After years of dominance, the U.S. dollar is showing signs of a long-term reversal. In this episode of Market Points, Shaun Osborne , Managing Director and Chief Currency Strategist, is joined by Eric Theoret , FX Strategist, to unpack what’s driving the recent weakness in the greenback. They explore structural and cyclical pressures including fiscal and trade policy uncertainty, and the growing chatter around de-dollarization. With implications for Canadian investors and the potential for a str...
Jun 06, 2025•21 min
In the latest episode of Market Points, John Hunter , Managing Director and Head, U.S. Cash Management, and Stephen Wilkinson , Managing Director and Global Co-Head, Corporate & MNC Sales, share their insights on managing cross-border transactions amidst the complexities of tariff fluctuations, trade policies, and economic shifts. With over $1.7 trillion in annual cross-border payments across the Americas, this episode provides valuable strategies and real-world examples to help corporate tr...
May 26, 2025•20 min
In this timely episode of Market Points, host Patrick Bryden , Managing Director, Global Head of Thematic and Sustainability Investment Research at Scotiabank, welcomes renowned Oxford professor and author Karthik Ramanna to discuss his latest book, The Age of Outrage: How to Lead in a Polarized World . Ramanna explores the drivers of societal outrage and emphasizes that traditional crisis management is inadequate for the current era. He shares practical insights from behavioural science to help...
May 08, 2025•25 min
As global trade tensions escalate, Mexico sits at a crossroads—positioned to benefit from nearshoring, but constrained by unreliable and expensive electricity. In this episode of Market Points, Rodrigo Echagaray , Managing Director, Head of Latin America Equity Research and Global Head of Product Management, speaks with Francisco Suarez , Analyst, Latam Industrial Real Estate, Infrastructure, and ESG, and Eduardo Suarez , Vice President of Latin America Economics, about how energy reform could i...
May 08, 2025•21 min
Businesses often face a “rollercoaster” of surprises when managing their treasury operations. Manual processes, handling traditional paper checks, and crafting new solutions to fit into existing workflows are only a few of the hurdles. On this episode of Market Points, Mike Suppa , Director and Head, Client Solutions and Partnerships, and Jonathan Poupart , Director, Cash Management Solutions, share examples of client feedback and how uncovering their pain points help drive innovative banking so...
Apr 11, 2025•25 min
In this episode of Market Points, Boris Sender , Director, U.S. Rates Strategy, leads a deep dive with Gabriel Buteler , Managing Director and Head, Global Rates Trading, and Shaun Osborne , Managing Director, Chief Currency Strategist, exploring the dramatic shifts in global financial markets driven by changing trade policies and macroeconomic conditions. The conversation delves into rate forecasts for the Federal Reserve and Bank of Canada, and also provides insights into inflation and FX mark...
Apr 04, 2025•30 min
In this episode of Market Points, host Mark Mulroney , Vice Chair, Global Banking and Markets, is joined by Pete Gordon , Director, Equity Capital Markets, to break down investor sentiment and expectations for the IPO market in 2025. Drawing insights from a recent investor survey, they explore the shift toward higher risk appetite, the role of private capital, and key factors influencing IPO performance. With a strong pipeline of IPOs anticipated, be sure to tune in for expert analysis on what’s...
Feb 12, 2025•11 min
With record-setting issuance in 2024 and a shifting rate environment, what lies ahead for debt capital markets in 2025? In this episode of Market Points, Patrick Dabiet , Managing Director and Co-Head, Canadian Debt Capital Markets and Government Finance, is joined by Fadi Attia , Managing Director and Head, U.S. Debt Syndication, to break down the key themes shaping issuance trends in the North American debt capital markets. From corporate refinancing needs and M&A-driven supply to evolving...
Feb 05, 2025•24 min
Where are U.S. rates and swap markets headed in 2025? In this engaging episode of Market Points, Boris Sender , Director, U.S. Rates Strategy, leads a dynamic discussion with Scotiabank colleagues Charles Comiskey , Managing Director, U.S. Rates Trading, and James Williamson , Director, USD Swap Trading. Together, they break down the key drivers behind recent market moves, the Federal Reserve’s evolving stance, and the role of policy uncertainty under the new administration. This episode deliver...
Jan 27, 2025•35 min
For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research, breaks down some key themes that will shape the investment landscape this year. He tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administration in the U.S., and much more.
