Curve Your Enthusiasm cover image

Enjoying the moment

Curve Your Enthusiasm

CHAPTER

Economic Divergence and Rate Sensitivity

The chapter analyzes the adjustments regarding probabilities and inflation targets, reflecting on the confidence in reaching the 2% mark and implications of rate divergence with the Fed. It explores the financial disparities between Canada and the US post-2008 crisis, focusing on household debt accumulation, rate sensitivity, and potential responses to higher rates. The discussion covers economic divergence, basis point differentials, market uncertainties, and the potential for a steepening cycle in rates, emphasizing the importance of rationale in investment decisions.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner