Video: The playbook for 2024 trading ...Middle East

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The big picture the question is: Will we return to a 2010s style regime of low inflation and low rates? Last week's CPI data showed that we are and I think that's a big tailwind for all risk assets. The focus right now is on central banks but waiting longer to cut rates probably won't be bullish for risk-sensitive currencies because headwinds are mounting, particularly due to housing and immigration.The Canadian dollar is weaker today after China’s central bank left rates unchanged. It will be tough for the commodity currencies to gain any traction without a renewed push for growth in China.For 2024, there are some short-term tailwinds for the Canadian dollar as central

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Video: The playbook for 2024 trading ...Middle East

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