Featuring Keith Dicker, Steve Saretsky, and Richard Dias

The Loonie Hour

The Loonie Hour is a Canadian based global macro and geopolitical podcast covering newsworthy events across the globe and how they will impact Canadians.

July 19, 2024

Markets Calling for More Rate Cuts from the Bank of Canada

Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelter inflation could bring CPI even lower. More pain to come for Real Estate developers. Political volatility is increasing. The dealth ESG and DEI?…

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July 12, 2024

An Exodus of Capital Threatens the Chinese Economy – W/ guest Michael Nicoletos

Foreign direct investment has turned negative in China as capital leaves. The property market in wobbling and threatens to bring deflation to the rest of the world. The devalued Japanese Yen is creating headaches for the Chinese manufacturing sectior. What are the implications for Canadians?…

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July 5, 2024

The Housing Bubble is Slowly Deflating

Home sales in Vancouver and Toronto plummet. Policy makers are doubling down on bad policy. Stories of financial stress are mounting. ISM services index fallls to levels last seen during the depths of the pandemic. The presidential election heats up.

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June 21, 2024

Record Short Position on the Canadian Dollar

Cities are taking housing accelerator funds and then raising development fees to crush supply. Canada’s population surges again. Living standards have not improved in 7 years. Government muzzles oil and gas companies from promoting fossil fuels. Speculators have a record short position on the Loonie.

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June 14, 2024

Hawkish Powell Says Fed Will Only Cut Rates Once

US CPI data came in softer than expected but that didn’t sway the fed. Projections now call for one cut this year. Producer prices are outright declining. Canadian housing can’t be fixed, surging taxes killing development. The pendulum is swinging to the right as voters reject the status quo.

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May 31, 2024

Canadian Households Need to Adjust to Higher Mortgage Rate – w/ guest Doug Porter

We are joined by BMO’s chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don’t expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada, but not the United States. Weak investment in Canada to continue with capital gain increases.

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May 24, 2024

Inflation Drops Ahead of Bank of Canada Meeting

CPI Drops back within the Bank of Canada’s target range, will it be enough for a cut in June? Population growth surges with some cities growing more than 6%. Air BnB bands will hit the tourism sector in some Canadian cities.

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May 17, 2024

Markets Melt Higher as Economic Data Weakens

US CPI cooled last month, along with retail sales. Canadian job numbers surprise to the upside giving further hesitation for the Bank of Canada. Banning China EVs batteries, and solar panels despite war on climate change? Financial markets drift higher.

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May 10, 2024

The Central Bank Endgame – w/ guest Grant William

Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risk abound. House prices have created massive inequality and threaten social stability. Where do we go from here,…

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