The Loonie Hour

Steve Saretsky
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May 17, 2024 • 1h 3min

Markets Melt Higher as Economic Data Weakens

The podcast delves into topics such as US CPI and retail sales, surprising Canadian job numbers, China EV's and solar panels ban, financial markets trending higher. Chapters cover S&P 500 index benefits, fox family observation, tariffs on clean energy, Canada job data analysis, rate cut odds, central banks' policies, and meme stock resurgence ethics.
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May 10, 2024 • 60min

The Central Bank Endgame- w/ guest Grant Williams

Governments are broke, and central banks are trying to maintain the illusion of stability. The next decade will not be like the last one, prepare for volatility. Inflation, interest rates, and political risks abound. House prices have created massive inequality and threaten social stability. Where do we go from here, and how do we plan for the central bank endgame? This week's interview with special guest Grant Williams.  Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO 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) Check out Grant William's Work and Podcast Here: https://www.grant-williams.com/ See omnystudio.com/listener for privacy information.
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May 3, 2024 • 1h 5min

Currency Crisis in Japan?

The Japanese Yen has fallen almost 50% against the US dollar since 2020. Attempts to intervene are failing. The USD needs to go lower through Fed easing. The Bank of Canada desperately wants to cut. GDP on a per capita basis is still contracting. Mortgage renewals finally starting to bite? Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO 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.
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Apr 26, 2024 • 1h 12min

How China is Interfering in Canadian Elections, Exposing Corruption w/ guest Sam Cooper.

Independent journalist Sam Cooper discusses China's interference in Canadian elections, fentanyl smuggling, and housing crisis. They also touch on market factors affecting rate cuts, weak retail sales, and stagflation concerns.
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Apr 19, 2024 • 1h 5min

Federal Budget Predicts Falling Interest Rates, No Recession?

The federal government dropped their latest budget which predicts no recession and falling interest rates. Will this make the Bank of Canada's job more difficult? Increased capital gains taxes will come with consequences, particularly for entrepreneurs. Who is really running the show in Ottawa? Robert Asselin, former economic advisor to finance minister Morneau joins the podcast.  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.
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Apr 12, 2024 • 1h 10min

US Inflation Derails the Bond Market

This week's episode we are joined by Chace Barber of Edison Motors to discuss the government grant scandal impacting their EV truck company. We then discuss US inflation, surging bond yields, desperate housing policy changes. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8 BMO 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.
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Apr 5, 2024 • 1h 12min

Are financial markets getting complacent?

Government spending pouring fuel on the fire at the Bank of Canada. Bond yields pushing higher as growing concerns over fewer rate cuts. Oil continues to climb higher. Are financial markets getting complacent? 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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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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