund. Two corporate watchdogs, Institutional Shareholder Services and Glass Lewis, also blasted the package, which so angered Musk he took to calling them “corporate terrorists” at a recent investor meeting. Critics argued that the board of directors was too beholden to Musk, his behaviour too reckless lately and the riches offered too much. “He has hundreds of billions of dollars already in the company and to say that he won’t stay without a trillion is ridiculous,” said Sam Abuelsamid, an analyst at research firm Telemetry who has been covering Tesla for nearly two decades. “It’s absurd that shareholders think he is worth this much.” Supporters said that Musk needed to be incentivized to focus on the company as he works to transform it into an AI powerhouse using software to operate hundreds of thousands of self-driving Tesla cars – many without steering wheels – and Tesla robots deployed in offices, factories and homes doing many tasks now handled by humans. “This AI chapter needs one person to lead it and that’s Musk,” said financial analyst Dan Ives of Wedbush Securities. “It’s a huge win for shareholders.” Investors voting for the pay had to consider not only this Musk promise of a bold, new tomorrow, but whether he could ruin things today: He had threatened to walk away from the company, which investors feared would tank the stock. Tesla shares, already up 80 per cent in the past year, rose on news of the vote in after-hours trading but then flattened basically unchanged to US$445.44. For his part, Musk says the vote wasn’t really about the money but getting a higher Tesla stake – it will double to nearly 30 per cent – so he could have more power over the company. He said that was a pressing concern given Tesla’s future “robot army” that he suggested he didn’t trust anyone else to


THE GOOD AND BAD NEWS WITH OTTAWA’S RISING DEBT CHARGE BURDEN

For those who worry about the sustainability of Canada’s debt load, there was a blip of good news in the budget released Tuesday: relative to the size of the economy, federal interest payments this past fiscal year were actually slightly lower than what had been forecast in last December’s fall economic statement. Going forward, it’s a different story. Public debt charges – the costs of servicing the federal debt – are forecast to climb steadily over the next five years, jumping 42.5 per cent to $76-billion in 2029-30. As it is, the government paid more to service its debt last fiscal year ($53.4-billion) than it sent to the provinces for health transfers ($52.1-billion). Five years from now debt charges are forecast to be equal to 90 per cent of all the money Ottawa sends to the provinces in health and social transfers combined. The reason for the rise is a combination of steeper interest rates and increased spending – the budget showed a deficit of $78.3-billion, an 86-per-cent jump from the most recent projection. Returning to good news, the projected debt cost burden five years from now of 2.1 per cent of GDP is still below the nearly 60-year average of 3.1 per cent, and far shy of the 6.5-per-cent peak reached in 1991. But the budget projections also depend on economic growth meeting estimates, there being no new increases in deficit spending, and for long-term interest rates to remain stable. With three more years left in Donald Trump’s presidency, and the North American trade deal under threat as talks kick off next year, one or all of those factors could still be put to the test.


