Scotiabank Market Points
Episodes
2026 Debt Capital Markets Outlook
11 Feb 2026
Contributed by Lukas
In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Atti...
Powering intelligence: AI’s energy footprint
03 Nov 2025
Contributed by Lukas
In this special episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research at Scotiab...
China’s overcapacity problem: The LatAm ripple effect
21 Oct 2025
Contributed by Lukas
In this episode of Market Points, host Nick Pocrnic, Director, Mining Sales Specialist at Scotiabank in Toronto, speaks with Alfonso Salazar Herrera, ...
North to South: Simplifying trade and supply chain complexity
06 Oct 2025
Contributed by Lukas
Global trade is shifting—and the pressure is on. In the latest episode of Market Points, Dyanne Carenza, Managing Director, Global Trade & Working C...
Midyear IPO Survey: Risk-on for institutional investors
22 Aug 2025
Contributed by Lukas
In this episode of Market Points, Michelle Khalili, Managing Director and Global Head, Equity Capital Markets and Corporate Finance Advisory, speaks w...
U.S. and Canada rates update
13 Aug 2025
Contributed by Lukas
In this episode of Market Points, host Chris Kelly, Director and Head, U.S. Rates Sales, is joined by Boris Sender, Director, U.S. Rates Strategy, and...
Highlights from the 2025 Scotiabank Sustainability Summit
08 Aug 2025
Contributed by Lukas
In this special episode of Market Points, Patrick Bryden, Managing Director and Global Head of Thematic and Sustainability Investment Research at Scot...
U.S. dollar downslide: Are we at a tipping point?
06 Jun 2025
Contributed by Lukas
After years of dominance, the U.S. dollar is showing signs of a long-term reversal. In this episode of Market Points, Shaun Osborne, Managing Director...
Treasury without borders: Driving success across the Americas
26 May 2025
Contributed by Lukas
In the latest episode of Market Points, John Hunter, Managing Director and Head, U.S. Cash Management, and Stephen Wilkinson, Managing Director and Gl...
Navigating leadership in the age of outrage with Karthik Ramanna
08 May 2025
Contributed by Lukas
In this timely episode of Market Points, host Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research at Sco...
Mexico’s power play: Unlocking nearshoring through energy reform
08 May 2025
Contributed by Lukas
As global trade tensions escalate, Mexico sits at a crossroads—positioned to benefit from nearshoring, but constrained by unreliable and expensive e...
Real banking solutions from client-driven collaboration
11 Apr 2025
Contributed by Lukas
Businesses often face a “rollercoaster” of surprises when managing their treasury operations. Manual processes, handling traditional paper checks,...
The changing world order: The impact on rates and FX
04 Apr 2025
Contributed by Lukas
In this episode of Market Points, Boris Sender, Director, U.S. Rates Strategy, leads a deep dive with Gabriel Buteler, Managing Director and Head, Glo...
IPO Market Outlook: Investor sentiment and key trends for 2025
12 Feb 2025
Contributed by Lukas
In this episode of Market Points, host Mark Mulroney, Vice Chair, Global Banking and Markets, is joined by Pete Gordon, Director, Equity Capital Marke...
Debt Capital Markets Outlook: Key Trends for 2025
05 Feb 2025
Contributed by Lukas
With record-setting issuance in 2024 and a shifting rate environment, what lies ahead for debt capital markets in 2025? In this episode of Market Poin...
U.S. Rates and Swap Markets: Q1 Outlook 2025
27 Jan 2025
Contributed by Lukas
Where are U.S. rates and swap markets headed in 2025? In this engaging episode of Market Points, Boris Sender, Director, U.S. Rates Strategy, leads a ...
2025 Market Outlook – 8 key themes to watch for this year
20 Jan 2025
Contributed by Lukas
For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative S...
Equity Capital Markets: 2024 in review and what lies ahead for 2025
08 Jan 2025
Contributed by Lukas
On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Fina...
Tech IPOs & M&A: What lies ahead in 2025
12 Nov 2024
Contributed by Lukas
With the capital landscape for technology companies evolving, how will IPO and M&A activity unfold in 2025? What are investors looking for, and how ca...
