In this episode, Durham Abric, Head of US Inflation at Citadel Securities, shares his outlook on US inflation for the second half of 2025, the market's perception of inflation trends, and why tariff-related volatility has yet to be fully reflected in CPI numbers. He examines the Fed's current policy stance, the risks of policy missteps, and how housing market trends and immigration could influence inflation dynamics. Durham also highlights several factors that are shaping client sentiment and explains why long-duration TIPS may be undervalued in client portfolios.

This episode was recorded on June 25, 2025.

In this episode, Shahab Jalinoos, Managing Director and Head of G10 FX Strategy at UBS, shares his insights into the structural forces that could weaken the US dollar and challenge its long-standing global safe haven status. He examines the breakdown of traditional cross-asset correlations and explains how shifts in hedging strategies could drive appreciation in other currencies. Shahab also discusses the key factors that could lead to a sustained weakening in the dollar's value.

This episode was recorded on May 29, 2025.

In this episode, Frank McKenna, Deputy Chair at TD Securities and former Canadian ambassador to the US, shares his insights on the outcome of the Canadian federal election, what it means for Prime Minister Carney, and potential implications for financial markets. He explores how external factors shaped Canadians' demand for decisive leadership and how Prime Minister Carney can govern assertively with a strong minority government. Frank also discusses the fiscal challenges facing the new government and potential economic implications moving forward.

This episode was recorded on April 29, 2025.