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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Fed and BOC Hold Rates: Parsing Policy and Market Signals
The Invested
36 minutes 36 seconds
3 months ago
Fed and BOC Hold Rates: Parsing Policy and Market Signals
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Fed's decision to hold rates, emphasizing Chair Powell's unexpectedly hawkish tone and the rare dissent among governors. He also examines the Bank of Canada's shifting stance on core inflation, subdued Q2 growth expectations, and the added uncertainty posed by Canada-US trade negotiations. Dustin outlines the team's current portfolio strategy, including a structurally weaker US dollar view, tactical duration positioning across regions, and selective emerging market exposure – particularly in Mexico and Brazil.
This episode was recorded on July 31, 2025.
The Invested
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
