According to The Kobeissi Letter, Canada's population has grown by over 9% since 2020, while Real GDP per worker has declined by approximately 2% during the same period. This economic strain is exacerbated by a housing shortage, with prices increasing over 300% since 2000. Tariffs are cited as a critical factor worsening the economic situation.

According to The Kobeissi Letter, there is a near-perfect correlation between population growth in Canada and rent inflation. This situation, compounded by tariffs and a potential rebound in inflation, suggests worsening economic conditions. The analysis implies that these factors may necessitate a major economic restructuring in Canada, which could impact trading strategies related to real estate and currency markets.

According to @KobeissiLetter, population growth in Canada and rent inflation have shown a near-perfect correlation, posing significant implications for the trading markets. The introduction of tariffs and a predicted rebound in inflation could exacerbate economic conditions, signaling the need for strategic restructuring. Traders should monitor these developments closely as they could influence market dynamics and investment strategies.

According to The Kobeissi Letter, Canada's population growth of over 9% since 2020 contrasts with a decline of approximately 2% in Real GDP per worker. This economic strain is exacerbated by a housing shortage leading to a 300% increase in prices since 2000, with tariffs further compounding the economic pressures.