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.
March 1, 2024
No Rate Cuts From the Bank of Canada this Year?
Tiff Macklem is on deck next week. Bitcoin hits record highs in Canadian dollars. Financial conditions are easing, pushing US equities and inflation higher. Canadian banks report earnings, the mortgage renewal wall is still a very big problem. GSP per capita declines for the sixth straight quarter.
Listen NowFebruary 23, 2024
Canadian Farmers are Bracing for Tough Times Ahead – w/ Guest Shaun Haney
Commodity prices are falling, interest rates are up, and government policy is hurting Canadian farmer’s profits. Inflation in Canada plummets as retail sales slide. More politicians are looking for rate cuts. Troubles are mounting at European banks.
February 16, 2024
HIgher for Longer? You Can Thank the US Economy
CPI Inflation came in hot once again in the US. Bond yield volatility surges. Markets removing rate cut expectations. Recessions in Japan and the UK. Construction costs in Canada are finally coming down. The $60M ArriveScam issue. The carbon tax rebrands.
February 9, 2024
Real Estate Crisis Brings Deflation to China
US Jobs Numebrs come in hotter than expected, boosting bond yields higher. Jerome Powell speaks on 60 minutes interview. Canadians could be jailed for promoting the benefits of oil and gas. China is experiencing deflation, deepening financial woes. Commercial property bust leaks into Europe.
February 2, 2024
The Economic Shock Will Come From Outside the US
Commercial Real Estate is dragging global banks lower. Powell pushes back rate cuts. The return of bidding wars in the housing markets? Europe is drifting towards deflation. China property crisis deepens, Evergrande to liquidate holdings.
January 26, 2024
Nobody is Positioned for a Second Wave of Inaflation – w/guest Tian Yang
Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign students. Business bankruptcies in Canada are soaring. US GDP comes in hot, defies recession calls. ECB holds rates. China financial risks and how they impact Vancouver Real Estate. Special interview with Tian Yang, CEO of global…
January 19, 2024
Hopes of Rate Cuts From the Bank of Canada are Starting to Fade
Core inflation in Canada came in hotter than expected. Immigration continues to pressure shelter inflation, creasting further challenges for the Bnak fo Canada. The Feds contemplate limiting foreign students in serval provinces. Bond yields push higher. Nuclear energy coming to Alberta. The World Economic Fourm kicks off.
January 12, 2024
Inflation Jumps Higher than Forecasted – w/ guest Jared Dillian
Inflation remains sticky but the FED will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests that the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian…
January 5, 2024
The Perils of the Green Energy Transition w/ guest Doomberg
We interview energy expert, and popular newsletter writer Doomberg on the green energy transition. Net zero cars, nuclear energy, solar and wind, this is a masterclass on all things energy. There are no solutions, only trade offs, and Doomberg provides the sobering reality Canadians face in the years ahead as…
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