The Loonie Hour Precious Metals Screaming Higher into 2026
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Jan 2, 2026 Gold has surged over 60% in the past year, while silver continues to climb, raising questions about future trends. The discussion also delves into grave warnings surrounding First Nations reconciliation and rampant fraud in Minnesota. Insights on Vancouver's struggling housing market shed light on economic recovery. The hosts examine the implications of federal policies on precious metals and the shift from globalism to domestic investment in key commodities. Overall, a mix of financial predictions and societal commentary makes for a captivating listen.
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Housing Units May Bottom, Prices Stay Soft
- Canadian housing appears to have bottomed in unit sales but prices may remain under downward pressure in 2026.
- Rising vacancies and weak rents mean investor demand likely stays muted next year.
Falling Rents Could Push CPI Lower
- National rents fell in December with major drops in big cities, weakening the shelter component of inflation.
- That softness may push actual CPI lower than consensus if shelter data continues to revise down.
Fed's Moves Are About Banking Plumbing
- The Fed's actions (QE/reserve management and cuts) are driven by US banking plumbing, not conventional growth/inflation goals.
- Other central banks face different incentives, producing a clash in global rate expectations.