With trade deal announcements in full swing, global business leaders are pouring over whatever details can be found to show the emerging architecture of America’s new trade connections. This week looks to major central banks in Canada and the U.S for decisions about whether to cut or hold interest rates, as well as for commentary from the BoC and the Fed on how to thread the needle between 'overly restrictive' and 'fighting future inflation'. For the economies of these two neighbours, it is a tale of two very different cities. Joining the show today to help set these moving parts into an investment thesis, while explaining the more evident fiscal dominance in markets, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on July 28, 2025.

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