Randall Bartlett

Randall Bartlett, Chief Deputy Economist at Desjardins, dives into the fallout from Trump's 'Liberation Day.' He analyzes the chaotic impact of recent tariff announcements on American and Canadian markets. The conversation highlights how Trump's policies may backfire, increasing consumer prices while dismantling international trade relationships. Bartlett also examines rising job losses in Canada and the looming recession threat, as well as challenges faced by the Bank of Canada in navigating interest rates amidst persistent inflation.

Kevin Carmichael, economics columnist and editor at The Logic, offers a macro view of interest rates, investment and fiscal strength. Randall Bartlett, deputy chief economist at Desjardins, breaks down tariffs, trade shocks and provincial strains. Heather Exner-Pirot, MLI energy director, covers resources, export routes and project timelines. Tim Murphy, AECON EVP, explains infrastructure delivery and financing. Heather Schofield, CEO of the Canadian Tax Observatory, outlines the K-shaped inequality and asset gaps.

In this conversation, Randall Bartlett, Deputy Chief Economist at Desjardins Group, dissects the recent interest rate cuts by the Bank of Canada and the U.S. Federal Reserve. He explains the implications for household savings and rental supply, as well as the unique economic circumstances of both countries. The discussion also dives into recession risks, contrasting the mandates of the Fed and the Bank of Canada, and what the future may hold for the Canadian dollar and real estate market amidst these changes.