The Loonie Hour

The Default Cycle Has Just Begun

Feb 10, 2023

59:34

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The Market Cap of Swiss Banks Is Very Small, Right?

04:24

The Bank's Biggest Concern, Right?

01:50

What's on the Fed's Radar?

02:34

Introduction

2min

The Pressure Is Mounting

3min

Is This the First of Many?

2min

Is There a Risk With This?

4min

Can They Pass Mortgage Stress Tests?

2min

Is This the First One of Its Kind in This Cycle?

3min

The Bank's Biggest Concern, Right?

2min

The Job Numbers Are Coming Out Tomorrow

2min

The Housing Market in the US Is Starting to Show Signs of Life Again

2min

10.

Did You Want to Get to Know Rubenstein?

4min

11.

Is 190 Grand a Down Screen Number?

3min

12.

What Does That Mean?

5min

13.

The Market Cap of Swiss Banks Is Very Small, Right?

4min

14.

The Federal Reserve Minutes Are Never of Substantiality, Right?

2min

15.

What's on the Fed's Radar?

3min

16.

What's the Role of the Reserve Bank of Australia?

4min

17.

I'm Front Running My Substack, So I Have Now Carte Blanche to Plug It

4min

18.

The Inflation Challenge Is Going to Be Around for a While

3min

19.

Is There a Landing?

2min

20.

Is There a Disinflationary Impulse in Productivity Growth?

2min

21.

What Happens When You Shift an Economy in Certain Way?

2min

A big Vancouver Real Estate Developer goes belly up on over $700M in debt. Is this the canary in the coal mine? The Bank of Canada admits they had to pause over extreme household indebtedness. The Fed says disinflation is underway. The yield curve is now the most inverted since the 1980's.

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The Loonie Hour

The Default Cycle Has Just Begun

The Market Cap of Swiss Banks Is Very Small, Right?

The Bank's Biggest Concern, Right?

What's on the Fed's Radar?

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Save anymoment

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