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 1, 2022
Are We Already In A Recession?
Latest data from the Atlanta Fed is suggesting we might already be in a recession. Meanwhile, home sales continue to slow in suburban housing markets, and stresses are rising in the corporate bond market with spreads widening to levels last seen in 2018 when the Fed was forced to pivot.
Listen NowJune 24, 2022
Are Markets Finally Pricing In An Economic Downturn?
Canada’s inflation rate ripped higher once again, hitting 7.7% year-over-year and surpassing market expectations yet the 5 year bond yield fell on the news and has been declining in recent weeks. Have we seen a top in bond yields? Price action across commodities also suggests the inflation story may now…
June 17, 2022
Sovereign Debt Bubbles Ready To Pop
The Bank of Canada Threatens To Break The Housing Market The Federal Reserve raises rates by 75bps the largest rate hike since 1994. The Swiss National Bank also shocked with a 50bps rate hike. Sovereign debt bubbles are now facing immense pressure, particularly in Europe and Japan. The crypto market…
June 10, 2022
The Bank of Canada Threatens To Break The Housing Market
More hawkish rhetoric from the Bank of Canada as they prep for another rate hike. Mortgage rates in Canada are now at their hightest levels in 2008 and some banks are pulling the cord. Meanwhile, the Euro Zone preps for to hike rates to zero as inflation surges. …
June 3, 2022
Will The Bank of Canada Get Interest Rates To 3% This Year
The Bank of Canada raised interest rates another 50bps this week. They remain very hawkish and suggest that interest rates may need to go north of 3% in order to get inflation down. Meanwhile, housing in Canada continues to slow. Financial repression continues in Europe and debt forgiveness in the…
May 27, 2022
Households Are Tapping Out Under Inflationary Pressures
The boys predict what the Bank of Canada will do at their meeting next week. Oil prices continue to strain global markets and governments are reacting as expected with helicopter money and taxes on corporate profits. Listen Now…
May 20, 2022
Central Banks Can’t Print More Oil & Wheat
Inflation in Canada ticket higher once again, running at three decade highs. Food and shelter inflation is also increasing, creating social and political pressures. The Canadian housing market continues to slow. Listen Now…
May 13, 2022
Risk Happens Fast, $35 Trillion of Wealth Evaporated
All hell has broken loose in the crypto market. One of the most popular Crypto projects, Luna, has basically gone to zero. Losses are piling up, but not just in crypto. Year to date, $35 trillion of global market value has been erased. Dollar pegs are under pressure across the…
May 6, 2022
Fed Hikes, Asset Markets Tumble
The Fed raised rates by 50bps and said another 50bps should be on the table for the next couple of meetings. Meanwhile, equity markets continue to sell-off and there are signs that bank lending is tightening in a big way. Loonie Hour Live Event Tickets: https://www.eventbrite.com/e/the-loonie-hour-live-in-vancouver-tickets-326025299447 …
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