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 17, 2023

Banking Crisis Puts Pressure on Central Banks

Banking crisis spreading across the US and more issues at Credit Suisse. Is this and isolated event or a potential contagion? What are the market implications for Canada? Bond yields are falling. The ECB raises rates. Canadian real estate prices drop 15%, new listings hit 20 year lows.

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March 10, 2023

A Weaker Canadian Dollar is on the Horizon

The Bank of Canada keeps rate hikes on pause, threatening a weaker currency as other central banks push forward with higher rates. What does this mean for the typical Canadian household? Important jobs number are released. Inflation upside risks. Continued bull market for Canadian energy?…

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March 3, 2023

Stagflation Grips the Canadian Economy

Canada’s GDP was flat in Q4, falling well below the Bank of Canada’s forecast. The housing market continues to be starved of inventory as sellers attempt to hold out market conditions. Extend and pretend amortizations are growing at Canadian banks. Inflation remains sticky across the US and Euro Zone as…

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February 24, 2023

A Social Crisis is Brewing in This Country

Inflation in Canada surprised to the downside. However, shelter and food innovation, two things you can’t live without, remain elevated. The public sector continues to grow as the entrepreneurial spirit stagnates. Commercial Real Estate remains under pressure. The Market is now more hawkish than the Fed.

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February 17, 2023

Central Banks Have Not Yet Won The Fight on Inflation

National home prices in Canada continue to slide, falling 12% on a yearly basis which is the deepest slide on record. Signs of sticky inflation persist, suggesting that Bank of Canada might still have more work to do on interest rates. The wealth gap could explode higher in the next…

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February 10, 2023

The Default Cycle Has Begun

A big Vancouver real estate developer goes belly up on over $700M in debt. Is this the canary in the coal mine? The Bank of Canada admits they had to pause over extreme household indebtedness. The Fed says disinflation is underway. The yield curve is now the most inverted since…

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February 3, 2023

What’s Lurking in the Canadian Mortgage Market? With Guest Ron Butler

More rate hikes from the Fed, the ECB, and the Bank of England. Are markets overly optimistic about the future of interest rates? Is the Canadian housing market nearing a bottom? We have Ron Butler join us for a guest interview to discuss the good, the bad, and the ugly…

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January 27, 2023

The Bank of Canada Signals a Pause and Takes a Victory Lap

The Bank of Canada has raised interest rates another 25 bps but has signaled they will pause and hold from here. What does this mean for housing and financial conditions? Is a soft landing achievable or wishful thinking? Consumer confidence is increasing but models suggest there is still near a…

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January 20, 2023

Is this the Last Interest Rate Hike From the Bank of Canada?

National house prices continued their slide in December and are now down 17% since peaking. Inflation continues to fall but businesses don’t believe we will see 2% inflation anytime soon. Twinkie bets are out, the Bank of Canada is poised for a rate hike next week. Investors are lining up…

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