Q4 2025: Chartbook Market Comment + Video Interview

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Central Banks Surprise with Rate Cuts: What Investors Need to Know

On September 17, both the Bank of Canada and the U.S. Federal Reserve cut policy rates by 25 basis points, a move that came despite stock markets hovering near all-time highs. With Canada facing a shrinking GDP, falling exports, and cooling inflation, and the U.S. seeing slowing job gains, these cuts are unusual—but they could act as a powerful tailwind for markets. How will these moves impact investments, spending, and inflation expectations? Our latest analysis breaks it down here.

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Watch Market Outlook Video

Read Chartbook Market Comment

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