Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
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Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications
Get Sharpe
32 minutes
4 weeks ago
Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications
In this episode, Steve Englander, Global Head of G10 FX Strategy and North American Macro Strategy at Standard Chartered Bank, discusses the evolving US macro landscape heading into Q4. He examines the Fed's recent rate cut, the implications of rising productivity on the neutral rate, and the early impact of AI on the labour market. Steve shares his views on US dollar positioning, potential challenges to Fed independence, and downside risks to Canadian growth and currency performance. He also addresses the durability of the current carry trade environment and the broader implications of policy-driven market volatility.
This episode was recorded on September 30, 2025.
Get Sharpe
Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
