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.
May 5, 2023
Fed Hikes Rates Despite Banking Crisis Spreading
Home sales are bouncing back to life across Canada. Calgary Real Estate prices hit new record highs. The banking crisis is far from over as contagion risks start to spread. The Fed hikes rates another 25bps but a pause appears likely. Markets are calling for rate cuts as soon as…
Listen NowApril 28, 2023
Canadian Wages are Dropping at an Alarming Rate
The housing market continues to turn higher, yet wages are actually rolling over. Latest data shows wage growth is now sharply negative in real terms. Banking issues in the US have not gone away. The Bank of Canada is fully expecting a recession. CN Rail says the recession is already…
April 21, 2023
A Nation Failing to Reach it’s Potential – With Guest Erin O’Toole
Headline inflation falls to 4.2% in March. National house prices are back on the rise with housing starts still falling. Government employees striking across the nation as the cost of living crisis persists, potentially entrenching higher wage inflation. Former head of the Conservative Party Erin O’Toole Joins the show.
April 14, 2023
Bank of Canada Calls for Very Soft Landing
The Bank of Canada kept interest rates on hold while raising GDP growth forecasts. Meanwhile, land loans to developers have completely evaporated, sowing the seeds for a supply crunch years down the road. CPI in the US eases but inflation is proving to be sticky. Warren Buffett takes a surprise…
April 7, 2023
TD Bank Becomes the World’s Most Shorted Bank
Sweeping Policy changes are coming on the housing supply front in Vancouver. Meanwhile, TD Bank has become the world’s most shorted bank stock, facing $3.7B of short interest. Is the end of the US Dollar? Dutch Farmer Revolt!…
March 31, 2023
Big Deficit Spending Will Put Pressure on the Bank of Canada
The Federal Government announced its budget and it was a doozy. More inflationary spending, including money for groceries. The Bank of Canada will have its work cut out for them as there are also signs that the housing market is showing signs of strengthening. Credit spreads suggest there are issues…
March 24, 2023
Canada has a Massive Opportunity in the Energy Sector
Canada’s oil and gas sector could flourish, enriching the lives of all Canadians while lowering global emissions, the only thing stopping it is politics according to this week’s special guest Andrew Haynes. Andrew is a 20 year expert in the energy sector. Meanwhile, the US Fed continues to push rates…
March 17, 2023
Banking Crisis Puts Pressure on Central Banks
Banking crisis spreading across the US and more issues at Credit Suisse. Is this and isolated event or a potential contagion? What are the market implications for Canada? Bond yields are falling. The ECB raises rates. Canadian real estate prices drop 15%, new listings hit 20 year lows.
March 10, 2023
A Weaker Canadian Dollar is on the Horizon
The Bank of Canada keeps rate hikes on pause, threatening a weaker currency as other central banks push forward with higher rates. What does this mean for the typical Canadian household? Important jobs number are released. Inflation upside risks. Continued bull market for Canadian energy?…
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