Episodes

Thursday Feb 20, 2025
The Potential Market Impact of Hot CPI and Universal Tariffs
Thursday Feb 20, 2025
Thursday Feb 20, 2025
In this episode, Dustin Reid, Chief Strategist for Fixed Income, discusses the ongoing volatile macro economic landscape in North America and Europe. Dustin explains how the market is perceiving the impact of both Canadian and US inflation data, and what the likely implications are for Bank of Canada and Fed policy. Dustin also speaks to how the Trump administration is viewing tariffs and where cross-asset markets might not be pricing what could happen next.
This episode was recorded on February 19, 2025.
Version: 20241125