Is Canada walking a tightrope between rising interest rates and a falling dollar?
Jonathan Wellum, CFA, President & CEO of Rocklinc Investment Partners, joins Marc Patrone on News Talk Sauga 960 to discuss why rising US Treasury yields are repricing equities and gold, what a Canadian dollar in the low 70s means for inflation and purchasing power, and why retaliatory tariffs raise prices on the imported goods Canadians depend on. Jonathan also unpacks last week's GDP numbers — where the strength came from energy, mining, and truck production — and makes the case that prolonged trade uncertainty in the auto sector means Canada loses ground every day a deal isn't done.
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*The views expressed are those of the speakers and are for informational purposes only. Not financial advice. Please see rocklinc.com.*
Marc PatroneHost