Explore every episode of the podcast The Loonie Hour
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau Bank of Canada Cuts, Rents Fall, and the NDP pulls the plug on Trudeau | 06 Sep 2024 | 00:54:31 | |
The BoC cuts rates again, cautions home prices could rise. NDP kills the coalition with the liberal government, is a federal election coming soon? Rents falling in University cities, mortgage rates drift lower. US job market weakens as stock market wobbles. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! Loonie Hour in Ottawa! See omnystudio.com/listener for privacy information. | |||
| The Federal Government Pulls a U-Turn on Immigration | 30 Aug 2024 | 00:58:58 | |
The Liberal government says they will change the temporary foreign worker program to slow immigration further. More signs of a weakening labour market. Canadian banks write off more bad loans. Toronto new home sales plunge to levels we've never seen before. Net zero without Chinese EV's. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 Check out Saily at saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! Loonie Hour in Ottawa! See omnystudio.com/listener for privacy information. | |||
| Rent Inflation is Squeezing the Bank of Canada | 28 Jun 2024 | 01:10:40 | |
Rent inflation surged pushing the CPI basket higher. The Liberals lose an important by election in Toronto. Will JT resign? Toronto new home sales fall off a cliff. The labour market weakens for new immigrants. The Japanese yen continues to roll lower, a key signpost for the global sovereign debt bubble. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 See omnystudio.com/listener for privacy information. | |||
| Bank of Canada Says Another Jump Rate Hike Coming in October | 07 Oct 2022 | 01:02:42 | |
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? See omnystudio.com/listener for privacy information. | |||
| Financial Markets Just Broke & The Economy Is Next | 30 Sep 2022 | 01:17:05 | |
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 a recession. See omnystudio.com/listener for privacy information. | |||
| The Fed Wants Stocks And House Prices To Keep Dropping | 23 Sep 2022 | 01:05:58 | |
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. See omnystudio.com/listener for privacy information. | |||
| Canadian Households Lost Nearly $1T in Wealth Last Quarter | 16 Sep 2022 | 01:00:37 | |
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 to. See omnystudio.com/listener for privacy information. | |||
| Bank of Canada Delivers Another Massive Rate Hike Into Debt Bubble | 09 Sep 2022 | 00:59:22 | |
The Bank of Canada, Australia and the Euro zone all raised interest rates this week. The US dollar continues to strengthen, placing stress on some of the worlds major currencies. We are only six months into this rate hiking cycle but already stresses are emerging in various corners of the market. See omnystudio.com/listener for privacy information. | |||
| Bank of Canada To Deliver Another Jumbo Rate Hike Next Week | 02 Sep 2022 | 01:00:03 | |
Twinkies are on the line, as the gents place their wagers for the Bank of Canada next week. A surprise miss on Q2 GDP in Canada suggests further weakness for Q3. No Fed pivot coming suggests more pain ahead as the bear market rally fades. See omnystudio.com/listener for privacy information. | |||
| Canadian Banks Positioning for Soft Landing? | 26 Aug 2022 | 01:02:25 | |
Canadian banks announced earnings and are increasing their loan loss provisions, but likely not enough considering the outlook for the nations housing market. The Canadian dollar continues to perform well thanks to the energy bull market. Europe is bracing for a deep recession and a full blown energy crisis. See omnystudio.com/listener for privacy information. | |||
| Canadian Housing Market Dropping at Quickest Pace since 1980's | 19 Aug 2022 | 00:59:24 | |
Seasonally adjusted average house prices have now dropped the most since the 1980's. Inflation is subsiding but central banks are determined to push ahead, even if it means creating a recession. China is facing deep economic issues and cut interest rates. Inflation hits double digits in England and Germany turns on the Nuclear reactors. See omnystudio.com/listener for privacy information. | |||
| Bear Market Rally On Softer Inflation Data | 12 Aug 2022 | 00:55:20 | |
US inflation has made the turn and is now trending lower, but will it fall enough to allow central banks to pivot? Markets are ripping on potentially false hopes. Commodities continue to look favourable over the medium term, and more bearish predictions for the Canadian housing market. See omnystudio.com/listener for privacy information. | |||
| Bubbles Are Bursting in Two of the Largest Housing Markets | 05 Aug 2022 | 01:02:36 | |
