Frances Donald, Chief Economist at RBC, discusses the nuances of the US economic landscape beyond the soft vs. hard landing debate. David Kelly from JP Morgan highlights the mixed signals in the global economy while navigating post-cycle realities. Ernie Tedeschi, from the Yale Budget Lab, critically examines the financial implications of tariffs initiated under Trump, emphasizing their impact on consumers rather than job creation. Kristen Bitterly, from Citi, stresses the need for robust retirement planning amidst current market challenges.

Frances Donald, RBC's Chief Economist, offers keen insights into Canada's economic future as it navigates significant challenges in 2025. She discusses the stark divergence from U.S. growth and monetary policy, fueled by changes in trade dynamics and political leadership. The conversation dives into pressing issues like rising economic inequality, the impact of immigration on labor and housing, and the urgent need for effective solutions to Canada’s housing affordability crisis. Donald outlines the complex interplay between economic growth, inflation, and policy measures.

Frances Donald, Chief Economist at RBC, illustrates the K-shaped economy and warns about the balance of US economic policies. Lisa Mateo, a seasoned journalist, discusses the evolving landscape of media and current events. They dive into the impacts of US tariffs on global trade and how these reflect on local industries. The conversation also touches on the unpredictable nature of governmental decisions and their effects on economic forecasting, highlighting the need for clearer political signals in today’s climate.