Episodes

  • Central banks, elections, and FX: Decoding the signals for global markets

    Central banks, elections, and FX: Decoding the signals for global markets
    Sep 13 2024
    Shifting interest rate policies are creating new challenges and opportunities for global markets and investors. On this episode of Market Points, Shaun Osborne, Managing Director, Chief Currency Strategist, and Brendan Stark, Managing Director and Head, Institutional Short Term Interest Rate and FX Sales, discuss the market implications of the latest Bank of Canada and anticipated Federal Reserve rate decisions. They also explore the potential market impact of the upcoming U.S. election, including effects on the US dollar, and highlight their expectations for currencies that could outperform in a period of elevated uncertainty and market volatility. Tune in and find out if the Canadian dollar makes the cut.
    Show more Show less
    18 mins
  • Focus on nearshoring: Why the EMS industry in Guadalajara, Jalisco, is the next frontier

    Focus on nearshoring: Why the EMS industry in Guadalajara, Jalisco, is the next frontier
    Aug 19 2024
    Mexico is at the center of a historic shift in global value chains to produce semiconductors and electronics. This has catalyzed strong growth of the Electronic Manufacturing Services (EMS) industry in Guadalajara and across the state of Jalisco. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, speaks with Analysts Andres Coello and Francisco Suarez about the factors driving this new frontier. They explore why existing infrastructure, integrated value chains and education advancements are ideally positioning Guadalajara for EMS opportunities ahead, as well as the real estate trends being fueled by EMS growth. And with a newly elected administration, led by President-elect Claudia Sheinbaum, we’ll explore what investors should watch for and how the incoming policies and priorities will spur nearshoring and EMS-related growth. View Reg AC Certification and Disclosures
    Show more Show less
    20 mins
  • The Future of Data-Rich Payments

    The Future of Data-Rich Payments
    Aug 14 2024
    For many businesses and consumers across Canada, sending regular remittances abroad and receiving inbound funds can be complex and challenging. In response, Scotiabank and many other payment industry leaders are rolling out new data-rich technology to enhance transparency, streamline payment processes, and speed up transaction times. On this episode of Market Points, Kim Salti, Director, North American Business Payments Products, and Charlene Lee, Director of Cross-Border Payments Transformation, delve into how data-rich payments are changing the game.
    Show more Show less
    28 mins
  • Mid-year bonds update: A resilient first half of 2024, but what comes next?

    Mid-year bonds update: A resilient first half of 2024, but what comes next?
    Aug 1 2024
    Dormant sectors came back to life in the first half of 2024, significantly boosting debt market activity and issuance. On this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head, Canadian Debt Capital Markets, and Fadi Attia, Managing Director and Head, U.S. Debt Syndication highlight leading sector issuance, key risks, and emerging opportunities. They discuss the factors shaping the market, including the U.S. Federal Reserve Board’s policy messaging and anticipated easing. They also look beyond the risks and uncertainty linked to the U.S. election to consider insights and opportunities for strategic investors.
    Show more Show less
    22 mins
  • Taking stock 2024: How investors are adjusting to mid-year macro trends

    Taking stock 2024: How investors are adjusting to mid-year macro trends
    Jul 9 2024
    Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage higher-for-longer interest rates. Still, several major central banks, including the Bank of Canada, have started to ease monetary policy. On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, leads a discussion on how the U.S. elections, the technology sector, and other factors are driving market performance. You’ll hear from Derek Holt, Vice President and Head, Capital Markets Economics, John Cronin, Managing Director and Head, U.S. ECM, Matt Sheehan, Managing Director and Head, Canadian ECM, and Pete Gordon, Director, ECM.
    Show more Show less
    21 mins
  • Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends

    Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends
    Jun 12 2024
    With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions, global supply chains and the Mexican economy. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, and Analysts, Alfonso Salazar Herrera and Francisco Suarez, discuss what’s driving these strategic investments. They explore potential responses from policymakers, such as higher tariffs or changes to the United States-Mexico-Canada Agreement, and the risks and opportunities Chinese investment brings to key sectors of Mexico’s economy, including EVs, steel and infrastructure.
    Show more Show less
    17 mins
  • AI is creating ‘another industrial revolution,’ but is Canada keeping up?

    AI is creating ‘another industrial revolution,’ but is Canada keeping up?
    May 27 2024
    Generative AI, the kind of artificial intelligence that creates content for you or answers questions based on a prompt, is already changing many aspects of our lives. And businesses are also figuring out how they can use it. On this episode of Market Points, Divya Goyal, Analyst, Technology, Software and Services, Global Equity Research, provides a bird’s-eye view of how Canadian businesses are approaching and adopting this revolutionary technology. She discusses which sectors are ripe for disruption, what role Canada could play when it comes to homegrown innovation, some unintended consequences of this new technology and much more.
    Show more Show less
    24 mins
  • What if immigration falls in Canada: an economic view

    What if immigration falls in Canada: an economic view
    May 2 2024
    Canada’s recent rapid population growth has significantly impacted the economy, posing opportunities and challenges. On this episode of Market Points, Rodrigo Echagaray, Head of Latam Equity Research and Head of Global Product Management, Equity Research, speaks with a team of analysts about the impact of record high immigration on economic growth. They explore why current immigration numbers are unsustainable without additional investments, and discuss risks to specific sectors if immigration levels decline. You’ll hear from Rebekah Young, Vice-President, Head of Inclusion and Resilience Economics, Meny Grauman, Analyst, Canadian Financial Services, Maher Yaghi, Analyst, Telecom, Media & Cable, and George Doumet, Analyst, Consumer Products.
    Show more Show less
    24 mins