The Loonie Hour

Steve Saretsky
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Mar 29, 2024 • 1h 7min

Immigration Cuts Could Push Canada into Hard Landing- w/ Ben Rabidoux

Economic analyst Ben Rabidoux discusses the impact of proposed immigration cuts on Canada's economy, housing market, and rental growth. Topics include potential rate cuts, mortgage stress tests, renters bill of rights, and implications of population growth changes. Conversation touches on indicators of economic downturn, educational institution restructuring, and the ethical complexities of immigration policies.
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Mar 22, 2024 • 1h 7min

Central Banks are Going to Cut Rates into Accelerating Inflation

Central banks are gearing up to cut rates amid rising inflation and commodity prices. Canadian house prices are on the rise while inflation in Canada is decreasing. The Federal Government is buying mortgage bonds. The podcast explores the impacts of central bank actions, the housing market conditions in Canada, recent US PMI data, and market risks amidst economic uncertainties.
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Mar 15, 2024 • 1h 3min

Canadian Living Standards are Falling

Premiers demand pause in Carbon tax increase, US inflation rises, crypto bull market returns, Rich takes Bank of Canada helm
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Mar 8, 2024 • 59min

Canadian Businesses are Failing at the Highest Rate Since 2006

The podcast discusses the surge in business insolvencies, climbing mortgage arrears, and the Bank of Canada holding rates. It also explores the federal government's attempts to mandate pension allocations and the anticipation of US jobs data by the markets.
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Mar 1, 2024 • 1h 4min

No Rate Cuts from The Bank of Canada this Year?

Tiff Macklem is on deck next week. Bitcoin hits record highs in Canadian dollars. Financial conditions are easing, pushing US equities and inflation higher. Canadian banks report earnings, the mortgage renewal wall is still a very big problem. GDP per capita declines for the sixth straight quarter.  Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/find-an-etf/?ecid=dw-LHPODNovGAM1-ADBMO26See omnystudio.com/listener for privacy information.
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Feb 23, 2024 • 1h 11min

Canadian Farmers are Bracing for Tough Times Ahead- w/ guest Shaun Haney

Canadian farmers are facing tough times with falling commodity prices and government policies impacting profits. Discussion also includes inflation in Canada, troubles at European banks, the benefits of owning S&P 500 index ETFs, and challenges in the agricultural sector like increasing technology adoption and financial struggles.
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Feb 16, 2024 • 59min

Higher for Longer? You can thank the US Economy

CPI inflation came in hot once again in the US. Bond yield volatility surges. Markets removing rate cut expectations. Recessions in Japan and the UK. Construction costs in Canada are finally coming down. The $60M ArriveScam issue. The carbon tax rebrands.  Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26See omnystudio.com/listener for privacy information.
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Feb 9, 2024 • 1h 5min

Real Estate Crisis Brings Deflation to China

US jobs numbers come in hotter than expected, boosting bond yields higher. Jerome Powell speaks on 60 minutes interview. Canadians could be jailed for promoting the benefits of oil and gas. China is experiencing deflation, deepening financial woes. Commercial property bust leaks into Europe.  eck out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26See omnystudio.com/listener for privacy information.
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Feb 2, 2024 • 1h 2min

The Economic Shock Will Come from Outside the US

Commercial Real Estate affects global banks, Powell delays rate cuts, bidding wars return in housing market, Europe drifts towards deflation, China's property crisis deepens with Evergrande liquidating holdings.
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Jan 26, 2024 • 1h 10min

Nobody is Positioned for a Second Wave of Inflation- w/ guest Tian Yang

Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign students. Business bankruptcies in Canada are soaring. US GDP comes in hot, defies recession calls. ECB holds rates. China financial risks and how they impact Vancouver Real Estate. Special interview with Tian Yang, CEO of global macro research firm Variant Perception. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Check Out The Variant Perception Here!https://www.variantperception.com/ Check out Addy! The largest institutional-grade commercial real estate investing platform in Canada! https://addyinvest.ca/Use our promo code "LOONIEHOUR"See omnystudio.com/listener for privacy information.

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