The Invested

Author: Mackenzie Investments

Get perspectives on todays markets. Join Mackenzies Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect todays markets and investment portfolios.
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Language: en

Genres: Business, Investing, Management

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The next Fed chair and the market’s blind spot
Episode 253
Monday, 15 December, 2025

In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks the Fed’s dilemma of hot inflation and cooling labour markets, the implications of a potential Kevin Hassett Fed chair, and how policy risk could ripple across bonds, equities and currencies. He also lays out why Canada’s growth drivers are weakening and why the first half of 2026 may deliver very different outcomes for the US, Canada, and global markets. This episode was recorded on Dec 11, 2025.