This episode we’re bringing you a recording of a special live event that took place the morning after election day. Scotiabank Global Banking and Markets assembled a panel of experts to give their first take on the potential economic implications of the election results.   

You’ll hear from Rebekah Young, Vice President and Head of Inclusion & Resilience Economics at Scotiabank, Roger Quick, Director of Fixed Income Strategy at Scotia Capital Inc., Hugo Ste-Marie, Director of Portfolio and Quantitative Strategy in Equity Research at Scotia Capital Inc. and Patrick Bryden, Global Head of Thematic & Sustainability Investment Research at Scotia Capital Inc. The event was moderated by Bannon Kopko, Managing Director of Global Equity Sales at Scotiabank Global Banking and Markets. They’ll give us their first take on the macro-economic implications of the election results, what it means and where things could be heading. 

For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures

Key moments this episode: 

1:49 - Rebekah Young discuss the challenges Prime Minister Mark Carney faces in a minority situation in advancing an economic agenda and dealing with the tariff threat 

9:58 - Roger Quick looks at the potential impact on interest rates, federal budget deficits, and bond yields  

15:48 - Hugo Ste-Marie discusses the stock market implications 

20:24 - Patrick Bryden covers sector specific implications, including energy, renewables, mining and more 

28:45 - Question for Rebekah and Roger: What would the deficit look like if Canada enters a moderate recession in the next couple of years? 

32:24 – How might a response to President Trump look for the Prime Minister? And does a minority government affect negotiating?