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
May 14, 2020 • 20min
Currency outlook: Expectations for the Canadian dollar
Equity markets stormed back despite very frightening economic numbers. How has the Canadian dollar behaved alongside this market optimism? And with continued fiscal and monetary stimulus, fears of inflation have re-emerged. Meanwhile, incoming Bank of Canada governor, Tiff Macklem, has not ruled out negative interest rates. In this episode of Market Points, Shaun Osborne, Managing Director and Chief Currency Strategist at Scotiabank, shares his expectations for the Canadian dollar and explains why inflationary fears may be overblown.
May 8, 2020 • 21min
Emerging markets: Latin America in a global context
The global economy has slowly started to reopen. As the world attempts an apprehensive return to normal, if there is such a thing, how well positioned are Latin American countries for recovery? And what does a strong Latin America mean for Canada? In this episode of Market Points, Brett House, Vice President and Deputy Chief Economist at Scotiabank, discusses Latam in a global context and explains why international relations are more important than ever.
Apr 28, 2020 • 14min
Emerging markets: Opportunities and threats
China appears to be at the beginning of a recovery while the world’s largest economy, the United States, is still reeling from the effects of COVID-19. Emerging market economies around the globe rely heavily on the health of these two giants for trade and investment. But which countries are exposed to greater risk due to additional domestic weakness? Which nations could recover ahead of us all? In this episode of Market Points, Bertha Arroyo, Associate Director, FX Trader at Scotiabank, shares an update on the opportunities and threats facing the emerging market economies in Asia and Latin America.
Apr 17, 2020 • 18min
Stimulus measures: Impact on the economic road ahead
The Q1 numbers on the Canadian economy are in, and the hit we’ve taken has been massive. On April 15th, the Bank of Canada announced a new round of stimulus measures designed to minimize the damage caused by the COVID-19 crisis. By taking a page out of the Fed playbook, the Bank of Canada is reluctant to talk forecasting, citing uncertainty surrounding the situation we find ourselves in. But if we don’t understand how deep the hole might be, is there a downside to these unprecedented fiscal and monetary measures? In this episode of Market Points, Derek Holt, Vice President and Head, Capital Markets Economics at Scotiabank, shares his thoughts on the rough economic road ahead.
Apr 9, 2020 • 20min
Battle plan: A look at COVID-19 fiscal and monetary policy initiatives
If the COVID-19 pandemic is an economic war, fiscal and monetary policy form critical components in the battle plan. A country’s success certainly depends on the size of their war chest, but more importantly, its their willingness to use it. Their speed of deployment, and their ability to coordinate efforts across various levels of government, that will ultimately determine the effectiveness of any policy. But as countries concentrate their efforts on mitigating domestic damage, cracks begin to form in international relationships. The EU has three of its largest economies – Italy, Spain and France – among the hardest hit regions across the globe. In this episode of Market Points, Juan Manuel Herrera, Currency Strategist at Scotiabank, shares his thoughts on government and central bank policy effectiveness, and winning the fight for our lives and livelihoods.
Apr 1, 2020 • 21min
Unprecedented uncertainty: What does this mean for the Canadian dollar?
In what has been one of the strangest quarters in modern history, COVID-19 has brought record volatility and unprecedented uncertainty in the financial markets. Economies around the globe have slammed on the brakes, travel and hospitality industries have virtually disappeared, and oil prices have plummeted. But what does this mean for the Canadian dollar? In this first episode of Market Points, we hear from Shaun Osborne, Managing Director and Chief Currency Strategist at Scotiabank.