Election 2024: How U.S. politics could reshape the commodity landscape
29 Oct 2024
Contributed by Lukas
Shifting political landscapes are creating new challenges and opportunities for commodity markets and investors. On this episode of Market Points, Nic...
Central banks, elections, and FX: Decoding the signals for global markets
13 Sep 2024
Contributed by Lukas
Shifting interest rate policies are creating new challenges and opportunities for global markets and investors. On this episode of Market Points, Shau...
Focus on nearshoring: Why the EMS industry in Guadalajara, Jalisco, is the next frontier
19 Aug 2024
Contributed by Lukas
Mexico is at the center of a historic shift in global value chains to produce semiconductors and electronics. This has catalyzed strong growth of the ...
The Future of Data-Rich Payments
14 Aug 2024
Contributed by Lukas
For many businesses and consumers across Canada, sending regular remittances abroad and receiving inbound funds can be complex and challenging. In res...
Mid-year bonds update: A resilient first half of 2024, but what comes next?
01 Aug 2024
Contributed by Lukas
Dormant sectors came back to life in the first half of 2024, significantly boosting debt market activity and issuance. On this episode of Market Point...
Taking stock 2024: How investors are adjusting to mid-year macro trends
09 Jul 2024
Contributed by Lukas
Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage hi...
Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends
12 Jun 2024
Contributed by Lukas
With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions...
AI is creating ‘another industrial revolution,’ but is Canada keeping up?
27 May 2024
Contributed by Lukas
Generative AI, the kind of artificial intelligence that creates content for you or answers questions based on a prompt, is already changing many aspec...
What if immigration falls in Canada: an economic view
02 May 2024
Contributed by Lukas
Canada’s recent rapid population growth has significantly impacted the economy, posing opportunities and challenges. On this episode of Market Point...
FX Forecast: Where’s the volatility?
24 Apr 2024
Contributed by Lukas
The foreign exchange markets, and indeed several markets, are showing an unexpected level of calm. What factors are at play in this low volatility env...
Outlook 2024: A good start for bonds. Will it continue?
26 Feb 2024
Contributed by Lukas
Higher borrowing volumes and much-improved market sentiment have helped usher a promising start for issuers in 2024. With monetary tightening expected...
Navigating Colombia’s economic terrain
22 Feb 2024
Contributed by Lukas
On this episode of Market Points, Sergio Olarte, Head Economist, Scotiabank Colpatria, and Jackeline Piraján, Senior Economist, discuss how the dynam...
IPO comeback: Is the drought over?
16 Feb 2024
Contributed by Lukas
Following weak IPO volumes in 2023, the pipeline of potential deals continues to expand. However, private companies looking to go public in 2024 may f...
2024 Market Outlook
25 Jan 2024
Contributed by Lukas
Markets have been doing pretty well lately, but what’s in store for 2024? On this episode of Market Points, you’ll hear from Hugo Ste-Marie, Direc...
Nearshoring: Driving growth across North American markets
07 Dec 2023
Contributed by Lukas
Nearshoring is transforming global supply chains and driving immense growth across North American markets, particularly in Mexico. On this episode of ...
Let’s Talk Payments: The transformation of cross-border payments
18 Sep 2023
Contributed by Lukas
Game-changing innovations are redefining how money moves across borders. Like how SWIFT gpi and other cutting-edge advancements are paving the way for...
Mid-Year Outlook: What’s ahead for bonds?
06 Sep 2023
Contributed by Lukas
Interest rates increased rapidly to combat inflation in North America in the first half of 2023. However, the U.S. Federal Reserve Board and the Bank ...
Outlook 2023: Are bonds back?
24 Feb 2023
Contributed by Lukas
Massive interest-rate hikes triggered by inflationary pressures as well as supply and demand imbalances made 2022 especially challenging for global bo...
2023 Market Outlook
17 Jan 2023
Contributed by Lukas
2022 was an unsettled year for markets. But what about 2023? On this episode, we bring you a conversation from the Scotiabank Perspectives podcast wit...
Pacific Alliance economies: Inflation, interest rates and implications
13 Jul 2022
Contributed by Lukas
As Pacific Alliance economies emerge from the pandemic, the conversation has shifted to things like rising inflation, corresponding interest rate incr...
