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Rate Cuts, Record Highs, and the Al Infrastructure Build-Out

Join hosts Sunny Singh and Zoe Brenzel as they unpack the latest market developments in our newest episode. Despite typical seasonal headwinds, markets continue their upward momentum as central banks shift their policy focus. From the tangible infrastructure behind artificial intelligence’s (AI) explosive growth to strategic opportunities in commodities, this episode covers the key themes shaping today’s investment landscape.

In this episode:

  • Markets rise, defying seasonal weakness
  • The U.S. Federal Reserve and the Bank of Canada cut interest rates: risk shifts from inflation to jobs
  • AI’s physical reality: The AI build-out is real
  • Canadian oil’s edge & gold’s insurance policy
  • October Watchlist: U.S. jobs and inflation data; U.S. government shutdown resolution?

Listen now to get their insights on navigating today’s dynamic markets.

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