The Loonie Hour

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.

The federal government shocks the market by pushing CMHC insured mortgages up to $1.5M. The Bank of Canada finally gets inflation back down to 2%. The Federal Reserve surprises markets, cuts rates by 50bps.  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.

The unemployment rate moves higher. Rental and housing market continues to soften. The ECB cuts rates, more to come as the German economy weakens. US CPI comes in hotter than expected ahead of the Fed meeting next week.  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.

Interest rates in Canada are dropping again, spurring discussions about potential housing price increases. The NDP's breakup with the liberals raises questions about upcoming elections. University cities see a decline in rent, influenced by changing enrollment trends. In the U.S., a weakened job market impacts the stock market, hinting at broader economic shifts. The show blends economic insights with playful banter about back-to-school excitement and NFL predictions, making complex financial topics more engaging and relatable.