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.

August 18, 2023

Inflation Bounces Higher as Global Bond Yields Hit 15 Year High

Inflation in Canada jumped well above expectations in July, hitting 3.3%. Markets are now expecting no landing, pushing global bond yields to a 15 year high. The Panda in the room is only growing larger as the Chinese property market reaches a tipping point. Provinicial governments fight back on a…

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August 11, 2023

Prices are Contracting in the World’s Second Largest Economy

Consumer and producer prices in China are now outright contracting on an annual basis. US CPI inflation is nearly back on target, but how do you factor in base effects and lagging shelter prices? The largest retailer in Canada delviers ominous warning about the shape of Canadian households.

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August 4, 2023

Are we in the early stages of a Soveriegn Debt Crisis? – w/ guest Brent Johnson

Markets are shorting the USD at a record pace and that could backfire very soon. Our special guest Brent Johnson views the USD as the ultimate flight to safety and thinks that need for safety could return as volatility reupts in global bond markets. Troubles are brewing in China and…

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July 28, 2023

Surging Interest Rates Set to Squeeze Canadian Households Further

Interest rates are rising once again as economic growth remains resilient for now. The Fed and ECB raise rates once again. The federal government has a new housing minister.

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July 21, 2023

Canadian Oil, Economic Prosperity, and Navigating the Energy Transition

We are joined this week by professor David Rapson, an expert on energy markets and climate policy, with a recent focus on electric vehicles and transportation decarbonization. We debunk and discuss energy markets. Later in the show, we discuss recent inflation in Canada, downside surprises, and mortgage relief proposals.

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July 14, 2023

The Hits Keep Coming, Bank of Canada Delivers Another Rate Hike

The Bank of Canada raises interest rates another 25bps, bringing the overnight rate to its highest point since 2001. US CPI tumbles below expectations. Producer prices keep falling. Used car prices are crashing. China issues could destroy a lot of economic forecasts.

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July 7, 2023

Financial Watchdog Asks Canadian Banks to Ease Pain on Mortgage Holders

The FCAC has asked Canadian Banks to work with borrowers to extend amortizations and reduce prepayment penalties for over leveraged home owners. Real Estate starts in Vancouver & Toronto point to a market that is slowing. The ISM continues to roll over. Waiting for non-farm payrolls to drop. Canada plans…

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June 30, 2023

Higher for Longer Interest Rates Will Create a lot of Winners and Losers

Ficxed mortgage rates still moving higher. Population growth hits 1.2 million in Canada. The Fed and ECB promise further rate hikes. The much talked about recession has not transpired, making the case for higher for longer interest rates. Government debt and the expectation for lower stock returns.

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June 23, 2023

Bond Yields Surge HIgher as Central Banks Coordinate More Rate Hikes

Central Banks coordinate higher rates. Bond yields suddently ripping higher once again. The Bank of Canada says housing prices concern them. Housing set to slow with mortgage stress tests nearing 8%. Where is the recession. Liquidity is actually increasing, pushing stocks higher.

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