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.
January 31, 2025
Tarriff Wars in Canada – w/ guest Danielle Smith
We are joined by Alberta Premier Danielle Smith to discuss trade negotiations, the currency, and our natural resources. The Bank of Canada cuts rates again. Policy makers preparing for helicopter money, and more global uncertainty.
Listen NowJanuary 24, 2025
Political Turmoil as Public Sentiment Swings to the Right
Canada’s CPI inflation slowed in December. Will inflation perk up again this year? The bond market says one more rate cut from the Bank of Canada. Policy makers are swinging to the right as public sentiment shifts. Scrapping the carbon tax and capital gains tax. The UK debt market barelling…
January 17, 2025
Are Tariffs Looming on Canadian Oil?
Alberta refuses to sign on with Trudeau’s proposed retaliatory tariffs. Toronto new condo sales hit 28 year lows as property taxes surge. Is Mark Carney the next Prime Minister already? US CPI cools, bringing relief to the bond market.
January 10, 2025
Trudeau Resigns, Leaving Parliament Frozen for Months – w/guest Kate Harrison
Unpacking the Trudeau prorogation. When will the next federal election be? Budget deficit is likely larger than $62B. Canadian oil exports to the US hit record highs. UK Gilt market having another crisis moment. China bond market forecasting more doom.
December 27, 2024
Sovereign Debt Markets Facign Turmoil in 2025?
Bond yields rising as central banks cut rates. Canadian housing faces rising defaults in new construction space. China’s bond market flashes red, awaiting giant stimulus.
December 20, 2024
Chaos in Ottawa! Budget Deficit Explodes to $62B
Finance Minister Freeland resigns, Trudeau government hangs in the balance. Budget deficit explodes to $62B, surpassing the fiscal guardrails. The Loonie tumbles, dropping to 69 cents. The US Fed cuts rates, says inflation trarget won’t be hit until 2027. Coal usage hits record highs on Chinese demand.
December 13, 2024
Bank of Canada Will Keep Cutting Rates Into a Falling Loonie w/ Guest Ben Rabidoux
Bank of Canada slashes rates by another 50bps. The labour market is getting worse. The Fed might be done rates later this year but the BoC isn’t. Rents continue to drop in major metros. Record supply under construction. Immigration system needs an overhaul as asylum claims surge.
December 6, 2024
Toronto Condo Completions are Heading to Zero by 2030
Housing sales plunging means no new housing by 2030. Former BoC governor Poloz says we are in a recession. Canadian businesses struggling with Canada Post stikes. Powell at the Fed signals rate cuts might be over. Bank of Canada on deck next week.
November 29, 2024
Canadian Eneegry Sector faces Trump Tarrifs – w/guest Heather Exner-Pirot
Vibecession in Canada. Jobs not keeping pace with immigration. Emissions cap and trump tarriffs, what is the fate of the Canadian energy sector. GST holiday gets a boost in Ontario. The Eurozone continues to circle the drain in large part due to poor energy policy.
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