Someone is making a mistake…

Ian is joined by Andrew Grantham, and the duo begin the episode discussing the FOMC rate decision. Andrew lays out the logic behind his forecast for a July and September hike, while Ian walks through the implications for the Bank of Canada. Ian introduces his new bond forecasts and talks about why current market pricing for the Bank and the Fed looks so strange compared to prior cycles. Andrew talks about his economic outlook for 2024 and highlights the upcoming weighting changes for CPI next week.

Featured in this episode

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.