Bond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as well as the possibility that a short-term recovery in bonds could ultimately prove to be a bear trap. Meanwhile, B.C.’s condo market continues to struggle with thousands of completed and unsold units as developers face mounting pressure. We also discuss Canada’s debt maturity schedule, Saskatchewan's push toward nuclear power, taxes and talent retention, and the renewed debate over immigration and temporary foreign workers.
Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
#LoonieHour #macroeconomics #bondmarket
McDonald's CEO: Food Inflation Is Here to Stay
Episode 261
Friday, September 25, 2026 • Duration 01:10:39
Today, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks globally, putting renewered pressure on borrowing costs just as households and businesses faces further challenges. We also discuss Canada's slowing population growth and rental market, mounting stress in US housing and multifamily real estate, weakness beneath the surface of the US consumer, and why companies like McDonald's are warning that sticky, elevated food inflation and flat customer traffic are the "new normal".
Join Us for The Loonie Hour Investor Series — Live in Ottawa with Ben Rabidoux on October 13th, and Live in Montreal on October 15th!
Check Out True North Mortgage's 40-Year Amortization Plan:
Central Banks Commit to Raising Rates into an Energy Crisis
Episode 260
Friday, September 18, 2026 • Duration 01:15:36
Central banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is increasingly driven by energy supply. They discuss the latest moves from the Fed and European central banks, rising global bond yields, surging oil and fuel costs, and what it could mean for Canadian mortgage rates. Meanwhile, Canada’s housing market remains frozen, with national home sales falling to their lowest year-to-date level since 2003.
Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!
Could the US Sanction Canadian Banks Next? w/ guest Ben Rabidoux
Episode 259
Friday, September 11, 2026 • Duration 01:04:52
Ben Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’s booming energy sector might be helping keep government finances and mortgage rates under control.
Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!
Global bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing market remains under pressure, Vancouver records its slowest August sales since 2012, and rising energy prices could complicate the outlook for inflation and interest rates within the country.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
The U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S. dollar, commodities, Canadian housing and global markets. We also touch on Canada-U.S. trade, the Churchill Falls energy deal, rising diesel prices, Argentina, various speculative assets like crypto and Bitcoin skyrocketing, and the worsening economic slowdown in China.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
We Are Early in the Secular Bull Market- w/Guest Jim Thorne
Episode 255
Friday, August 14, 2026 • Duration 01:16:01
We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle. Lastly, we'll touch on falling rates, explosive earnings growth, Bitcoin’s generational opportunity, and whether today’s technology boom ultimately ends like the dot-com bubble. We also discuss Canada’s economic challenges, a country deserving to be one of wealthiest in the world, yet decades of poor policy and underinvestment have left us falling behind.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
Why is the US stepping in to help Japan, and what does it mean for Canadians? China’s multi-decade tax crackdown, and $2.7 billion in new federal funding for rental units - plus the latest data on Canadian housing and rate expectations.
Will the Bond Market Force Central Banks to Raise Rates?
Episode 253
Friday, July 31, 2026 • Duration 59:05
The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward. We also discuss New York’s proposed second-home tax and government-backed grocery stores, the escalating conflict between the US and Iran, Korea’s margin-call meltdown, growing weakness in the bond market, pressure on the Canadian dollar, and why the energy sector may present one of today’s most compelling investment opportunities.
Start an investment portfolio that's built to perform with Neighbourhood Holdings!
Discover shows related to The Loonie Hour, based on actual content similarities. Explore podcasts with similar topics, themes, and formats, backed by real data.
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
22:55 Breaking Down the $500B Investment Commitment
24:53 Where Are the Foreign Investors?
27:13 Canada’s Biggest New Investment Projects
30:27 Did Trump Force Canada to Change Course?
34:24 Canada Embraces Energy Again
38:04 Why Investment Will Take Years to Materialize
42:26 Central Banks Turn Hawkish
46:22 Could the Bank of Canada Raise Rates?
