Insights
The Loonie Hour.
Original analysis on the Canadian economy, global macro and investment strategy, published on the Loonie Hour Substack. The latest posts are gathered below; each one links through to the full article.
From the Substack
Fresh thinking on Canada and the world
The Loonie Hour is Canada’s leading macroeconomic and real estate podcast exploring newsworthy events across global capital markets and how they impact the lives of everyday Canadians. Our Substack goes deeper — long-form analysis, data-driven commentary, and the unvarnished truth about the forces shaping Canada’s economic future.
August 13, 2026
3 Charts Every Canadian Should See This Month
Canada’s labour market is on the up. This comes amid economic stagnation, suggesting there is less economic slack than previously thought.
Read the full postAugust 7, 2026
Japan’s Currency Crisis Is Coming for Canadian Rates
U.S. Treasury Scott Bessent just intervened in the yen. Here's why it matters more than you think.
Read the full postAugust 2, 2026
Tiff Macklem Can’t Save Canada, and He Knows it.
Trapped between a sinking Loonie, rising bond yields, and a $500B debt wall, the Bank of Canada has no good moves left.
Read the full postJuly 25, 2026
Is Canada Becoming a Nation of Renters?
Homeowner construction has fallen to a 27-year low while rental builds hit record highs.
Read the full postJuly 15, 2026
The Most Important Charts for Canadians Right Now
Knowledge is power. Yet for Canadians, there is a dearth of high-quality economic and market resources that are available and accessible. It is time we change that.
Read the full postJuly 6, 2026
Winning Votes, Losing the Economy: Canada Has No Where Else To Go
There are growing parallels between the economies of the Canada and the U.K. The latest might be the most consequential; Brexit.
Read the full postJune 26, 2026
Canada's Big Short Moment
The Great condo bailout has arrived. The government will buy unsold condos and convert them to rent to own program. Will it be enough?
Read the full postJune 20, 2026
Canada's Population Reversal: What Makes Rentals Tank, and Resales Hold?
Population growth continues to course-correct following years of destructive policies under the Trudeau government
Read the full postJune 15, 2026
The Canadian Media Needs to Grow Up
The Canadian media continues to ask the wrong question. The recession debate is a distraction.
Read the full postJune 6, 2026
Saturday Night Bingo: The Lie Behind "Balanced" Funds
In the bingo hall, you know you’re playing with luck. But the wealth industry tends to force the average person to do the same with their retirement.
Read the full postMay 30, 2026
Beyond Guilbeault: Canada’s Energy Renaissance Starts Now
With Steve Guilbeault's resignation, Canada can finally turn the page on a wasted decade and make peace with what it is.
Read the full postMay 24, 2026
Canada’s job market looks fine on paper. In reality, it’s getting ugly.
Headline trend hides sharp regional divergence
Read the full postMay 7, 2026
Are You Sitting on Broken Bonds?
Bonds have become return-free risk. Millions of Canadians are unknowingly exposed to them through balanced funds. It's time to find out if you're one of them.
Read the full postMay 2, 2026
Is Canada Sleepwalking into a Debt Crisis?
Forever Deficits and Fuzzy Math Are Sending Canada Down a Dangerous Path
Read the full postApril 24, 2026
Walking Away: Is Defaulting Now the Right Move?
Why strategic default is turning from a "moral failure" into a mainstream financial strategy (revised).
Read the full postApril 17, 2026
Free Money, Falling Rents: The CMHC Situation
A look at the record-breaking rental boom that’s heading straight for a record-breaking crash.
Read the full postApril 9, 2026
The Disappearance of the Canadian Dream: 9 Charts That Visualize Our Decline
Because 'just work harder' doesn't work when the math is broken. A data-heavy look at why the rules of the Canadian economy have changed for the next generation.
Read the full postApril 3, 2026
Canadians Must Prepare for Higher Food Prices
A prolonged war between the U.S., Israel and Iran, will push up food prices around the world, and at home.
Read the full postMarch 26, 2026
Oil Shocks, Inflation & Recessions
Canadian inflation dipped in February. Expect the respite to be short-lived.
Read the full postMarch 18, 2026
The Great Canadian Divergence
Small business optimism hits a multi-year high, but under the surface, the labour market is cracking and youth unemployment is at a 35-year high.
Read the full post
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