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 11, 2022

One of Canada’s Largest Private Mortgage Lenders Freezes Investor Redemptions

Romspen, one of Canada’s prominent private mortgage lenders with $3.2-billion in assets under management, is freezing investor redemptions citing some trouble with loan repayments. Anecdotal evidence is piling up for a hard landing in Canada. Everywhere you look there is something blowing up, including FTX which was the world’s second…

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November 4, 2022

Interest Rates Need to Go Higher, Powell Crushes Stock Market

The Fed raised rates another 75bps and says there is still work to be done. Keith makes the case for a hard landing in the months ahead. Big tech stocks continue to get crushed. Meanwhile, the Canadian government has promised to ramp up immigration targets to 500,000 by 2025, with…

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October 28, 2022

Did the Bank of Canada Just Wave the White Flag?

The Bank of Canada hiked a dovish 50bps this week, contrary to market expectations for a larger move. Is the Bank of Canada the first to throw in the towel? What are the implications for the Loonie? Meanwhile, new home sales are tanking in Canada, falling more than 90% in…

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October 21, 2022

Inflation Coming Down Too Slowly For The Bank of Canada

Canadian inflation continues to decelerate on a rate of change basis but it’s coming down too slowly for markets. This is setting the Bank of Canada up for another jump rate hike next week. National house prices continue to slide lower as mortgage rates move towards 6%. Troubles continue to…

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October 14, 2022

Canadian Government Faces Surging Interest Payments

Another hot inflation print out of the US will keep the Fed from pivoting. Rates are moving higher and we should see 6% mortgage rates in Canada come November. How will the economy digest this? Interest expenses are surging not just at the household level but at the sovereign level.

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October 7, 2022

Bank of Canada Says Another Jump Rate Hike Coming in October

Tiff Macklem says more rate hikes are coming and the job is not done yet. When was the last time a central bank engineered a soft landing? We are nearing a financial mishap. What do Canada’s smartest housing people think about the future of the Real Estate market?  …

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September 30, 2022

Financial Markets Just Broke & The Economy Is Next

Turmoil in the UK as surging interest rates nearly collapsed the entire pension system. The Bank of England is now doing QE with double digit inflation. Pressure is mounting on the Fed but there is no imminent pivot. Canadian GDP remains flat despite record immigration growth, human stimulus is masking…

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September 23, 2022

The Fed Wants Stocks And House Prices To Keep Dropping

National house prices in Canada have now endured their largest correction dating back to 2005. Meanwhile, the Fed hiked rates another 75bps and has made it clear it wants stocks and house prices lower. Currency markets are going crazy. Buckle up, things are about to get interesting.  …

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September 16, 2022

Canadian Households Lost Nearly $1T in Wealth Last Quarter

Canadian household wealth fell by nearly one trillion last quarter with house prices dropping. More cheques are coming in the mail to fight inflation, and with that more rate hikes from the central banks too! Inflation is trending lower but remains sticky, and something markets will be paying close attention…

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