Jan 20, 2025•24 min
On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, hosts a discussion reflecting on the key themes of 2024 and the outlook for 2025. Featuring John Cronin, Managing Director and Head, U.S. ECM; Matt Sheehan, Managing Director and Head, Canadian ECM; and Charles Kerecz, Managing Director and Head, Global Equity Private Placements, this episode explores the activity in the Canadian and U.S...
Jan 08, 2025•18 min
With the capital landscape for technology companies evolving, how will IPO and M&A activity unfold in 2025? What are investors looking for, and how can tech companies prepare to go public? In this episode of Market Points, Pete Gordon , Director, Equity Capital Markets, is joined by Sasson Darwish , Managing Director and Global Head, Technology Investment Banking, to explore the opportunities and challenges awaiting technology companies looking to raise capital in the year ahead....
Nov 12, 2024•21 min
Shifting political landscapes are creating new challenges and opportunities for commodity markets and investors. On this episode of Market Points, Nick Pocrnic , Director, Mining Sales Specialist, Global Equity Sales, hosts a panel of experts— Hugo Ste-Marie , Analyst, Portfolio & Quantitative Strategy; Ovais Habib , Analyst, Gold & Precious Minerals; and Orest Wowkodaw , Analyst, Metals & Mining, and together they discuss how different U.S. election outcomes could influence key comm...
Oct 29, 2024•24 min
Shifting interest rate policies are creating new challenges and opportunities for global markets and investors. On this episode of Market Points, Shaun Osborne , Managing Director, Chief Currency Strategist, and Brendan Stark , Managing Director and Head, Institutional Short Term Interest Rate and FX Sales, discuss the market implications of the latest Bank of Canada and anticipated Federal Reserve rate decisions. They also explore the potential market impact of the upcoming U.S. election, inclu...
Sep 13, 2024•18 min
Mexico is at the center of a historic shift in global value chains to produce semiconductors and electronics. This has catalyzed strong growth of the Electronic Manufacturing Services (EMS) industry in Guadalajara and across the state of Jalisco. On this episode of Market Points, Rodrigo Echagaray , Managing Director, Head of Latam Equity Research and Global Head of Product Management, speaks with Analysts Andres Coello and Francisco Suarez about the factors driving this new frontier. They explo...
Aug 19, 2024•20 min
For many businesses and consumers across Canada, sending regular remittances abroad and receiving inbound funds can be complex and challenging. In response, Scotiabank and many other payment industry leaders are rolling out new data-rich technology to enhance transparency, streamline payment processes, and speed up transaction times. On this episode of Market Points, Kim Salti, Director, North American Business Payments Products, and Charlene Lee, Director of Cross-Border Payments Transformation...
Aug 14, 2024•28 min
Dormant sectors came back to life in the first half of 2024, significantly boosting debt market activity and issuance. On this episode of Market Points, Patrick Dabiet , Managing Director and Co-Head, Canadian Debt Capital Markets, and Fadi Attia , Managing Director and Head, U.S. Debt Syndication highlight leading sector issuance, key risks, and emerging opportunities. They discuss the factors shaping the market, including the U.S. Federal Reserve Board’s policy messaging and anticipated easing...
Aug 01, 2024•22 min
Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage higher-for-longer interest rates. Still, several major central banks, including the Bank of Canada, have started to ease monetary policy. On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, leads a discussion on how the U.S. elections, the tec...
Jul 09, 2024•21 min
With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions, global supply chains and the Mexican economy. On this episode of Market Points, Rodrigo Echagaray , Managing Director, Head of Latam Equity Research and Global Head of Product Management, and Analysts, Alfonso Salazar Herrera and Francisco Suarez , discuss what’s driving these strategic investments. They explore potential responses from policymaker...
Jun 12, 2024•17 min
Generative AI, the kind of artificial intelligence that creates content for you or answers questions based on a prompt, is already changing many aspects of our lives. And businesses are also figuring out how they can use it. On this episode of Market Points, Divya Goyal , Analyst, Technology, Software and Services, Global Equity Research, provides a bird’s-eye view of how Canadian businesses are approaching and adopting this revolutionary technology. She discusses which sectors are ripe for disr...
May 27, 2024•24 min
Canada’s recent rapid population growth has significantly impacted the economy, posing opportunities and challenges. On this episode of Market Points, Rodrigo Echagaray , Head of Latam Equity Research and Head of Global Product Management, Equity Research, speaks with a team of analysts about the impact of record high immigration on economic growth. They explore why current immigration numbers are unsustainable without additional investments, and discuss risks to specific sectors if immigration ...