Will the Central banks cave on their inflation mandate in the eyes of weakening economic data? The Bank of England just raised interest rates 50bps and says a recession is all but guaranteed for the fourth quarter and that it will last well into next year. The Canadian housing market continues to roll over, with both Vancouver & Toronto Real Estate markets experiencing multi-decade lows in housing sales. Toronto house prices dropped nearly 4% in the month of July. Financial stresses continue to escalate. See omnystudio.com/listener for privacy information. | |||
| Record Short Position on the Canadian Dollar | 21 Jun 2024 | 01:10:00 | |
Cities are taking housing accelerator funds and then raising development fees to crush supply. Canada's population surges again. Living standards have not improved in 7 years. Government muzzles oil and gas companies from promoting fossil fuels. Speculators have a record short position on the loonie. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 See omnystudio.com/listener for privacy information. | |||
| The Recession is Here, When Will Central Banks Pivot? | 29 Jul 2022 | 00:56:50 | |
The US federal Reserve raised interest rates another 75bps. More interestingly is that Powell will be removing forward guidance, and all future rate hikes are now data dependent. The US then recorded the second consecutive quarter of negative GDP, indicating a technical recession. Bond yields are falling on the news, and the all important Canada 5 year bond yield is now down nearly 100bps since peaking last month, indicating an upcoming decline in fixed rate mortgages. See omnystudio.com/listener for privacy information. | |||
| The End of Negative Rates In Europe & Bank Runs in China | 22 Jul 2022 | 01:01:31 | |
CPI inflation in Canada came in at a 40 year high, but was below market expectations. Has inflation peaked from a rate of change perspective? Meanwhile, in the economic fantasy land that is the European Union, the ECB raised rates by 50bps, brining interest rates to zero. The end of negative rates in Europe is officially here. China bank runs and a property bubble threaten stability across the globe. See omnystudio.com/listener for privacy information. | |||
| Bank of Canada Shocks Markets With Largest Rate Hike in 24 Years | 15 Jul 2022 | 01:01:55 | |
The Bank of Canada shocked markets with a 100bps rate hike, the largest rate hike since 1998. Variable rate mortgages are going up and we could soon see fixed payment mortgages get triggered with sudden payment increases. Meanwhile, the USD continues to be the global wrecking ball as investors take a risk-off stance. See omnystudio.com/listener for privacy information. | |||
| Food Inflation Leading To Social Unrest Across The World | 08 Jul 2022 | 01:00:05 | |
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 as protests break out across parts of the world. See omnystudio.com/listener for privacy information. | |||
| Are We Already In A Recession? | 01 Jul 2022 | 01:03:40 | |
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. Happy Canada Day Loonie Hour Community! See omnystudio.com/listener for privacy information. | |||
| Are Markets Finally Pricing In An Economic Downturn? | 24 Jun 2022 | 01:01:18 | |
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 be transitioning to an economic slowdown. See omnystudio.com/listener for privacy information. | |||
| Sovereign Debt Bubbles Ready To Pop | 17 Jun 2022 | 00:58:14 | |
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 is imploding and the tech sell-off continues. Canadian Real Estate prices fall for second consecutive month. See omnystudio.com/listener for privacy information. | |||
| The Bank of Canada Threatens To Break The Housing Market | 10 Jun 2022 | 01:00:41 | |
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. See omnystudio.com/listener for privacy information. | |||
| Will The Bank of Canada Get Interest Rates To 3% This Year | 03 Jun 2022 | 01:05:04 | |
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 United States. See omnystudio.com/listener for privacy information. | |||
| Households Are Tapping Out Under Inflationary Pressures | 27 May 2022 | 01:06:30 | |
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. See omnystudio.com/listener for privacy information. | |||
| Hawkish Powell Says Fed Will Only Cut Rates Once | 14 Jun 2024 | 01:02:40 | |
US CPI data came in softer than expected but that didn't sway the fed. Projections now call for one cut this year. Producer prices are outright declining. Canadian housing can't be fixed, surging taxes killing development. The pendulum is swinging to the right as voters reject the status quo. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 See omnystudio.com/listener for privacy information. | |||
| Central Banks Can’t Print More Oil & Wheat | 20 May 2022 | 00:56:33 | |
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. See omnystudio.com/listener for privacy information. | |||
| Risk Happens Fast, $35 Trillion of Wealth Evaporated | 13 May 2022 | 00:48:52 | |
