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What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
Episodes

Friday May 09, 2025
FOMC, Tariffs, and Carney’s White House Visit
Friday May 09, 2025
Friday May 09, 2025
In this episode, Dustin Reid, Chief Fixed Income Strategist, provides his key takeaways from the latest FOMC meeting, offering insights into the Fed's stance on interest rates, inflation, and economic growth. He also examines ongoing trade discussions, specifically recent developments between the US and UK, and how tariffs have been impacting market sentiment and risk appetite. Finally, Dustin shares his perspectives on the significance of Prime Minister Carney's visit to the White House and what it may signal for Canadian-US relations going forward.
This episode was recorded on May 8, 2025.

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