The Loonie Hour

Heather Exner-Pirot, Director of Energy, Natural Resources, and Environment at the Macdonald-Laurier Institute, dives into the tumultuous landscape of Canada's energy sector. She discusses the impact of Trump tariffs and the looming emissions cap, raising questions about the country's energy future. The conversation touches on the challenges facing Indigenous rights in resource development and the need for collaboration. Exner-Pirot also reflects on the dynamic shifts in the energy market and the role of natural gas, highlighting the complexities of navigating geopolitical tensions and energy policy.

Developer insolvencies are hitting a decade high, raising alarm bells in the real estate market. Vancouver's property landscape is under scrutiny as cost overruns and high interest rates wreak havoc. The wealth divide widens as fluctuating interest rates strain lower-income households. Meanwhile, Canada's immigration policies come under fire for their inefficacy, paralleling government spending concerns. Amidst these heavy topics, the hosts sprinkle in lighthearted travel tales and holiday reflections, balancing serious economic discussions with relatable anecdotes.

The Canadian dollar continues to weaken. Canada Pension plans gets political, potentially locking capital in Canada. The German economy continues to sputter. Housing activity bounces on rate cut optimism.  Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit www.neighbourhoodholdings.com/looniehour to learn more!See omnystudio.com/listener for privacy information.

Canada's immigration demise was years in the making. Trump gets back to the White House, what are the market implications? Stocks, crypto and bond yields surge higher. The Federal government continues to punish the Oil & gas sector, implementing defacto production caps.  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.

The Canadian dollar has tumbled to its lowest levels in 4 years. Canada GDP slows, sets the stage for another rate cut from the Bank of Canada. US election to bring increased volatility to financial markets. The UK gilt market gets its second warning. The German industrial base is suffocating. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.

The Bank of Canada delivered a 50bps rate cut and signalled more to come. The Bond market hasn't budged. Money is still flowing out of China as the economy wobbles. The Trudeau government announces immigration cuts, population growth to zero next year. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! Variant Perception researchhttps://www.variantperception.com/See omnystudio.com/listener for privacy information.

Canada CPI falls well below expectations, sets up a jumbo rate cut next week. European Central bank slashes rates again. Stocks, the USD dollar, and gold all rise on an easing of financial conditions. Will the bond vigilantes return?  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.

The Federal government proposes an empty land tax. Former BoC deputy governor says 50bps cut is coming. Oil prices move higher along with long term bond yields. US CPI comes in hotter than expected. Central banks easing globally into higher inflation?  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!See omnystudio.com/listener for privacy information.

Central banks are on a path of aggressive easing, stirring up discussions on inflation amidst rising geopolitical tensions and oil prices. The housing market shows surprising trends, with sellers reacting to interest rates in unexpected ways. Celebrating milestones, the hosts reflect on three years of insights and personal anecdotes. They also explore global monetary policies, highlighting socio-economic disparities and the impact of liquidity measures on asset performance. Humor and sports analogies add a lighthearted touch to serious economic discussions.

OSFI removes mortgage stress test on renewals. The BC Government will help you buy a home. Has Canadian energy peaked? Microsoft bets big on Nuclear energy and AI. The Chinese have fired the liquidity bazooka to try and revive its economy.  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO 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.