Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
In this episode, Dustin Reid, Chief Fixed Income Strategist, shares his insights on two key macro developments that could reshape the Fed’s policy trajectory: July’s softer-than-expected US CPI print and significant downward revisions to recent job numbers. Dustin explains why these data points have prompted several Fed officials to warm to the idea of a September rate cut, and how tariff-related inflation, slowing private payrolls, and shifting rate expectations are influencing markets.
This episode was recorded on August 13, 2025.
The Invested
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
