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.
November 17, 2023
How to Slow Canada’s Food Inflation Problem – With Guest The Food Professor
Dr. Sylvain Charlebois aka The Food Professor joins the podscast to discuss food inflation hitting Canadian wallets. His battle with the Bank of Canada, and the impacts of the carbon tax. Keith and Steve then discuss the recession playbook. US CPI, jobless claims and the bond trade. Are we at…
Listen NowNovember 10, 2023
Canada’s Biggest Retailers Warn Consumers are Tapped Out
Bank of Canada flags government spending in 2024. Canadian Tire and its chain of retailers warn about weak consumer demand, job cuts. BC Government unveils drastic housing supply changes. Arrive Canada scam heats up. Fed’s Jay Powell spooks markets.
November 3, 2023
Consumer Confidence in Canada Plummers to Lowest Levels since 1982
Confidence plunges as recession hits Canada. Bond yields retrace as Central Banks signal end of Hiking cycle. Carbon tax divides Canadian provinces as affordability crunch deepens. Home sales weaken in October.
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.
October 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…
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