UWC Strategy’s Post

Watch this morning’s segment of Bloomberg Surveillance to catch First Citizens Wealth’s Phillip Neuhart, director of Market and Economic Research, discuss the markets, the economy, interest rates and more. https://bloom.bg/3waA79O #Markets #Economy #Wealth

Joe Tracy's analysis highlights a fundamental shift in the #FederalReserve's monetary policy framework—from responding to "deviations" to only "shortfalls" in #unemployment. His research questions whether this change underestimates the link between tight labor markets and #inflation. As policymakers navigate these dynamics, understanding the implications is more crucial than ever. Dive into Tracy’s full post for key insights on labor markets, inflation, and economic stability: https://lnkd.in/gVtJEnjG

The link to yesterday’s conversation with Liz Claman -- on the economy, policy and markets. Thank you, Liz, for having me on your show. https://lnkd.in/eJYQB3NK #economy #markets #federalreserve

Our recent conversation with Martin Lefebvre, CIO at National Bank Investments. We discuss the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, bond yields, and changing labour market indicators. Also discussed are the recent Federal Reserve's 50 bps interest rate cut and its implications, the potential for a soft economic landing, and asset allocation decisions for the period ahead. https://lnkd.in/dt2G8RQ9

Our #InvestmentStrategy Weekly Update is available on our website! Discover the weekly economic outlook from our experts Clémentine Gallès, Yvan Mamalet et Juan Carlos Diaz https://lnkd.in/edsJiuJK #Insights #Economy 

The Bank of Canada has cut the policy rate by 25bps to 4.5%. With lower borrowing costs, long-term infrastructure projects can compete for capital currently allocated in long-term fixed-income investments. This is great news for the Canadian economy, particularly for the growth of the energy infrastructure sector. #EnergyInfrastructure #SustainableEnergy #Investment #InfrastructureProjects #SustainableFinance #Corix

Bank of Canada Cuts Interest Rates to 3% and Ends Quantitative Tightening 🔑 Key Takeaways from the Bank of Canada’s Announcement • Interest Rate Cut: The overnight rate is reduced to 3%, reflecting an easing of monetary policy. • End of Quantitative Tightening: The Bank will halt its balance sheet contraction and resume asset purchases in March. • Financial Market Impacts: U.S. bond yields have risen, while Canadian yields remain slightly lower. • Canadian Dollar Weakness: The loonie has depreciated against the U.S. dollar due to trade uncertainty. • Oil Price Volatility: Oil prices have been about $5 higher than previous assumptions in the October MPR. 🌎Global Growth Outlook • 3% global economic growth is expected over the next two years. • U.S. growth has been revised upward due to stronger consumption. • Eurozone growth remains subdued, constrained by competitiveness issues. • China’s economy is benefiting from recent policy actions, but structural challenges persist. 📈Market and Currency Implications • Diverging financial conditions: U.S. bond yields have climbed, while Canadian yields have edged lower. • Trade-related pressures: Uncertainty around potential U.S. tariffs has weighed on the Canadian dollar. • Oil price fluctuations: Prices have been volatile, rising about $5 higher than anticipated in the last MPR. 🍀What This Means for Businesses and Investors 1. Lower borrowing costs: The interest rate cut could ease financing costs for businesses and consumers. 2. Financial market shifts: Diverging monetary policies between the U.S. and Canada may impact investment flows. 3. Trade and currency risks: The weakening Canadian dollar may support exports but raises import costs. 4. Monetary policy flexibility: The Bank of Canada is signaling a shift towards economic support, balancing inflation risks with growth concerns. As the BoC navigates changing global conditions, its focus on economic stability and market confidence will remain a priority. The next few months will be crucial in determining whether further rate cuts or policy adjustments will be necessary. #BankOfCanada #InterestRates #MonetaryPolicy #EconomicGrowth #CanadianDollar #FinancialMarkets

In his most recent Commentary article, Kyron Harold, CFA dives into the surprisingly resilient economy, and how #unemployment and #inflation influence the #FederalReserve’s policy on future rate cuts. Be sure to read his #Macroeconomics Update by clicking the link below. 👇 https://lnkd.in/eGqcsbS3

What can be expected from an economic perspective if the interest rate policy from the Fed changes soon? Check out our latest Economist View blog: https://lnkd.in/dY2wiGzF #economy #interestrates #thefed

The Fed just lowered interest rates for the first time in 4 years! What does that mean for you and me? Check out our latest blog.