The Loonie Hour
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Today’s combined position on our country charts.
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Latest episodes
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Are we Reaching Capitulation in the Bond Market?
October 2, 2026 · 1 hr 2 minBond markets are deteriorating rapidly as yields rise and credit spreads begin to widen across the U.S., Canada, Europe, and Japan. We discuss what tightening financial conditions could mean for housing, equities, the broader economy, as…
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McDonald's CEO: Food Inflation Is Here to Stay
September 25, 2026 · 1 hr 11 minToday, we'll break down the renewed surge in global bond yields and what it could mean for interest rates, mortgages, housing, and the broader economy. Long-term yields are climbing across central banks globally, putting renewered pressure…
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Central Banks Commit to Raising Rates into an Energy Crisis
September 18, 2026 · 1 hr 16 minCentral banks are turning increasingly hawkish as an escalating global energy crisis keeps inflation under pressure. We'll break down why policymakers are committing to higher interest rates even as the underlying inflation problem is…
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Could the US Sanction Canadian Banks Next? w/ guest Ben Rabidoux
September 11, 2026 · 1 hr 5 minBen Rabidoux joins the show to break down the latest housing data, rising mortgage rates, record mortgage renewals, the ongoing shifting in economic alliances, and why delinquencies could continue climbing through 2027 and beyond. We also…
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Surging Bond Yields Will Delay Housing Recovery
September 4, 2026 · 1 hr 7 minGlobal bond markets are flashing warning signs as long-term yields surge across Japan, the UK, France, and other major economies, raising new concerns about government debt, inflation, and financial stability. Meanwhile, Canada’s housing…
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Trade Wars & Bubbles: What's Next?
August 28, 2026 · 59 minWe are joined by chief economist Peter Berezin at BCA Research to discuss the intensifying trade wars, the AI Boom, and the sovereign debt bubble. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For…
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The Sovereign Debt Crisis Accelerates
August 21, 2026 · 1 hr 9 minThe U.S. Treasury is taking steps that could help suppress long-term interest rates as exploding government debt and interest costs put increasing pressure on the financial system. We break down what this shift means for bonds, the U.S…
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We Are Early in the Secular Bull Market- w/Guest Jim Thorne
August 14, 2026 · 1 hr 16 minWe sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive…