HeyJaredThe Loonie Hour
How global events impact Canadians. Macroeconomics - Markets - Policy. The Loonie Hour Podcast, hosted & written by Industry Insiders. This is where we share our insights.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
Europe: There is Trouble in Paradise - Part 2 (opens the original)
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In Part One of this two-part series, we laid out why Germany’s economic malaise means trouble for Europe writ large. Its economy is pincered between an energy shock and stiff competition from China, an emergent auto-export powerhouse. In Part Two, we turn to France — Europe’s other core economy.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!d4FY!,f_auto,q_auto:good,fl_progressive:st
Europe: There is Trouble In Paradise - Part 1 (opens the original)
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Europe is in serious trouble. This two-part series starts with Germany and ends with France, its two largest economies. This is because without a strong core, the European project falls apart. Italy, Spain, and the rest lack both the political heft to turn things around and the balance sheet to backstop a crisis.So, to Germany, where we have seen this movie before. Twenty-five years ago, Germany was known as the “Sick Man of Europe.” After the fall of the Iron Curtain came reunification, and whi
The Accidental Lifeline Keeping Canada Out of Recession (opens the original)
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Stay up to date with our data, and download the (free) chart pack below. Updated every month.Loonie Hour Substack Icecap Canada Chartpack 202625.7MB ∙ PDF fileDownload<a class="file-embed-button narrow" href="https://loo
Central Banks Are About to Make a Major Policy Mistake (opens the original)
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In April, Keith warned that a prolonged conflict between the U.S., Israel, and Iran would drive food prices higher by raising the cost of the inputs that industrial agriculture depends on. For example, natural gas the primary feedstock for fertilizer. Unfortunately, it is playing out exactly as he suggested. The systems that produce and deliver food are global. Hence, a major shock in one part of that system, especially in a region closely tied to energy, will eventually show up in costs
Ontario’s Credit Hangover Is Getting Worse (opens the original)
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I’ve argued before that there’s a good chance that housing in Ontario is entering what may be a multi-year bottoming process. Sales have stabilized in a number of markets, inventory is declining, and prices are no longer falling at the pace they were.But there is an important distinction between the housing market bottoming and the credit cycle bottoming. They are not the same thing, and the latest data suggest Ontario’s credit hangover is still getting worse.Think of it as the morning after a t
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