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.

June 9, 2023

The Bank of Canada Shocks The Bond Market – W/ Guest Robert Asselin

We are joined by Robert Asselin, former advisor to Justin Trudeau, and Budget Director to Bill Morneau to discuss ballooning deficits and inflation. The Bank of Canada starts hiking rates again. Bond yields surge, building permits plummet. Universal basic income gets a test run.

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June 2, 2023

Canada’s Population Boom Puts Pressure on the Bank of Canada

Canada’s GDP surprises to the upside, largely on the back of a massive population boom that is masking a lack of productivity growth. This is putting undue pressure on the Bank of Canada, with markets now expecting the BoC to move once again. US jobs data provides a murkey outlook.

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May 26, 2023

Rate Hikes Have Not Yet Hit Most Canadian Households

Rate hikes have only hit one third of all mortgages outstanding. Scotiabank says their customers are pulling back on discretionary spending. Is the Fed going to hike again next month? Germany enters a recession. Debt ceiling hysteria reaches a tipping point…

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May 19, 2023

Pressure Mounting for Bank of Canada to Raise Interest Rates Again

Inflation surprised to the upside in April, forcing bond yields to surge higher and putting the Bank of Canada back in the hote seat. Meanwhile 75% of variable rate mortgages have hit thier trigger rate. The Federal Government made a colossal error in issuing debt at the short end of…

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May 12, 2023

The Bank of Canada Moves Closer to a Central Bank Digital Currency

The city of Toronto approves mass rezoning for residential development. There’s an inventory shortage not just in Canadian housing markets but around the world right now. CPI inflation comes in as expected. Are deposit runs an issue in Canada? The Bank of Canada asks Canadians to weigh in on a…

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May 5, 2023

Fed Hikes Rates Despite Banking Crisis Spreading

Home sales are bouncing back to life across Canada. Calgary Real Estate prices hit new record highs. The banking crisis is far from over as contagion risks start to spread. The Fed hikes rates another 25bps but a pause appears likely. Markets are calling for rate cuts as soon as…

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April 28, 2023

Canadian Wages are Dropping at an Alarming Rate

The housing market continues to turn higher, yet wages are actually rolling over. Latest data shows wage growth is now sharply negative in real terms. Banking issues in the US have not gone away. The Bank of Canada is fully expecting a recession. CN Rail says the recession is already…

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April 21, 2023

A Nation Failing to Reach it’s Potential – With Guest Erin O’Toole

Headline inflation falls to 4.2% in March. National house prices are back on the rise with housing starts still falling. Government employees striking across the nation as the cost of living crisis persists, potentially entrenching higher wage inflation. Former head of the Conservative Party Erin O’Toole Joins the show.

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April 14, 2023

Bank of Canada Calls for Very Soft Landing

The Bank of Canada kept interest rates on hold while raising GDP growth forecasts. Meanwhile, land loans to developers have completely evaporated, sowing the seeds for a supply crunch years down the road. CPI in the US eases but inflation is proving to be sticky. Warren Buffett takes a surprise…

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