Show notes
The Federal Reserve is changing how it communicates with markets, and the ripple effects are being felt across bonds, currencies, housing, and equities. We break down Kevin Warsh’s shift away from forward guidance, why long-term Treasury yields continue to climb, and what it could mean for interest rates going forward. We also discuss New York’s proposed second-home tax and government-backed grocery stores, the escalating conflict between the US and Iran, Korea’s margin-call meltdown, growing weakness in the bond market, pressure on the Canadian dollar, and why the energy sector may present one of today’s most compelling investment opportunities.Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourSchedule a call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: [email protected] up to date with our information -📫 My Real Estate Substack: https://stevesaretsky.substack.com📫 The Loonie Hour Substack: https://looniehour.substack.com/about📊➡️ Loonie Hour Socials: https://linktr.ee/looniehour🎙️ Listen to the Podcast on Your Preferred Platform:https://linktr.ee/looniehourTimestamps:00:00 Introduction04:58 Canada’s Housing Bailouts Aren’t Working09:14 Will Higher Taxes Drive Capital Away?15:31 Canada’s Empty Homes Taxes16:57 When Homeowners Are Forced to Sell20:10 Could Canadian Housing Stagnate for a Decade?21:51 Kevin Warsh’s New Federal Reserve22:51 The End of Forward Guidance24:44 Why the Fed May Raise Interest Rates26:22 Is the US Dollar About to Explode Higher?28:34 Quantitative Easing Never Really Ended30:50 What to Expect at Jackson Hole32:19 US 30-Year Treasury Yields Surge33:49 Could Long-Term Rates Eventually Reach 20%?37:02 America’s Growing Debt Wall39:01 Why the Bond Market Keeps Deteriorating41:48 The US-Iran War Escalates Again42:44 Are We Already in World War III?45:13 The Rotation Out of Technology Stocks46:22 Korea’s Leveraged Investing Disaster47:02 The AI Hedge Fund That Blew Up50:59 The Market’s Back-to-Back Bubbles52:15 Hedge Funds Turn Bearish on the Canadian Dollar54:26 The Market’s Biggest Current Debate55:12 US Mortgage Rates Reach a One-Year High56:19 America’s Multifamily Housing Crisis57:06 Cheap Money Created an Oversupply Problem57:30 The Feds Inflated Home PricesDisclaimer:The information within our content is not intended to be or construed as investment advice. Please consult a professional advisor before putting a "loonie" into any of these financial markets.#LoonieHour #macroeconomics #geopolitics