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 world as we get closer to a financial accident. This episode was recorded live in Vancouver! See omnystudio.com/listener for privacy information. | |||
| Fed Hikes, Asset Markets Tumble | 06 May 2022 | 00:59:14 | |
The Fed raised rates by 50bps and said another 50bps should be on the table for the next couple of meetings. Meanwhile, equity markets continue to sell-off and there are signs that bank lending is tightening in a big way. Loonie Hour Live Event Tickets: https://www.eventbrite.com/e/the-loonie-hour-live-in-vancouver-tickets-326025299447 See omnystudio.com/listener for privacy information. | |||
| The Japanese Yen is Signaling Troubles Ahead | 29 Apr 2022 | 00:56:53 | |
Troubles are brewing in Japan as the Yen continues to depreciate against a surging USD, falling to a 20-year low. Cracks are also starting to surface in China. Keep in mind all of this is happening with the Fed having raised rates a mere 25bps. Loonie Hour Live Event Tickets: https://www.eventbrite.com/e/the-loonie-hour-live-in-vancouver-tickets-326025299447 See omnystudio.com/listener for privacy information. | |||
| Yield Curve Control or Currency Crisis, The Central Bankers Dilemma | 22 Apr 2022 | 00:54:22 | |
Inflation hits 30 year high in Canada, more rate hike increases expected. Are we nearing the detonation of the sovereign debt bubble? Plus more musings in China, Europe and Japan. Loonie Hour Live Event Tickets: https://www.eventbrite.com/e/the-loonie-hour-live-in-vancouver-tickets-326025299447 See omnystudio.com/listener for privacy information. | |||
| Canada’s Housing Market in the Crosshairs of Tiff Macklem | 15 Apr 2022 | 00:55:01 | |
Canada’s Housing Market in the Crosshairs of Tiff Macklem The Bank of Canada raised rates by 50bps, the largest move in over 20 years. How far will they go? In this episode we discuss the likelihood of a financial mishap and the concerning outlook for the nations housing market. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Federal Government Unveils Rosy Budget Projections | 08 Apr 2022 | 00:57:40 | |
The updated Federal Budget was announced with some optimistic projects and of course, housing tweaks. In this episode we discuss what this means for the typical Canadian. Also, some Twinkie bets on what on the Bank of Canada will do next week. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Policy Makers Are Screwed Either Way, Bond Holders Will Pay The Price | 01 Apr 2022 | 01:02:23 | |
Mortgage rates continue to rip higher and will hit home buyer demand in the months ahead. Canadian households remain more vulnerable than their peers in the US. Meanwhile, currency wars are emerging as central bankers grapple with how to tackle rising rates and inflation. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Surging Mortgage Rates Could Break Canadian Real Estate | 25 Mar 2022 | 00:54:33 | |
Mortgage rates are ripping, what happens when they hit 4% here in Canada? Meanwhile, Trudeau and Jagmeet partner up to create a deficit spending machine. We discuss the implications and the outlook for the Canadian economy. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Waiting for the Detonation, Central Banks Turn Hawkish | 18 Mar 2022 | 00:52:52 | |
The Fed has officially begun raising interest rates with what is expected to be many more by year end. How will this play out? Meanwhile an update on the Canadian housing market and the job millennials should be considering Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Rate Cutting Cycle Has Begun | 07 Jun 2024 | 01:08:01 | |
Bank of Canada slashes interest rates, suggests more to come. The ECB also cuts rates, is the Fed next? Economic data is now softening in the US. Why this probably won't save the Canadian housing market. Private debt fund in Canada halts redemptions in a sign of things to come. Foreign interference corruption in Ottawa. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 Calgary Social Hour Event: June 13th See omnystudio.com/listener for privacy information. | |||
| Are We Setting up for a New Monetary System? | 11 Mar 2022 | 00:57:01 | |
Commodity inflation will put central bankers in an uncomfortable spot in the coming months. We are seeing currencies being debased at a rapid pace, setting the stages for Bretton Woods 3. What does this look like? The gents discuss in this weeks episode. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Liftoff! Bank of Canada Begins Rate Hiking Cycle | 04 Mar 2022 | 00:53:59 | |
For the first time since 2018 the Bank of Canada has begun raising interest rates. In this weeks show we analyze the move and make predictions on the path of rate increases moving forward. We also chat about the war in Ukraine and how it is adding to inflationary pressures and a huge bull run for commodities. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Invasion Has Begun, Macro Chess, and the Central Bankers Dilemma | 25 Feb 2022 | 00:56:51 | |
