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Canadian CPI came in above expectations for April, prompting speculation about an end to the Bank of Canada’s pause on rate hikes. On today’s episode, portfolio managers Chris McHaney, Om Karmalkar and your host, Mckenzie Box, explore what this could mean for markets. They also discuss low-volatility strategies, the U.S. debt ceiling standoff, and what recent corporate earnings can tell us about the state of the global economy.
U.S. inflation eases to 4.9% in April, its lowest rate in two years. On today’s special episode, portfolio managers Matt Montemurro, Vishal Bhatia and your host Mckenzie Box explore whether this data will influence the Fed’s potential pause. They also discuss gold’s recent rally, when we could see yield curve normalization and Big Oil’s profits.
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