Rising Canadian household debt
The Canadian household debt service ratio rose to 14.87% in Q4 2018, a shade below the all-time high of 14.88% set back in the Q4 2007. Interest paid by Canadian households is closing in on $100 billion per year, and was up $10.5 billion in 2018.
US labour stats
No obvious signs of overheating in US wage growth
This is thanks to the baby boomers demographic who are reluctant to change jobs for higher wages.
US asset flows
Hedge funds now represent almost 33% of trade volumes in the US
ETF money flowing to safety in early 2019