February 25, 2022
The Invasion Has Begun, Macro Chess, and the Central Bankers Dilemma
Russia has officially invaded Ukraine. What does this mean for markets and for Canada? Is this the air cover central banks were looking for? The gents also weigh in on the Trudeau pivot, removing the emergency act.
February 18, 2022
Recession Signals, Oil Bulls, & Ukraine
The yield curve is flattening which is pointing towards possible recession signals ahead. Meanwhile, Rich lays out the bullish thesis for oil and the possible impacts on the Calgary housing market.
February 11, 2022
The Global Sovereign Debt Bubble
US inflation ripped to a 40 year high and central bankers are going to react by hiking interest rates on top of a global sovereign debt bubble. There won’t be a Paul Volcker moment this time around though. We also chat stocks and crypto.
February 4, 2022
Truckers in Ottawa, Wealth Gaps, and The Fourth Turning
The trucker convoy has landed in Ottawa. What are the implications from a societal, political, and financial perspective? Meanwhile, Canada’s banking regulator says home prices could drop 10 to 20% in certain markets.
January 28, 2022
The Bank of Canada Shocks The World, but not the Loonie Hour
The Bank of Canada shocked many in the financial world when they kept rates on hold this week. People were seriously pissed off. However, the gents at the Loonie Hour saw this coming. In this week’s episode, we discuss the implications of this policy decision and what we expect…
January 21, 2022
The Bank of Canada Will Tighten Into Market Turmoil
Every mainstream bank economist is calling for aggressive rate hikes from the Bank of Canada. How far will they get? Meanwhile, national home prices ripped 26% and inflation touched its highest level in 30 years here in Canada land. …
January 14, 2022
Inflation Hits 40 Year Highs and Housing Bubble Trouble
Inflation hit 7% in the US, a 40 year high. We can expect a similar print coming to Canada very soon. Meanwhile, the Canadian bank execs are pleading with the Bank of Canada to begin hiking rates in order to suck the speculative euphoria out of the housing market.
January 8, 2022
Record Home Sales and Quicker Rate Hikes
The US Federal Reserve is getting revved up and pushing rate hikes forward. Expect volatility ahead as markets digest all of this. Nearly every other central bank will have to follow, including Canada. …
December 31, 2021
The Loonie Hour Forecast The Year Ahead
We're back for our final episode of this year. The lads make some predictions for the year ahead, including home prices, central bank interest rates, emerging markets, and US politics.
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