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CIBC Capital Markets analyst Avery Shenfeld believes it will be a busy spring for investors interested in Canadian bonds, foreign exchange, and stocks sensitive to environmental, regulatory, and trade policies. The Liberal party and its leader, Mark Carney, won a minority government in the federal election. Coming up are discussions with the United States as the Trump administration continues to talk about the "51st state," but there may be a shift in policy direction due to the unpopular rising inflation. Carney will need to choose a new cabinet in Canada. The Throne Speech at the opening of the new parliament should clarify which items from the Liberal party's campaign platform will be a priority in the early days of governance, but updated cost assessments will have to wait until the official budget is released, expected in June.
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