The Loonie Hour

Steve Saretsky
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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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Jan 19, 2024 • 1h 14min

Hopes of Rate Cuts from the Bank of Canada are Starting to Fade

Core inflation in Canada hotter than expected, immigration pressures shelter inflation, Feds contemplate limiting foreign students, bond yields push higher, nuclear energy coming to Alberta, World Economic Forum kicks off
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Jan 12, 2024 • 1h 9min

Inflation Jumps Higher than Forecasted- w/ guest Jared Dillian

Inflation remains sticky but the Fed will still cut. Could this spark a second wave of inflation? Guest Jared Dillian, author of The Daily Dirtnap suggests the stock market is on the cusp of a pull-back. Trading sentiment tops and bottoms. The striking similarities between US stocks and Canadian housing. Property taxes surge in Canadian cities. Pre-order Jared’s new book, No Worries: https://www.amazon.ca/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG?nodl=1&dplnkId=e3b1f304-3833-462e-a863-858ba884a23f 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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Jan 5, 2024 • 1h 17min

The Perils of The Green Energy Transition- w/ guest Doomberg

Energy expert and popular newsletter writer, Doomberg, discusses the challenges of the green energy transition. They highlight the trade offs and the sobering reality Canadians face in the years ahead. Topics include net zero cars, nuclear energy, solar and wind, and the importance of considering nuclear power in reducing emissions.
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Dec 29, 2023 • 1h 8min

Is Canada on the Verge of a Debt Crisis?

We discuss Pierre Poilievres video that has gone viral regarding a potential debt crisis in Canada. Our total debt to GDP sits at 305% and is one of the highest in the G20. This has garnered responses from Chrystia Freeland, the mainstream media, and various economists. What does the Loonie Hour think? Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Try Out Canva for Teams! Get an extended 45-day trial here:https://canva.me/looniehourSee omnystudio.com/listener for privacy information.

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