48:02 Higher Rates Won’t Fix Energy Inflation
51:00 Global Bond Markets Under Pressure
56:12 The Global Energy Crisis Deepens
58:43 The World Is Running Out of Energy Capacity
01:01:07 Oil Tanker Costs Explode
01:02:19 Canadian Mortgage Rates Under Pressure
01:05:06 Mortgage Arrears Hit a Decade High
01:06:18 Canada & the European Union
01:09:49 Canada Already Has an EU Trade Deal
01:11:03 Europe’s Sovereign Debt Risks
01:12:28 Would Canadians Actually Move to Europe?
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
54:28 Oil & Gas Is Helping Balance Canada’s Budget
56:08 Is Canada Becoming More Pro-Energy?
58:35 Canada’s Politically Charged Environment
01:02:38 Bank of Canada Rate Predictions
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
52:55 Russia-Ukraine Energy Infrastructure Attacks
56:32 Global Oil & Natural Gas Supply Tightens
59:38 The Bull Case for Commodities
01:01:50 Energy Prices Are Spiking
01:04:36 The Opportunity in Higher Oil Prices
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
13:33 Economic Impact of the Canada-U.S. Trade War
15:20 Could Canada Actually Win?
17:09 Risk of Canada Losing Manufacturing
17:49 Could More Stimulus Be Coming?
19:36 Canada's Productivity Problem
22:22 How Canada Can Turn Things Around
24:05 How Transformational Will AI Really Be?
26:26 The Massive AI Spending Boom
27:37 AI's $10 Trillion Revenue Problem
30:26 Are Corporate Margins Sustainable?
33:40 AI Agents, Stablecoins & Crypto
35:06 Why Long-Term Bond Yields Keep Rising
37:50 The Growing Government Debt Problem
40:06 Fed Liquidity & Quantitative Easing
41:20 Stock Market Outlook
42:14 Peter's Portfolio
43:39 Inside Goldman Sachs During the 2008 Crisis
45:57 Current Investment Opportunities?
49:08 Final Thoughts on Peter Berezin
51:05 The Coming Food Inflation Problem
54:50 Are We Entering a Commodity Boom?
55:35 Could the Bank of Canada Cut Rates?
58:21 Final Thoughts
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
01:11:24 America Is Sucking Capital From the World
01:12:31 The AI Agent Economy
01:13:51 Another Dot-Com Bubble?
01:15:27 Outro
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
49:09 Is the Treasury Manipulating the Yield Curve?
51:34 U.S. Housing Is Completely Frozen
53:28 The Politics Behind the Yen Intervention
55:22 Could Jackson Hole Bring a Major Policy Shift?
56:35 America’s 7% Mortgage Problem
58:31 Where Does the Yen Go From Here?
01:00:25 Gold Is Starting to Move Again
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
20:10 Could Canadian Housing Stagnate for a Decade?
21:51 Kevin Warsh’s New Federal Reserve
22:51 The End of Forward Guidance
24:44 Why the Fed May Raise Interest Rates
26:22 Is the US Dollar About to Explode Higher?
28:34 Quantitative Easing Never Really Ended
30:50 What to Expect at Jackson Hole
32:19 US 30-Year Treasury Yields Surge
33:49 Could Long-Term Rates Eventually Reach 20%?
37:02 America’s Growing Debt Wall
39:01 Why the Bond Market Keeps Deteriorating
41:48 The US-Iran War Escalates Again
42:44 Are We Already in World War III?
45:13 The Rotation Out of Technology Stocks
46:22 Korea’s Leveraged Investing Disaster
47:02 The AI Hedge Fund That Blew Up
50:59 The Market’s Back-to-Back Bubbles
52:15 Hedge Funds Turn Bearish on the Canadian Dollar
54:26 The Market’s Biggest Current Debate
55:12 US Mortgage Rates Reach a One-Year High
56:19 America’s Multifamily Housing Crisis
57:06 Cheap Money Created an Oversupply Problem
57:30 The Feds Inflated Home Prices
Disclaimer:
The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.
