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.

December 8, 2023

Waiting on the Bank of Canada to Cut Rates

The Bank of Canada held rates again. Markets are expecting 100bps of rate cuts in 2024. Bond yields continue to tumble. Will housing perk up? Keep an eye on US non-farm payrolls. COP 28 brings big promises and big problems for Canadian oil and gas. Who is the most dangerous…

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December 1, 2023

Canadian Banks are Bracing For a Weaker Economy

Canadian banks reported earnings this week. Nearly all of them significantly increased their provisions for loan losses. the economy contracted in Q3. Markets are betting on the BoC to cut rates next year. US still holding up.

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November 24, 2023

Without Nuclear Canada’s Energy Transition is Doomed…

We interview the President of the Canadians for Nuclear energy Dr. Chris Keefer to discuss nuclear energy and why the current government has suddenly taken a u-turn on nuclear energy policy. We then discuss the Federal budget update, housing funds and the AirBnb changes coming. CPI in Canada falls back…

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November 17, 2023

How to Slow Canada’s Food Inflation Problem – With Guest The Food Professor

Dr. Sylvain Charlebois aka The Food Professor joins the podscast to discuss food inflation hitting Canadian wallets. His battle with the Bank of Canada, and the impacts of the carbon tax. Keith and Steve then discuss the recession playbook. US CPI, jobless claims and the bond trade. Are we at…

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November 10, 2023

Canada’s Biggest Retailers Warn Consumers are Tapped Out

Bank of Canada flags government spending in 2024. Canadian Tire and its chain of retailers warn about weak consumer demand, job cuts. BC Government unveils drastic housing supply changes. Arrive Canada scam heats up. Fed’s Jay Powell spooks markets.

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November 3, 2023

Consumer Confidence in Canada Plummers to Lowest Levels since 1982

Confidence plunges as recession hits Canada. Bond yields retrace as Central Banks signal end of Hiking cycle. Carbon tax divides Canadian provinces as affordability crunch deepens. Home sales weaken in October.

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October 27, 2023

Bank of Canada Says Inflation Will Return to Target in 2025

Bank of Canada holds rates, says global bond yields are doing the tightening. Inflation back to target in 2025. Canadian banks cuttting jobs and selling loans. The ECB hits the panic pause. HSBC says the world is at “tipping point”. Universal basic income surfaces in Canada.

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October 20, 2023

The Bond Bear Market Could Derail the Global Economy – With Guest Mike Green

Economic growth prospects continue to be revised higher, what are we all missing? Inflation slows in Canada. Business outlook sours. Canada’s banking regulator succumbs to politcal pressures.

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October 13, 2023

Canada Will Have the Largest Economic Growth in the G7 Next Year

We discuss the implications of the turmoil in the middle east from a markets perspective. The IMF predicts Canada to have the largest economic growth in the G7 next year. US CPI remains sticky, securing central banks to hold rates. Bond volatility continues unabated.

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