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Ali Jaffery – Canada’s Economic Outlook: Tariffs, Trade Wars, and the Cautious Consumer

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Manage episode 466324211 series 3493122
Content provided by Mackenzie Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mackenzie Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ali Jaffery, Executive Director and Senior Economist at CIBC Capital Markets, provides and in-depth analysis of the key macroeconomic themes affecting the Canadian economy. Ali explains why Canadian consumers remain cautious, highlighting the effects of mortgage rate resets and immigration policy changes on the housing market and broader economy. Ali also explores the potential economic impacts of the recently announced 25% tariffs on steel and aluminum and the implications of a trade war with the US.

This episode was recorded on February 10, 2025.

  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 466324211 series 3493122
Content provided by Mackenzie Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mackenzie Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ali Jaffery, Executive Director and Senior Economist at CIBC Capital Markets, provides and in-depth analysis of the key macroeconomic themes affecting the Canadian economy. Ali explains why Canadian consumers remain cautious, highlighting the effects of mortgage rate resets and immigration policy changes on the housing market and broader economy. Ali also explores the potential economic impacts of the recently announced 25% tariffs on steel and aluminum and the implications of a trade war with the US.

This episode was recorded on February 10, 2025.

  continue reading

20 episodes

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