Show notes
The 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. dollar, commodities, Canadian housing and global markets. We also touch on Canada-U.S. trade, the Churchill Falls energy deal, rising diesel prices, Argentina, various speculative assets like crypto and Bitcoin skyrocketing, and the worsening economic slowdown in China.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/looniehourCheck out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!Schedule an exploration 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 Introduction08:21 Canadian Housing Update13:22 Mortgage Rates and Housing Risk16:04 Canada-U.S. Trade Deal17:48 Churchill Falls Energy Megadeal26:53 The U.S. Bond Market Intervention30:58 How the Treasury Is Suppressing Long Rates35:53 America’s Exploding Interest Costs40:36 Canada’s Debt Problem46:37 What Higher Rates Would Do to Housing50:48 Commodities vs Financial Repression54:17 The Commodity Supercycle56:50 Diesel Prices Are Surging57:57 Argentina and the Currency Crisis01:02:52 China’s Economy Is Getting Worse01:07:25 Global Macro Trends Are Strengthening01:08:03 Canada Inflation Update01:08:45 Closing ThoughtsDisclaimer: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 #globaldebt
