
← The Loonie Hour5 dagen geleden · 1 u 05 min
Could the US Sanction Canadian Banks Next? w/ guest Ben Rabidoux
<p>Ben 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 discuss the escalating Canada–U.S. trade dispute, inflation risks, rising global bond yields, weakness across several provincial housing markets, and how Canada’s booming energy sector might be helping keep government finances and mortgage rates under control.</p><p><br></p><p>Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Ottawa on October 13th!</p><p><br></p><p>Get Your Tickets Here:</p><p><a href="https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341" target="_blank" rel="noopener noreferer">https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-october-13th-tickets-2000313438341</a></p><p><br></p><p>Start an investment portfolio that's built to perform with Neighbourhood Holdings! </p><p>For Mortgage Brokers: <a href="https://www.neighbourhood.com/looniehour-brokers" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour-brokers</a></p><p>For Investors and Advisors: <a href="https://www.neighbourhood.com/looniehour" target="_blank" rel="noopener noreferer">https://www.neighbourhood.com/looniehour</a></p><p><br></p><p>Subscribe to Ben Rabidoux's Edge Analytics and Save $10/month forever!</p><p><a href="https://www.edgeanalytics.ca/lh39" target="_blank" rel="noopener noreferer">https://www.edgeanalytics.ca/lh39</a></p><p><br></p><p>Check Out True North Mortgage's 40-Year Amortization Plan:</p><p>Visit <a href="https://www.truenorthmortgage.ca/" target="_blank" rel="noopener noreferer">https://www.truenorthmortgage.ca/</a> today!</p><p><br></p><p>Schedule an exploration call with IceCap Asset Management: <a href="https://icecapassetmanagement.com/contact/" target="_blank" rel="noopener noreferer">https://icecapassetmanagement.com/contact/</a></p><p><br></p><p>✉️ Media & Real Estate Inquiries: <a href="mailto:steve@stevesaretsky.com" target="_blank" rel="noopener noreferer">steve@stevesaretsky.com</a></p><p><br></p><p>Stay up to date with our information -</p><p>📫 My Real Estate Substack: </p><p><a href="https://stevesaretsky.substack.com" target="_blank" rel="noopener noreferer">https://stevesaretsky.substack.com</a></p><p>📫 The Loonie Hour Substack: </p><p><a href="https://looniehour.substack.com/about" target="_blank" rel="noopener noreferer">https://looniehour.substack.com/about</a></p><p><br></p><p>📊➡️ Loonie Hour Socials: <a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>🎙️ Listen to the Podcast on Your Preferred Platform:</p><p><a href="https://linktr.ee/looniehour" target="_blank" rel="noopener noreferer">https://linktr.ee/looniehour</a></p><p><br></p><p>Timestamps:</p><p>00:00 Introduction</p><p>08:12 Is Canada’s Housing Market Bottoming?</p><p>11:27 Mortgage Rates Are Moving Higher</p><p>16:05 When Will Bonds Become Attractive Again?</p><p>18:19 Bank of Canada Rate Hikes Are Coming</p><p>20:04 Inflation Expectations Matter</p><p>23:35 Europe Is Raising Rates Again</p><p>25:22 The Next Wave of Inflation</p><p>30:02 Canada’s Regional Housing Markets</p><p>31:40 Canada’s Rental Market Will Stay Weak</p><p>32:54 Canada-U.S. Trade War Escalates</p><p>35:01 Mortgage Delinquencies Hit Record Highs</p><p>37:16 The Mortgage Renewal Wave Is Here</p><p>40:16 Canada’s Economy Faces More Pressure</p><p>41:44 The Risk To Canadian Banks</p><p>44:58 Canada’s Money Laundering Problem</p><p>49:40 How Iranian Capital Can Enter Canada</p><p>53:09 Good News For Canada</p><p>53:31 Foreign Investors Are Buying Canadian Bonds</p><p>54:28 Oil & Gas Is Helping Balance Canada’s Budget</p><p>56:08 Is Canada Becoming More Pro-Energy?</p><p>58:35 Canada’s Politically Charg