Reflection on office building glass windows with curve lines

A 10yr bond walks into a bar…

Curve Your Enthusiasm

The recent increase in COVID-19 cases is showing up in the data in different ways, in different regions. Royce describes why inflation surprises shouldn’t be taken at face value, while growth surprises aren’t as concerning as the bond market is suggesting. Ian walks through his expectation for the FOMC meeting next week, and provides a framework for thinking about how the Fed’s taper will impact bond yields. Both Ian and Royce do a deeper dive on the recent communications from the Bank of Canada, and discuss why quantitative-tightening (QT) is an elegant solution for the BoC in the coming hiking cycle.

Featured in this episode

Royce Mendes
Royce Mendes
Featured Guest

Podcast episode contributor

In this series: Curve Your Enthusiasm

Your feedback matters to us!

Please fill out the form below to share your feedback to the CIBC Capital Markets Insights team.
If you would like to provide further details, please feel free to contact us.