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@bobmackin

Canadian and Chinese anthems at Tsawwassen Mills' Year of the Rabbit-eve event, with Conservative Sen. Victor Oh, Burnaby Coun. James Wang, PLA veteran Tiger Yuan and Yang Shu, Xi Jinping's top B.C. diplomat. No Delta or Tsawwassen First Nation politicians. #LNY #vanRE #bcpoli

Tsawwassen Mills' parent company is Central Walk, owned by Weihong Liu, who is reported to be a billionaire and boasts membership in several #CCP entities. #vanRE #bcpoli #cdnpoli

Main sponsor Canadian Alliance of Chinese Associations is a Richmond umbrella organization that works hand in hand with the Overseas Chinese Affairs Office at the PRC consulate, which oversees #CCP activities in B.C. #ufwd #cdnpoli #bcpoli

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Cantillon Consulting

@CantillonCH

Thanks to @GeoffCutmore, @cnbcKaren & the #SquawkBox team for having me on this morning's show.

We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.

Slide deck follows:-

1/14

Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
2/14

The bet is that #energy cannot *possibly* rise as far and fast this year as last, but what about all the other inputs? To what extent are these and other costs yet to be passed on?

#PPI #CPI

3/14

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