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.
December 24, 2021
Rolling Lockdowns Across Canada, Now What?
The Covid lockdowns are back across Canada. What does this mean for future growth and interest rates? Are we losing faith in our institutions and are we in the midst of the fourth turning?
December 17, 2021
The Canadian Government Unveils a Fiscal Debt Bomb
The Bank of Canada updated their monetary policy framework, joining hands with the Federal Government. Canada's debt situation is an utter mess with no exit strategy. The Federal government is expected to run a $144B deficit this year. Meanwhile, house prices continue to rip, up 25% from last year.
December 10, 2021
Inflation Expectations Are at a 20 Year High in Canada and the BoC Isn’t Budging
Consumer inflation expectations are at a 20 year high and the Bank of Canada continues to push back saying they won’t raise interest rates until mid 2022 at the earliest. Meanwhile, business are expecting to push prices up next year near 5%. The Omicron variant is being used an excuse…
December 3, 2021
Higher Wages & Higher Taxes are in Canada’s Future
Higher wages are coming to Canada. As the workforce ages there will be a shortage of workers, which means Canada will also rely more heavily on immigration.
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