11/01/2026
In this week’s Week Ahead, Avery Shenfeld points to an unusually information-rich stretch for markets and central banks, with the U.S. election, Middle East developments, and Canada-U.S. trade risks all set to shape the rate outlook.
He notes that the path for both the Fed and the Bank of Canada could shift quickly depending on whether geopolitical tensions push energy prices higher or diplomatic progress eases inflation pressures.