'Markets Getting Ahead of Themselves on U.S. Growth'

The video discusses market reactions to stimulus plans, highlighting overpricing of expectations. It analyzes growth forecasts, treasury yields, and bond market opportunities, emphasizing risks in high yield and value in preferred shares. Inflation risks, employment trends, and the impact of tariffs are explored. The video concludes with insights on Fed hikes and economic outlooks for the US and Canada.

What factors does the speaker believe could lead to a shift in fixed income allocation?

How does the speaker assess the risks associated with inflation?

What is the speaker's outlook on the Canadian economy compared to the US?