Scotiabank Market Points
Scotiabank Global Banking and Markets
Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now.Important Disclosures:This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. For all legal disclosures, please visit https://www.gbm.scotiabank.com/en/legal.html
Episodes
Mentioned books
Oct 9, 2026 • 29min
Q4 U.S. and Canada rates outlook
Roger Quick, Scotiabank’s Canadian fixed-income strategist, and Boris Sender, its U.S. rates strategist, unpack a turbulent bond-market year. They explore why U.S. yields surged while Canadian bonds held up better, shifting Fed and Bank of Canada expectations, resilient growth, inflation, fiscal policy, AI-driven issuance, and long-term yield pressures. They also spotlight the data and policy catalysts shaping markets through year-end.
Sep 4, 2026 • 28min
Leading in the Age of AI: Highlights from The Scotiabank Women Initiative Summer Insights Forum
Leaders from Scotiabank, Microsoft and eStruxture explore how AI is transforming innovation, communication and workforce development. The conversation covers human-centered applications, measuring value beyond pilots, reskilling teams to work with AI agents, and the infrastructure, governance and trust needed for responsible scale. Gender equity and empathetic leadership round out the discussion.
Aug 12, 2026 • 23min
2026 Mid-year Debt Capital Markets Outlook
Debt capital markets delivered another record-setting start to the year, with strong issuance across both Canada and the U.S. In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Attia, Managing Director and Head of U.S. Debt Syndication, look at what drove first-half activity and why markets have been able to absorb so much supply. They also discuss the key themes expected to shape the second
half of 2026, and how markets are positioning to handle continued issuance amid the path of interest rates, evolving investor demand, and ongoing geopolitical uncertainty.
Jun 5, 2026 • 20min
What if the oil shock intensifies? Implications for the Canadian economy and beyond
Hugo Ste-Marie, a multi-asset strategist who studies oil price shocks, and Olivier Gervais, a macro modeller focused on oil’s impact on Canada, break down historical shock factors and current production constraints. They discuss inventory risks, when rising oil stops helping Canada, threshold effects near $120–$130 WTI, and market scenarios from steady growth to a recessionary super spike.
Feb 11, 2026 • 22min
2026 Debt Capital Markets Outlook
Fadi Attia, Managing Director and Head of U.S. Debt Syndication at Scotiabank, offers expert analysis on U.S. issuance drivers and market technicals. He discusses record 2025 issuance, forecasted 2026 supply from hyperscalers, M&A and refinancing. Conversation covers curve shifts, investor cashflows, tight spreads despite heavy supply, and practical advice for timing and execution in 2026.
Nov 3, 2025 • 32min
Powering intelligence: AI’s energy footprint
In this engaging discussion, Alex de Vries-Gao, Founder of Digiconomist and researcher on digital sustainability, delves into the escalating energy demands of AI. He highlights the complexity of quantifying AI's power consumption and the gaps in corporate transparency that hinder accurate measurements. Alex notes that AI's energy usage could rival that of the Netherlands, impacting electricity demand and environmental policies. He warns about the hidden costs of unchecked growth and advocates for responsible innovation amidst rising emissions.
Oct 21, 2025 • 26min
China’s overcapacity problem: The LatAm ripple effect
In this episode of Market Points, host Nick Pocrnic, Director, Mining Sales Specialist at Scotiabank in Toronto, speaks with Alfonso Salazar Herrera, Analyst, LatAm Metals & Mining at Scotiabank Inverlat in Mexico City, about how China’s mounting industrial overcapacity is reshaping demand for key Latin American exports. From steel and iron ore to copper and pulp, they explore the knock-on effects of China’s slowing construction, shifting trade patterns, and discuss expectations around China’s
upcoming five-year plan. With Latin American producers and investors squarely in the path of these structural shifts, Alfonso cautions, “if you get China wrong, you get everything wrong.”
Oct 6, 2025 • 21min
North to South: Simplifying trade and supply chain complexity
Global trade is shifting—and the pressure is on. In the latest episode of Market Points, Dyanne Carenza, Managing Director, Global Trade & Working Capital Solutions, and Matthew Parker-Jones, Senior
Vice President, International Commercial Banking, dive into the rising
complexity CFOs and treasurers face across the Americas. From fractured supply chains to FX volatility, discover how Scotiabank is helping corporates build resilient, multi-regional strategies with trusted execution and advisory support.
Aug 22, 2025 • 12min
Midyear IPO Survey: Risk-on for institutional investors
In this episode of Market Points, Michelle Khalili, Managing Director and Global Head, Equity Capital Markets and Corporate Finance Advisory, speaks with Pete Gordon, Director, Equity Capital Markets, about the latest institutional investorsentiment toward IPOs.
Drawing from Scotiabank’s recent IPO survey of global institutional investors representing $4 trillion in assets, they discuss growing risk appetite, the return of growth as the top priority over profitability, and the strong interest in AI-driven technology. While macro uncertainty and inflation remain concerns, the outlook for the remainder of 2025 is constructive, with a robust pipeline and accelerating investor demand.
Aug 13, 2025 • 36min
U.S. and Canada rates update
Boris Sender is the Director of U.S. Rates Strategy at Scotiabank, while Roger Quick leads Canadian Rates Strategy. They delve into the impact of U.S. tax cuts and tariffs on economic growth and job creation. The conversation highlights Canada’s resilience in trade tensions and the implications of shifting fiscal policies. They analyze labor market trends affecting the Federal Reserve's decisions, along with strategies for navigating Canada’s interest rate landscape amid rising deficits and infrastructure funding needs.
