Divergence is the most oct-cited narrative when it comes to Canadian macro right now and, for good reason. In this episode, Ian is joined by Andrew Grantham, and the duo begin the episode by dissecting the latest Canadian jobs report. Despite the eye-popping headline number, the reality is that...
Published 05/13/24
This past week demonstrated the largest amount of macro divergence over the past several years, with one major central bank hiking rates while another cut, at the same time the Fed straddles a dovish and hawkish message. This week, Ian is joined by Ali Jaffery in CIBC Economics, and the duo begin...
Published 03/22/24