With equity markets soaring in 2024 and inflation risks looming, are we heading for a major correction? Rosenberg Research’s Dylan Smith joins James Connor to break down 2025’s critical market and economic trends, from bubbly markets and the Fed’s Powell pivot to the stark contrast between U.S. growth and Canada’s vulnerabilities. Explore how Trump’s tariff policies, shifting central bank strategies, and global uncertainties could reshape the financial landscape of 2025.

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Chapters:

0:48 - Why Markets Reacted to Powell’s Hawkish Cut

4:18 - Inflation Fears: Is the Fed Overreacting?

9:28 - What’s Driving the U.S. Economy’s Resilience?

13:07 - Is the Fed Making Another Policy Error?

15:16 - The Powell Pivot: Is It Political?

16:49 - Canada’s Economic Struggles in 2025

18:37 - Could U.S. Tariffs Devastate Canada’s Economy?

21:39 - U.S. vs. Canada: How Dependent Are Their Economies on Exports?

23:22 - Immigration’s Surprising Impact on Canada’s GDP

27:38 - Rising Unemployment in Canada: What’s Behind It?

29:52 - Is Canada Headed for a Recession in 2025?

33:27 - Why the Canadian Dollar is at a 20-Year Low

35:41 - Canada’s Debt Advantage Over the U.S.

38:20 - Key Takeaways: Risks for the U.S. and Canada in 2025

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