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The Living Market Podcast: Daily Summaries Delivered
by IG Wealth Management
Hosted by Philip Petursson, Chief Investment Strategist at IG Wealth Management
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- 3 days ago4 min
Why the Fed’s first hike in three years won’t be its last
The U.S. Federal Reserve just raised interest rates for the first time in three years and it’s unlikely to stop at one. Philip Petursson, Chief Investment Strategist at IG Wealth Management, breaks down why stubborn inflation leaves the central bank with little choice but to keep hiking, and what it means for the Canadian dollar and Canadian investors holding American assets.
- 1 weeks ago8 min
Why the house doesn’t always win
When U.S. Treasury Secretary Scott Bessent said "I am the house," Philip Petursson, Chief Investment Strategist at IG Wealth Management, took issue with the comparison. A casino is the house because the math structurally favours it. The U.S. Treasury is something else entirely: issuer, debtor, refinancing agent, regulator and occasional buyer, all at once. And at the end of every one of those roles sits the same requirement: roughly $30 trillion of government debt has to live on somebody else's balance sheet. Philip explains why the Treasury needs the market far more than the market needs the Treasury, why the buyback program won't fix the real problem and why the bond market is betting that Bessent loses.
- 2 weeks ago9 min
What are the current trends, risks and opportunities that matter most?
This week, Philip Petursson, Chief Investment Strategist at IG Wealth Management shares the key trends currently dominating the team’s market strategy conversations and what they mean for investors. These include consistent double-digit earnings growth, growing interest rate risk, Canada’s economic momentum, the opportunities within energy and the long-term case for AI. He also shares what the team is watching out for, including corporate profits, inflation, central bank policies and geopolitics, and their potential impacts on the markets.
- 3 weeks ago10 min
Why the bond buyback didn't stick
The U.S. Treasury quietly doubled the size of its bond buyback operations in August. The market called it QE-lite, a nod to the Federal Reserve's crisis-era quantitative easing program of creating new money to buy bonds. Philip Petursson, Chief Investment Strategist at IG Wealth Management, explains why that label is wrong, what the Treasury is actually doing and why the relief lasted about a day before disappearing. He breaks down what it means for investors, why the two-to-seven-year range offers the best balance of income and risk right now, and why Canadian bond yields follow U.S. long-term rates whether we like it or not.
- Aug 20, 202611 min
The case for rate cuts is shrinking
What if the Bank of Canada's next move is not a cut? Philip Petursson, Chief Investment Strategist at IG Wealth Management, makes the case that the conversation around Canadian interest rates has shifted fundamentally. With the economy improving, the mortgage renewal shock easing and inflation showing signs of moving in the wrong direction, he explains why the balance of risk is now tilting toward higher rates and what that means for bonds, the Canadian dollar and investor portfolios.
- Aug 14, 20268 min
What might an interest rate hike mean for the markets?
For two years, everyone asked when the next rate cut was coming. Now the question has flipped: what if the next move is a hike? Philip Petursson, Chief Investment Strategist at IG Wealth Management, went back to 1958 to study what actually happens to stocks after a first rate hike. The answer is not what most investors expect. Philip explains what history tells us about the move everyone is now bracing for and why the first hike and the last hike in a cycle are two very different stories.
- Aug 6, 20266 min
What great manufacturing data means for the markets
The U.S. goods cycle is turning, and it has implications well beyond American factories. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, explains what a remarkably strong monthly survey of U.S. factory purchasing managers tells us about where earnings growth is headed, what it means for Canadian equities and why history says the current cycle still has room to run.
- Jul 29, 20264 min
In this market, perspective is everything
When markets move sharply, the instinct is to look at the numbers. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, argues the real question is whether the story behind those numbers has changed. He explains why valuation isn't a timing tool but a measure of how far things can move, and why the same market moment can look completely different, depending on where you're standing.
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