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...

Ian is joined by Andrew Grantham this week, and the show begins by discussing why the Canadian economy appears to be growing much faster in Q4 compared to BoC expectations. The impact of previous supply-side restrictions, like the tragic wildfires in 2023 and the port strikes, are starting to...

Ian is joined by Jeremy Saunders and the duo begin the show discussing recent central bank decisions. With four major central banks abandoning their tightening bias, the data has undermined the market reaction by showing a stronger underlying economy. Jeremy talks about the problem with short-end...