Joshua Rosenmeier
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In this week’s The Week Ahead, Avery Shenfeld looks at why preserving CUSMA still matters for Canada’s economy, alongside key upcoming market drivers including the Bank of Canada decision and important U.S. inflation and consumer data.
In this Week's Week Ahead, Chair Kevin Warsh’s push to rethink the Fed’s “dot plot” takes center stage, given its track record of unreliable rate predictions and the volatility it creates.
With so much uncertainty in the economic outlook, we believe it’s more important to focus on incoming data, like labour and CPI reports, rather than relying on the dots for guidance.
In this week’s The Week Ahead, Benjamin Tal explores whether AI investment is fueling short-term optimism beyond what fundamentals justify, and examines the challenges impacting the future of AI-driven economic growth.
This week in The Week Ahead, Avery Shenfeld highlights how US deficits and global tensions are keeping long-term Treasury yields high. Even if rates fall briefly, lasting challenges mean higher borrowing costs could continue to impact housing and economic growth.
In this week’s The Week Ahead, Avery Shenfeld highlights Kevin Warsh likely becoming the next Fed chair.
Although Warsh has some unusual ideas and a mixed history at the Fed, he probably won’t make big changes right away, since he’ll need to prove his independence and rely on the Fed’s experienced staff.
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