Presented by The Scotiabank Women Initiative: Heading on the ESG Journey
17 Dec 2021
Contributed by Lukas
Diversity and inclusion is at the heart of social financings, and increasingly recognized as a core corporate strategy to drive performance. Navigatin...
Canadian banking sector: Q3 results beat the street
15 Sep 2021
Contributed by Lukas
Q3 earnings for the Canadian banks came in strong again, beating the street by a comfortable margin. On this episode of Market Points, Meny Grauman, M...
Emerging from the Pandemic: Strategies and Implications
23 Aug 2021
Contributed by Lukas
Tune into this episode of Market Points for key highlights from the Emerging from the Pandemic: Strategies and Implications webcast. Presented by The ...
H2 2021: Economic outlook for Latin America
05 Aug 2021
Contributed by Lukas
Like most places in the world, Latin America’s economies are well on the road to recovery, but not yet out of danger from the COVID-19 pandemic. Mar...
Retail revolution: The year that changed everything
17 Jun 2021
Contributed by Lukas
Retail has changed forever. Decades from now we’ll likely look back on 2020 and 2021 as pivotal years in the advancement of technology and the creat...
Canadian banking sector: On the upside once again
10 Jun 2021
Contributed by Lukas
Q2 earnings for the Canadian banks surprised on the upside once again, as they continue their trend of beating the consensus. Healthy optimism with re...
Currency outlook: Where is the Canadian dollar headed?
06 May 2021
Contributed by Lukas
At the start of the pandemic’s reach into North America the Canadian dollar tumbled, but by the end of April 2021 the loonie had hit highs against t...
Business risk: Fundamentals behind the great Canadian restart
29 Mar 2021
Contributed by Lukas
Businesses are feeling more and more optimistic. While it’s clear we are not out of the woods yet, several forces are at play to support a strong re...
Canadian banking sector: Bullish on the banks
11 Mar 2021
Contributed by Lukas
The Canadian banks beat the street once again, and analysts make significant upward revisions to forward-looking earnings estimates into 2022. Canadia...
Pacific Alliance: An investor's approach to Mexico, Peru, Chile and Colombia
03 Mar 2021
Contributed by Lukas
The Pacific Alliance – the Latin American trade bloc of Mexico, Peru, Chile and Colombia – has its sights set on growth. But each country has its ...
Critical commodities: Economic outlook for oil, gold and industrial metals markets
11 Feb 2021
Contributed by Lukas
On his first day in office, U.S. President Joe Biden cancelled the Keystone XL pipeline project, citing America’s prioritization of a clean energy e...
Emerging Markets: Economic outlook for Latin America
27 Jan 2021
Contributed by Lukas
In the early days of the COVID-19 pandemic, Latin America was reeling from high case counts and economic implosion. But as 2020 came to a close, while...
Currency Outlook: Expectations for the Canadian and US dollars
12 Jan 2021
Contributed by Lukas
2020 was the most surreal year many of us have ever experienced. Meanwhile, the Canadian dollar seemed to behave normally, which is of course an extre...
Good Corporate Governance
22 Dec 2020
Contributed by Lukas
In 2019, on the first anniversary of The Scotiabank Women Initiative, Global Banking and Markets (GBM) launched its dedicated women initiative with be...
Canadian banking sector: Q4 earnings surprises
09 Dec 2020
Contributed by Lukas
The Canadian Big Banks provided earnings surprises once again. But given COVID-19’s deep winter wave and an economy that still requires a lot of sup...
Business risk: Hedging strategies through uncertain times
03 Dec 2020
Contributed by Lukas
The experience of operating a business during the COVID-19 pandemic has contextualized the meaning of risk for many business owners. Business has alwa...
The “S” of the ESG Triangle
24 Nov 2020
Contributed by Lukas
The investment community has embraced Environmental, Social and Governance (ESG) with more and more institutional investors formalizing ESG analysis i...
US Election: Economic impacts of a Biden administration
12 Nov 2020
Contributed by Lukas
Joe Biden was introduced as the President-Elect of the United States this past weekend after major media outlets, as is customary, called the election...
Workplace Re-Entry: Lessons Learned, A Scotiabank Perspective
09 Nov 2020
Contributed by Lukas
The COVID-19 pandemic rages on. As we enter a second wave, we must learn from our experiences these past few months and do what we humans do best: ada...
