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.

April 7, 2023

TD Bank Becomes the World’s Most Shorted Bank

Sweeping Policy changes are coming on the housing supply front in Vancouver. Meanwhile, TD Bank has become the world’s most shorted bank stock, facing $3.7B of short interest. Is the end of the US Dollar? Dutch Farmer Revolt!…

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March 31, 2023

Big Deficit Spending Will Put Pressure on the Bank of Canada

The Federal Government announced its budget and it was a doozy. More inflationary spending, including money for groceries. The Bank of Canada will have its work cut out for them as there are also signs that the housing market is showing signs of strengthening. Credit spreads suggest there are issues…

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March 24, 2023

Canada has a Massive Opportunity in the Energy Sector

Canada’s oil and gas sector could flourish, enriching the lives of all Canadians while lowering global emissions, the only thing stopping it is politics according to this week’s special guest Andrew Haynes. Andrew is a 20 year expert in the energy sector. Meanwhile, the US Fed continues to push rates…

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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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