Russia has officially invaded Ukraine. What does this mean for markets and for Canada? Is this the air cover central banks were looking for? The gents also weigh in on the Trudeau pivot, removing the emergency act. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Recession Signals, Oil Bulls, & Ukraine | 18 Feb 2022 | 01:01:02 | |
The yield curve is flattening which is pointing towards possible recession signals ahead. Meanwhile, Rich lays out the bullish thesis for oil and the possible impacts on the Calgary housing market. Keith provides an overview of the tensions brewing in Ukraine. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Global Sovereign Debt Bubble | 11 Feb 2022 | 00:59:05 | |
US inflation ripped to a 40 year high and central bankers are going to react by hiking interest rates on top of a global sovereign debt bubble. There won't be a Paul Volcker moment this time around though. We also chat stocks and crypto. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Truckers in Ottawa, Wealth Gaps, and The Fourth Turning | 04 Feb 2022 | 00:55:48 | |
The trucker convoy has landed in Ottawa. What are the implications from a societal, political, and financial perspective? Meanwhile, Canada's banking regulator says home prices could drop 10 to 20% in certain markets. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Bank of Canada Shocks The World, But Not The Loonie Hour | 28 Jan 2022 | 00:52:14 | |
The Bank of Canada shocked many in the financial world when they kept rates on hold this week. People were seriously pissed off. However, the gents at the Loonie Hour saw this coming. In this week's episode, we discuss the implications of this policy decision and what we expect moving forward. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Bank of Canada Will Tighten Into Market Turmoil | 21 Jan 2022 | 01:10:31 | |
Every mainstream bank economist is calling for aggressive rate hikes from the Bank of Canada. How far will they get? Meanwhile, national home prices ripped 26% and inflation touched its highest level in 30 years here in Canada land. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 The Loonie Hour on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3N0ZXZlL2ZlZWQueG1s #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Inflation Hits 40 Year Highs and Housing Bubble Trouble | 14 Jan 2022 | 01:05:08 | |
Inflation hit 7% in the US, a 40 year high. We can expect a similar print coming to Canada very soon. Meanwhile, the Canadian bank execs are pleading with the Bank of Canada to begin hiking rates in order to suck the speculative euphoria out of the housing market. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Record Home Sales and Quicker Rate Hikes | 08 Jan 2022 | 00:58:35 | |
The US Federal Reserve is getting revved up and pushing rate hikes forward. Expect volatility ahead as markets digest all of this. Nearly every other central bank will have to follow, including Canada. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Canadian Households Need to Adjust to Higher Mortgage Rates - w/ guest Doug Porter | 31 May 2024 | 01:10:30 | |
We are joined by BMO's chief economist Doug Porter. The Bank of Canada will cut, probably in June. Don't expect bond yields or fixed mortgage rates to budge. Inflation is nearly defeated in Canada but not the US. Weak investment in Canada to continue with capital gains increases. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U. BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) See omnystudio.com/listener for privacy information. | |||
| The Loonie Hour Forecasts The Year Ahead | 31 Dec 2021 | 01:08:07 | |
We're back for our final episode of this year. The lads make some predictions for the year ahead, including home prices, central bank interest rates, emerging markets, and US politics. Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| Rolling Lockdowns Across Canada, Now What? | 24 Dec 2021 | 00:57:54 | |
The Covid lockdowns are back across Canada. What does this mean for future growth and interest rates? Are we losing faith in our institutions and are we in the midst of the fourth turning? Listen to The Loonie Hour on your favorite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||
| The Canadian Government Unveils a Fiscal Debt Bomb | 17 Dec 2021 | 01:05:17 | |
The Bank of Canada updated their monetary policy framework, joining hands with the Federal Government. Canada's debt situation is an utter mess with no exit strategy. The Federal government is expected to run a $144B deficit this year. Meanwhile, house prices continue to rip, up 25% from last year. Listen to The Loonie Hour on your favourite podcast platform: The Loonie Hour on Spotify: https://open.spotify.com/show/4vA4m1d9RVo9KitszSHzN0 The Loonie Hour on Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-loonie-hour/id1591470469 #TheLoonieHour #Macroeconomics #PersonalFinanceCanada See omnystudio.com/listener for privacy information. | |||