FEDERAL BUDGET 2025: OTTAWA TAKES AIM AT BANKING SECTOR WITH MEASURES TO BOOST COMPETITION

The federal government is tackling Canada’s concentrated banking industry with measures in the federal budget to boost competition by making it easier to switch lenders, regulating stablecoin, lowering fees and reducing hurdles for smaller lenders. Calls to improve competition in Canada’s financial-services sector have been mounting amid concerns over the sluggish economy and the blow from U.S. tariffs. As part of his budget, Prime Minister Mark Carney is taking a swing at cracking open the banking market. In a bid to reduce barriers to switching banks, Ottawa has set a timeline to introduce open banking legislation next year. By mid-2027, the federal government said it will allow consumers to authorize third parties to switch accounts, pay bills and take other actions on their behalf. A new set of open-banking rules would enable financial institutions to exchange information more efficiently and securely. This would provide consumers with more control over how they share their financial data with other institutions, making it easier for them to switch banks. The regime has faced several delays since development began in 2018, and Canada has fallen far behind its peers. Britain introduced open banking in 2017 and Australia followed in 2019. Last year, the U.S. introduced its own proposed rules. This budget is a Trump survival plan. Here are the highlights Providing fintech companies with the ability to not only view a customer’s data but to take action on transactions is a significant update. Initially, it was believed that the rollout of open banking would launch with read-only access to data, allowing fintech companies to view customer information but not act on it. Instead, the government said it will roll out the regime by allowing new entrants to initiate transactions on behalf of customers. “Data is just the first step, but to be able to actually do something with that data, that’s where it moves the dial,” said Abraham Tachjian, Brim Financial Inc.’s chief regulatory affairs officer and Canada’s former open banking lead. “Whether it’s moving money from one account to another, or a variety of other applications that come with the ability to access a person’s account, analyze information, and then do something with that information and move money to their benefit.” The budget also revealed that Ottawa has transferred responsibility for the open banking regime to the Bank of Canada. In April, 2024, Ottawa tapped the Financial Consumer Agency of Canada (FCAC) to administer and enforce open banking legislation. Ottawa targets non-compete agreements at banks, telcos and other federally regulated companies Concerns mounted among many fintech companies that implementation would face further barriers because the FCAC has a mandate to focus on consumer protection rather than innovation. In recent years, the Bank of Canada has gradually assumed more responsibility for regulation of new financial services systems, including a new regime for payments technology companies and real-time rail infrastructure. “They have a deep bench of talent at the Bank of Canada and they have a good track record of implementation,” said Fintechs Canada executive director Adriana Vega. “For us, it’s a welcome change.” In October, Bank of Canada senior deputy governor Carolyn Rogers referred to the banking sector as an oligopoly. Canada’s big six banks – Royal Bank of Canada RY-T, Toronto-Dominion Bank TD-T, Bank of Nova Scotia BNS-T, Bank of Montreal BMO-T, Canadian Imperial Bank of Commerce CM-T and National Bank of Canada NA-T – collectively hold more than 90 per cent of all banking assets. Peter Routledge, who heads the Office of the Superintendent of Financial Institutions, has also endorsed the need to support innovation and loosen the barriers to entry. “I’ve never seen this level of chattiness” on competition, Ms. Vega said. “They’re all singing from the same songbook on competition, and you see that in the budget. It’s a very clear signal.” The budget also proposes lowering banking fees and reducing barriers for smaller banks and credit unions. Federal budget 2025: Plan for stablecoin rules to usher in Canada’s ‘digital dollar era,’ advocates say Ottawa committed to banning or increasing transparency on certain fees, including costs tied to transferring investment accounts from one institution to another. It said the FCAC will prepare a report on fees charged by banks. To spur growth among small financial institutions and boost access to capital, Ottawa proposed raising the public holding requirement threshold to allow smaller banks to grow more before having to amend their ownership structure. Ottawa is also introducing measures for the regulation and enforcement of stablecoin, a type of digital token pegged to a fiat currency used to send payments more quickly and with fewer fees. The proposal follows moves by the U.S. Congress, which passed a bill dubbed the Genius Act in July to create a regulatory framework for stablecoins. “The launch of the Genius Act means that the U.S. has very actively taken a position and is moving aggressively forward in terms of setting up that regulatory framework,” said Sonia Baxendale, chief executive officer of the Global Risk Institute. The budget also proposes enabling the regulation of payment service providers that use stablecoin. Currently, they are regulated as securities, which require restrictive rules that make it difficult to use the cryptocurrency for daily transactions. In June, Shopify Inc. launched a stablecoin payment option for merchants using USDC, which is backed by U.S.-dollar reserves. “The concern is the convenience of stablecoins could outweigh the inconvenience of operating in U.S. dollars,” said Timothy Lane, Global Risk Institute executive in residence and former Bank of Canada deputy governor. “If that happens, then we could end up seeing a lot of transactions in Canada taking place using a form of money that is U.S.-dollar denominated.”



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