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.
August 9, 2024
Bank of Japan Rate Hike Sends Financial Markets Into a Panic
The Yen carry trade blows up after BoJ annoucnes surprise rate hike. Markets call for immediate rate cuts. AirBnb data in Canada suggests governments are misguided. Temporary foreign workers surge. pushing youth unemployment higher.
Listen NowAugust 2, 2024
The Politics of Climate Change in Canada w/ guest David Knight Legg
Was the devastation of Jasper National Park avoidable? Who’s to blame? What ailes the Canadian economy, and how to cut the green tape. Lowering emissions globally will require Canadian LNG. Bond Yields tumble, Fed set to cut, financial markets are moving.
July 26, 2024
Bank of Canada Cuts Rates, Signals More to Come
The BoC cut rates, highlighting excess supply and concerns over a weakening labour market. The Canadian Dollar continues to weaken, with more rate cuts expected. US GDP came in stronger than expected, perhaps delaying any rate cuts in the US. Rep issues brewing in Canada, suggesting collateral concerns are growing…
July 19, 2024
Markets Calling for More Rate Cuts from the Bank of Canada
Twinkie bets are live! Markets are calling for a rate cut next week and more to come. Lagging shelter inflation could bring CPI even lower. More pain to come for Real Estate developers. Political volatility is increasing. The dealth ESG and DEI?…
July 12, 2024
An Exodus of Capital Threatens the Chinese Economy – W/ guest Michael Nicoletos
Foreign direct investment has turned negative in China as capital leaves. The property market in wobbling and threatens to bring deflation to the rest of the world. The devalued Japanese Yen is creating headaches for the Chinese manufacturing sectior. What are the implications for Canadians?…
July 5, 2024
The Housing Bubble is Slowly Deflating
Home sales in Vancouver and Toronto plummet. Policy makers are doubling down on bad policy. Stories of financial stress are mounting. ISM services index fallls to levels last seen during the depths of the pandemic. The presidential election heats up.
June 21, 2024
Record Short Position on the Canadian Dollar
Cities are taking housing accelerator funds and then raising development fees to crush supply. Canada’s population surges again. Living standards have not improved in 7 years. Government muzzles oil and gas companies from promoting fossil fuels. Speculators have a record short position on the Loonie.
June 14, 2024
Hawkish Powell Says Fed Will Only Cut Rates Once
US CPI data came in softer than expected but that didn’t sway the fed. Projections now call for one cut this year. Producer prices are outright declining. Canadian housing can’t be fixed, surging taxes killing development. The pendulum is swinging to the right as voters reject the status quo.
May 31, 2024
Canadian Households Need to Adjust to Higher Mortgage Rate – w/ guest Doug Porter
We are joined by BMO’s chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don’t expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada, but not the United States. Weak investment in Canada to continue with capital gain increases.
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