If Canadian pension funds reallocate from US stocks to Canadian infrastructure, they become buyers of the Canadian dollar instead of sellers, removing the marginal seller in the currency and causing the looney to appreciate significantly.
causalpending
Speaker
Louie VivianoEvidence Quote
“As such, when they do that, by the way, that will be super bullish the looney because there will be no more sellers of the Canadian dollar. The Canadian pension funds have been natural sellers of the Canadian dollar for years and years as they exported money into the US if instead of being sellers of the Canadian dollar, they turn into buyers.”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 6:49:36 AM
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