LIBOR is on the way out, what is in?
13 Oct 2020
Contributed by Lukas
LIBOR, the London Interbank Offered Rate, a key set of interest rates linked to hundreds of trillions of dollars of financial contracts and instrument...
Sustainable Finance: Opportunity in Latin America
06 Oct 2020
Contributed by Lukas
The Latin American sustainable finance market is teeming with opportunity. As various countries in the region look to fund infrastructure gaps they ar...
Canadian banking sector: Considerations on Q3 earnings results
04 Sep 2020
Contributed by Lukas
The banking sector in Canada surprised the street with better than expected Q3 earnings results. But with credit fears still looming, serious uncertai...
Mexican economy: Pain points and bright spots
31 Aug 2020
Contributed by Lukas
Mexico entered the pandemic already in a recession – and economic pressures from COVID-19, such as the severe drop in travel and tourism, have only ...
Talking Treasury: Funding, Risk Management, and Digital Solutions in a post-pandemic world
20 Aug 2020
Contributed by Lukas
The COVID-19 pandemic has impacted the way we conduct business today and will influence the way we conduct business in the future. What has changed, a...
Currency outlook: Expectations for the US dollar
14 Aug 2020
Contributed by Lukas
While US COVID-19 case numbers have risen drastically over the last few months the US dollar has slid, with the US dollar index off over 10% since its...
Sector performance and opportunity: How the office and retail sectors are positioned for the future
23 Jul 2020
Contributed by Lukas
When was the last time you visited a mall, or went to your office? The health reasons keeping us away are certainly temporary if we look to history. B...
Housing data: A look at the Canadian market
17 Jul 2020
Contributed by Lukas
Through the COVID-19 pandemic, our homes have been converted into offices, classrooms, and in some cases, recording studios. The housing market has ro...
Economic prospects: Better, worse, or too early to tell?
29 Jun 2020
Contributed by Lukas
The International Monetary Fund downgraded its forecast for 2020 to a 4.9% retraction in global growth. Coronavirus cases are re-escalating in new are...
Stimulus programs: Canada’s effectiveness and financial position
18 Jun 2020
Contributed by Lukas
In Canada, the Federal government continues to put the full weight of its financial powers into the fight against the economic turmoil caused by COVID...
Brexit: Breaking down the UK/EU trade negotiations
04 Jun 2020
Contributed by Lukas
In June of 2020, Brexit has lost most, if not all, of its headline attention in North America. But if the UK and the EU cannot agree to new trade term...
Retail revolution: Reshaping the sector in Latin America
28 May 2020
Contributed by Lukas
Latin America is a massive, culturally diverse region under significant stress as Brazil becomes the new epicentre of the COVID-19 pandemic, frustrati...
Retail revolution: How shopping has changed
25 May 2020
Contributed by Lukas
When Amazon entered the marketplace, it triggered a retail revolution. The convenience factor has quickly become a necessity for many consumers – an...
Currency outlook: Expectations for the Canadian dollar
14 May 2020
Contributed by Lukas
Equity markets stormed back despite very frightening economic numbers. How has the Canadian dollar behaved alongside this market optimism? And with co...
Emerging markets: Latin America in a global context
08 May 2020
Contributed by Lukas
The global economy has slowly started to reopen. As the world attempts an apprehensive return to normal, if there is such a thing, how well positioned...
Emerging markets: Opportunities and threats
28 Apr 2020
Contributed by Lukas
China appears to be at the beginning of a recovery while the world’s largest economy, the United States, is still reeling from the effects of COVID-...
Stimulus measures: Impact on the economic road ahead
17 Apr 2020
Contributed by Lukas
The Q1 numbers on the Canadian economy are in, and the hit we’ve taken has been massive. On April 15th, the Bank of Canada announced a new round of ...
Battle plan: A look at COVID-19 fiscal and monetary policy initiatives
09 Apr 2020
Contributed by Lukas
If the COVID-19 pandemic is an economic war, fiscal and monetary policy form critical components in the battle plan. A country’s success certainly d...
Unprecedented uncertainty: What does this mean for the Canadian dollar?
01 Apr 2020
Contributed by Lukas
In what has been one of the strangest quarters in modern history, COVID-19 has brought record volatility and unprecedented uncertainty in the financia...