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How global events impact Canadians. Macroeconomics - Markets - Policy. The Loonie Hour Podcast, hosted & written by Industry Insiders. This is where we share our insights.

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Latest Issues

Is Canada Becoming a Nation of Renters?

Housing starts fell 8.6% m/m in June to hit 239k on an annualized basis. The 6-month trend is still running at 251k, a stunningly high number in the context of a declining population.

Starts were also down relative to last year (-12.6% y/y...

10 days ago
13
1

The Most Important Charts for Canadians Right Now

The data below paints a stark picture of the current Canadian landscape, a story of domestic economic stagnation contrasted against a surprising silver lining for Canadian investors.

Every month, we are breaking down charts & data from our...

20 days ago
32
7

Winning Votes, Losing the Economy: Canada Has No Where Else To Go

As Canadians head for their well-deserved summer break, I am struck by the growing parallels with our colonial forebears. The U.K., a country I called home for more than a decade, is suffering many of the same economic and political issues...

a month ago
41
29

Canada's Big Short Moment

The Great condo bailout has arrived, and there’s a lot happening under the hood you need to know.

Last week we learned that Mark Carney, in partnership with David Eby, announced the new Canada-British Columbia Partnership on Condo Conversi...

a month ago
98
16

Canada's Population Reversal: What Makes Rentals Tank, and Resales Hold?

Population growth continues to course-correct following years of destructive policies under the Trudeau government. Allowing immigration (including temporary resident admissions) to hit a 1.2 million annual run rate at peak remains, I belie...

a month ago
24
4

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  • The Loonie Hour

    Handwritten pieces from the hosts of The Loonie Hour Podcast. A Canadian macroeconomic Substack analyzing global events, policy, housing, and financial markets. Breaking down what it all means for Canadians and their money.

  • Steve Saretsky

    Real Estate aficionado. Vancouver Realtor & investor. Avid student of Macro Economics and Credit Cycles.

  • Richard Dias

    Co-host of the Loonie Hour

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