Scotiabank Market Points Scotiabank Global Banking and Markets

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 policymakers, such as higher tariffs or changes to the United States-Mexico-Canada Agreement, and the risks and opportunities Chinese investment brings to key sectors of Mexico’s economy, including EVs, steel and infrastructure.

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 disruption, what role Canada could play when it comes to homegrown innovation, some unintended consequences of this new technology and much more.

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 levels decline. You’ll hear from Rebekah Young, Vice-President, Head of Inclusion and Resilience Economics, Meny Grauman, Analyst, Canadian Financial Services, Maher Yaghi, Analyst, Telecom, Media & Cable, and George Doumet, Analyst, Consumer Products.

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 questions. They discuss Scotiabank’s FX forecasts, the low volatility puzzling the markets, and consider the implications of upcoming political developments.

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 issuance in the Canadian and U.S. markets. They also assess whether these trends will continue and the approach borrowers can take to access the market. 

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.