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.

July 8, 2022

Food Inflation Leading To Social Unrest Across The World

Fixed Mortgage rates appear to have finally peaked and are now moving lower as markets price in an economic recession. The first major Canadian bank has now unveiled a recession call for 2023, will the other banks follow? Energy prices, rampant food inflation, and government policy are creating social unrest…

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July 1, 2022

Are We Already In A Recession?

Latest data from the Atlanta Fed is suggesting we might already be in a recession. Meanwhile, home sales continue to slow in suburban housing markets, and stresses are rising in the corporate bond market with spreads widening to levels last seen in 2018 when the Fed was forced to pivot.

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June 24, 2022

Are Markets Finally Pricing In An Economic Downturn?

Canada’s inflation rate ripped higher once again, hitting 7.7% year-over-year and surpassing market expectations yet the 5 year bond yield fell on the news and has been declining in recent weeks. Have we seen a top in bond yields? Price action across commodities also suggests the inflation story may now…

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June 17, 2022

Sovereign Debt Bubbles Ready To Pop

The Bank of Canada Threatens To Break The Housing Market The Federal Reserve raises rates by 75bps the largest rate hike since 1994. The Swiss National Bank also shocked with a 50bps rate hike. Sovereign debt bubbles are now facing immense pressure, particularly in Europe and Japan. The crypto market…

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June 10, 2022

The Bank of Canada Threatens To Break The Housing Market

More hawkish rhetoric from the Bank of Canada as they prep for another rate hike. Mortgage rates in Canada are now at their hightest levels in 2008 and some banks are pulling the cord. Meanwhile, the Euro Zone preps for to hike rates to zero as inflation surges.  …

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June 3, 2022

Will The Bank of Canada Get Interest Rates To 3% This Year

The Bank of Canada raised interest rates another 50bps this week. They remain very hawkish and suggest that interest rates may need to go north of 3% in order to get inflation down. Meanwhile, housing in Canada continues to slow. Financial repression continues in Europe and debt forgiveness in the…

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May 27, 2022

Households Are Tapping Out Under Inflationary Pressures

The boys predict what the Bank of Canada will do at their meeting next week. Oil prices continue to strain global markets and governments are reacting as expected with helicopter money and taxes on corporate profits.   Listen Now…

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May 20, 2022

Central Banks Can’t Print More Oil & Wheat

Inflation in Canada ticket higher once again, running at three decade highs. Food and shelter inflation is also increasing, creating social and political pressures. The Canadian housing market continues to slow.   Listen Now…

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May 13, 2022

Risk Happens Fast, $35 Trillion of Wealth Evaporated

All hell has broken loose in the crypto market. One of the most popular Crypto projects, Luna, has basically gone to zero. Losses are piling up, but not just in crypto. Year to date, $35 trillion of global market value has been erased. Dollar pegs are under pressure across the…

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