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.

February 3, 2023

What’s Lurking in the Canadian Mortgage Market? With Guest Ron Butler

More rate hikes from the Fed, the ECB, and the Bank of England. Are markets overly optimistic about the future of interest rates? Is the Canadian housing market nearing a bottom? We have Ron Butler join us for a guest interview to discuss the good, the bad, and the ugly…

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January 27, 2023

The Bank of Canada Signals a Pause and Takes a Victory Lap

The Bank of Canada has raised interest rates another 25 bps but has signaled they will pause and hold from here. What does this mean for housing and financial conditions? Is a soft landing achievable or wishful thinking? Consumer confidence is increasing but models suggest there is still near a…

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January 20, 2023

Is this the Last Interest Rate Hike From the Bank of Canada?

National house prices continued their slide in December and are now down 17% since peaking. Inflation continues to fall but businesses don’t believe we will see 2% inflation anytime soon. Twinkie bets are out, the Bank of Canada is poised for a rate hike next week. Investors are lining up…

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January 13, 2023

The Wealth Effect Created One Third of Inflation

CPI inflation in the US continues to decelerate right in line with expectations. We discuss the market implications and guess where inflation could be later this year. Canadian bank CEOs send out a warning to regulators over vulnerable borrowers. The Fed says rising house prices created a wealth effect that…

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January 6, 2023

More than Half of all Borrowers Went With a Variable Mortgage at the Peak of the Market

Toronto and Vancouver home sales fell nearly 50% in the month of December. The comps are going to look awful from now until March. Is the Fed looking in the rearview mirror? Why the jobs data is lagging and why it’s possible inflation can come down quicker than we might…

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December 30, 2022

Forecasting Another Year of Volatility in 2023

Liquidity is scarce to end the year. Stocks are down, bond yields are rising once again. Delinquencies are set to rise. The boys discuss the outlook for 2023 and provide some forecasts on possible scenarios.

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December 23, 2022

Canada’s Population Growth Hits a 50 Year High as Recession Looms

Canada added over 800,000 people to the population, the largest increase going back to the 1970s. The economic machine that is immigrating people and selling them housing continues to churn. CPI inflation remains rather sticky, leaving the Bank of Canada with some difficult decisions in January. Stock market volatility remains…

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December 16, 2022

A Decade of Zero Returns for Passive Investors?

National home prices continue to slide lower, now down 16% since peaking in March. US headline inflation continues to move lower but the Fed ain’t pivoting! More rate hikes from the US, Europe, and England the week. Could passive investors see little to no returns for decades?…

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December 9, 2022

Interest Rates Have Likely Peaked, What’s Next for the Canadian Economy?

The Bank of Canada raised rates another 50bps, however they are now signaling a pause is in order. What are the implications for markets moving forward? More stress in the housing market, government spending sprees, and the probabilities of a financial crisis.

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