Reflection on office building glass windows with curve lines

Crocodiles are faster than you think – rate hikes might be too

Royce and Ian are back together after a few weeks off to dissect all of the conflicting economic data releases in the US. Royce talks about how some of the growing pains south of the border might be a precursor to future developments in Canada. Ian gives a rundown of how investors are digesting all of this new information, and flags some potential catalysts for market volatility in the coming months. The episode closes with Royce discussing new research on the neutral rate in Canada, which suggests that the economy might need rates to eventually rise higher than the Bank of Canada thinks and at a faster pace than the market is now pricing in.

Featured in this episode

Royce Mendes
Royce Mendes
Featured Guest

Podcast episode contributor

In this series: Curve Your Enthusiasm

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