Podcast
World Series Investing
Will Simpson and Greg Wise
October 24, 2025
What do great baseball teams, like the Toronto Blue Jays, and great investors have in common?
Just like our beloved Blue Jays, the markets continued their run this week, pushing higher on softer inflation data and growing confidence that more rate cuts are on the way. The S&P 500, Dow, and Nasdaq each gained about 1.5%-2% in CAD, while small caps led with the Russell 2000 up 2.4%. Overseas, Japan rose 1.7%, Europe added 0.6%, and the TSX climbed a steady 0.8%, helping global indices post another strong week.
The big story was inflation, or rather, the lack of it. A softer U.S. CPI print all but locked in a 25 bp Fed cut next week, with another likely before year-end. Core inflation rose just 0.2% in September, bringing the annual rate down to 3%, while shelter costs continued to ease. In the north, the BoC looks set to follow with a cut of its own, though for slightly different reasons. Trade tensions with the U.S. and a softer domestic backdrop have all pushed the Bank toward another round of easing.
It’s an exciting time for baseball fans in Canada! Not many are giving us a chance against the dominant Dodgers, but let’s not forget the last time a Toronto sports franchise was in the finals against a juggernaut team from California. Let’s hope that by next Friday we are either World Series Champions or headed to game 6 in Toronto! Let’s Play Ball!
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