May 02, 2024•24 min
The foreign exchange markets, and indeed several markets, are showing an unexpected level of calm. What factors are at play in this low volatility environment, and what could it mean against the backdrop of global economic conditions, rising conflicts, and the upcoming U.S. presidential election. On this episode of Market Points, Shaun Osborne , Managing Director, Chief Currency Strategist, and Brendan Stark , Managing Director, Short-Term Interest Rate and FX, delve into these pressing questi...
Apr 24, 2024•16 min
Higher borrowing volumes and much-improved market sentiment have helped usher a promising start for issuers in 2024. With monetary tightening expected to ease and increasingly attractive conditions for borrowers, will the upturn in bond markets continue as the year unfolds? On this episode of Market Points, Patrick Dabiet, Managing Director and Head, Canadian Debt Syndication, and Fadi Attia, Managing Director and Head, U.S. Debt Syndication, discuss what’s driving the momentum in corporate bond...
Feb 26, 2024•18 min
On this episode of Market Points, Sergio Olarte, Head Economist, Scotiabank Colpatria, and Jackeline Piraján, Senior Economist, discuss how the dynamic economic landscape in Colombia evolved over 2023. They lay out their main concerns and expectations for 2024, including the potential for a healthy deceleration in GDP growth.
Feb 22, 2024•35 min
Following weak IPO volumes in 2023, the pipeline of potential deals continues to expand. However, private companies looking to go public in 2024 may face tough hurdles, higher expectations from investors and uncertainty leading up to the U.S. election in November. On this episode of Market Points, Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) at Scotiabank, sits down with John Cronin, Managing Director and Head, U.S. ECM, and Matt Sheehan, Managing Director an...
Feb 16, 2024•21 min
Markets have been doing pretty well lately, but what’s in store for 2024? On this episode of Market Points, you’ll hear from Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research. He provides advice to global institutional investors, but his insights will be of interest to investors of all kinds. He’ll tell us what the markets might look like in the year ahead, where there may be some opportunities, what a ‘perfect soft landing’ is — and whether we may see one — a...
Jan 25, 2024•18 min
Nearshoring is transforming global supply chains and driving immense growth across North American markets, particularly in Mexico. On this episode of Market Points, you’ll hear from Rodrigo Echagaray, Head of Latam Equity Research and Head of Global Product Management, as he moderates a discussion with Francisco Suarez, Analyst, Latam Cement, Construction and Real Estate; Konark Gupta, Analyst, Transportation and Aerospace; Tristan Richardson, Analyst, Clean Technologies and Energy Infrastructur...
Dec 07, 2023•28 min•Season 5Ep. 1
Game-changing innovations are redefining how money moves across borders. Like how SWIFT gpi and other cutting-edge advancements are paving the way for frictionless, transparent, and lightning-fast global transactions. On this episode of Market Points, you’ll hear from Dougal Middleton, Vice President, Enterprise Payments at Scotiabank and Kevin O’Neil, Director of Strategic Relationships and Head of Canada at SWIFT. They’ll discuss recent advancements, the role of data, and other trends that are...
Sep 18, 2023•24 min•Season 4Ep. 4
Interest rates increased rapidly to combat inflation in North America in the first half of 2023. However, the U.S. Federal Reserve Board and the Bank of Canada may be nearing the end of their robust monetary tightening cycles. Could this help promote market sentiment and stability? On this episode of Market Points, you’ll hear from Patrick Dabiet, Managing Director and Head, Canadian Debt Syndication, and Fadi Attia, Managing Director and Head, U.S. Debt Syndication, as they discuss corporate bo...
Sep 06, 2023•19 min•Season 4Ep. 3
Massive interest-rate hikes triggered by inflationary pressures as well as supply and demand imbalances made 2022 especially challenging for global bond markets. Will 2023 bring more of the same turbulence? On this episode of Market Points, you’ll hear from Patrick Dabiet, Managing Director & Head, Canadian Debt Syndication, and Fadi Attia, Managing Director & Head, U.S. Debt Syndication, as they discuss key themes from the Canadian and U.S. markets in 2022 and why there may be reason fo...
Feb 24, 2023•22 min•Season 4Ep. 2
