An Economist and Strategist walk into a bar...
An Economist and Strategist walk into a bar...
Ian is joined this week by Avery Shenfeld, Chief Economist at CIBC. The duo begin the episode discussing the most recent... Read more
9 Aug 2023
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23mins
This selloff has a deeper meaning
This selloff has a deeper meaning
Ian is joined by Jeremy Saunders this week, and the duo begin the episode discussing the recent bond market selloff. The... Read more
10 Jul 2023
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21mins
Someone is making a mistake...
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 l... Read more
15 Jun 2023
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24mins
‘Go with’ or go the other way?
‘Go with’ or go the other way?
The big news in Canada is the unexpected heat in the latest batch of CPI numbers. The reacceleration of Canadian prices ... Read more
25 May 2023
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23mins
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The way of the dodo?
The way of the dodo?
The most recent Debt Management Strategy (DMS) raised the possibility that the Canada Mortgage Bond (CMB) program may be... Read more
31 Mar 2023
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22mins
Under the table & dreaming
Under the table & dreaming
The extreme volatility this week warrants some serious discussion, and Ian is joined by Craig Bell for this episode. The... Read more
15 Mar 2023
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26mins
Two types of easing cycles
Two types of easing cycles
Ian and Jeremy begin the episode by discussing the FOMC meeting from last week. Jeremy spends some time dissecting the d... Read more
6 Feb 2023
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18mins
Why does the ‘Close Elevator’ button never work?
Why does the ‘Close Elevator’ button never work?
The first CYE episode of 2023 sees Ian joined by Jeremy Saunders, and the conversation starts with a discussion on globa... Read more
27 Jan 2023
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24mins
Big conversations in the short-end
Big conversations in the short-end
Ian is joined this week by Brenden Donaher, and the duo begin the episode by discussing Bank of Canada pricing for the u... Read more
28 Nov 2022
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27mins
Bank of Canada preview
Bank of Canada preview
Ian and Andrew discuss their expectations for the Bank of Canada interest rate decision next week. The duo walk through ... Read more
21 Oct 2022
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26mins
