Scotiabank Market Points

After a turbulent year so far for global bond markets, U.S. and Canadian rates are telling different stories. In this episode of Market Points, Scott Morrison, Managing Director and Head of Interest Rates Solutions, Commercial FX and Emerging Markets Sales, Canada, is joined by
Boris Sender, Director, U.S. Rates Strategy, and Roger Quick, Director, Canadian Fixed Income Strategy, to examine the forces behind the
sharp rise in yields and what may come next.

They discuss the resilience of U.S. growth, shifting expectations for the Federal Reserve and Bank of Canada, and the pressures driving long-term yields. The conversation also looks ahead to the data, policy decisions, and market dynamics that could influence market direction as 2026 draws to a close.

In this special episode of Market Points, Scotiabank presents highlights from The Scotiabank Women Initiative (SWI) Summer Insights Forum, Leading in the Age of AI. As AI continues to reshape how organizations operate, leaders are navigating new questions around innovation,
governance and workforce transformation. Featuring insights from experts at Scotiabank, Microsoft and eStruxture Data Centers, this episode captures key moments from a timely discussion on building trust, driving adoption and creating sustainable value through AI.

Debt capital markets delivered another record-setting start to the year, with strong issuance across both Canada and the U.S. In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Attia, Managing Director and Head of U.S. Debt Syndication, look at what drove first-half activity and why markets have been able to absorb so much supply. They also discuss the key themes expected to shape the second
half of 2026, and how markets are positioning to handle continued issuance amid the path of interest rates, evolving investor demand, and ongoing geopolitical uncertainty.

In this episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research, Global Equity Research, Olivier Gervais, Director, Modelling and Forecasting, Scotiabank Economics, and Hugo Ste-Marie, Analyst, Portfolio and Quantitative Strategy, Global Equity Research, discuss key findings from their latest Scotiabank 360° Multi-Asset Investment Ideas report, What If the Oil Shock Intensifies? Implications for the Canadian Economy and Beyond.

They examine how the current oil shock compares with historical crises, when higher prices may stop being a clear positive for Canada, and what different oil price scenarios could mean for global equities, fixed income, and commodities.

In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Attia, Managing Director and Head of U.S. Debt Syndication, discuss the key forces shaping debt capital markets in 2026 for issuers and institutional investors.  

Drawing on a record 2025 for issuance, they examine why liquidity and demand remain robust despite heavy supply and what this means for execution across the curve. The discussion highlights key issuance drivers including hyperscalers, M&A, and refinancing activity in an environment defined by policy uncertainty, geopolitical risk, and evolving dynamics across U.S. and Canadian markets.