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.