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.
November 22, 2024
Real Estate Developers are Failing at an Alarming Rate
Developers insolvencies surge to 10 year high. Private Credit funds shut the gates. Inflation ticks higher, stoking concerns for the Bank of Canada. No GST for the holidays, Trudeau opens up the cheque book. Budget deficit concerns increase.
Listen NowNovember 15, 2024
Canadian Pensions Facing Financial Repression
The Canadian Dollar continues to weaken. Canada Pension plans get political, potentially locking capital in Canada. The German economy continues to sputter. Housing activity bounces on rate cut optimism.
November 8, 2024
How Canada’s Immigration System Imploded – w/ guest Mikal Skuterud
Canada’s immigration denise was years in the making. Trump gets back to the White House, what are the market implications? Stocks, crypto and bond yields surge higher. The Federal government continues to punish the oil and gas sector, implementing defacto production caps.
November 1, 2024
The Canadian Dollar Falls to a Four Year Low
The Canadian dollar has tumbled to its lowest levels in 4 years. Canada’s GDP slows setting the stage for another rate cut from the Bank of Canada. The US election to bring increased volatility to financial markets. The UK gilt market gets its second warning. The German industrial base is…
October 25, 2024
Bank of Canada Delivers Jumbo Rate Cut – w/guest Tian Yang
The Bank of Canada delivered a 50bps rate cut and signalled more to come. The bond market hasn’t budged. Money is still flowing out of China as the economy wobbles. The Trudeau government announces immigration cuts, population growth to zero next year.
October 18, 2024
Financial Markets Anticipate the Next Round of Easy Money
Canada CPI falls well below expectations, sets up a jumbo rate cut next wekk. European Central Bank slashes rates again. Stocks, the US Dollar, and gold all rise on an easing of financial conditions. Will the bond vigilantes return?…
October 11, 2024
Bond Yields, Oil Prices, and Inflation Moving Higher as Central Banks Cut Rates
The federal government proposes an empty land tax. Former BoC deputy governor says 50bps is coming. Oil prices move higher along with long term bond yields. US CPI comes in hotter than expected. Central banks easing globally into higher inflation.
October 4, 2024
The Race to Zero. Liquidity Measures Turning Higher
Central banks are aggressively easing and liquidity measures are turning up. Geopolitical conflict is ramping up, putting upwards pressure on oil prices, could this stoke another wave of inflation? Toronto and Vancouver Real Estate see rising inventory levels despite lower rates.
September 27, 2024
Central Banks are Panicking to Inject Liquidity
OFSI removes mortgage stress tests on renewals. The BC Government will help you buy a home. Has Canadian Energy Peaked? Microsoft bets big on Nuclear energy and AI. The Chinese have fired the liquidity bazooka to try and revive it’s economy.
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