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.
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.
Listen NowOctober 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.
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.
October 6, 2023
The Canadian Housing Slump is Back on
Recent data out of Vancouver & Toronto points to a marked slowdown in September that looks poised to continue into Q4. Bond yields accelerate higher. Manufacturing data continues to weaken. China coal usage ramps up. Reserve Bank of Australia moves firmly to the sidelines.
September 29, 2023
Canadian Economy Accelerating into Hard Landing
Local governments raising taxes as interest payments rise and tax revenues fall. Bond market contagion deepens as yields surge higher. Canadian mortgage renewals becoming a bigger problem. Business and consumer sentiment tumbles. Household savings are depleted.
September 22, 2023
Bond Market Crushing Soft Landing Hopes
Canada CPI comes in hot. Bond yields ripping higher over inflation concerns. Oil continues to push higher which will act as a hard brake on the economy. Powell dismesses the base case for a soft landing. The Bank of England moves to the sidelines. Airlines in the eye of the…
September 15, 2023
Interest Rates at These Levels Will Break Things – w/ guest Ben Rabidoux
We are joined this week by Canadian credit and housing analyst Ben Rabidoux. Insolvencies are ratcheting higher, the pre-sale market remains the biggest vulnerability. Mortgage rates are starting to break household balance sheets. Immigration is out of control. Canada apartment rents are still rising. The ECB hikes rates. US inflation…
September 8, 2023
Has the Recession Already Started in Canada
The Bank of Canada holds interest rates. Q2 GDP unexpectedly contracts, defying Bank of Canada Forecasts. Higher mortgage rates are starting to hit households hard. China & Germany have hit the brakes hard. The ECB could shift to the sidelines. US apartment rents are likely to contract in September, with…
September 1, 2023
Provincial Governments Urge Bank of Canada to Stop Rate Hikes
Canadian banks report rising loan loss provisions. The Federal Government admits to undercounting non-permanent resident growth by a million people. The BC government pleads with the Bank of Canasda ahead of September 06 meeting. The US labout market shows signs of softening.
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