Dustin Reid – Making Sense of Market Volatility

On this episode, Dustin Reid, Chief Fixed Income Strategist, analyzes the latest US CPI and PPI data, shedding light on the current state of inflation and its potential impact on the Fed’s decisions for the remainder of the year. Dustin shares his insights on the recent surge in market volatility, examining both technical factors and fundamental concerns. Additionally, Dustin discusses the Bank of Canada’s rate cut trajectory and highlights his team’s recent portfolio trades.

This episode was recorded on August 14, 2024.