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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.
Episodes
Friday Mar 21, 2025
Friday Mar 21, 2025
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Federal Reserve's shift towards a more uncertain economic outlook, highlighting concerns about downside growth risks and rising inflation projections. He explores trade dynamics between the US and Canada, covering current and upcoming tariffs and the political context influencing Canada's response. Additionally, Dustin examines current events in Canadian politics, the Bank of Canada, and Germany's suspension of the debt brake and its commitment to military and infrastructure spending.
This episode was recorded on March 20, 2025.
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