Ali Jaffery – Fiscal reality check: What the budget really means
From Get Sharpe by Mackenzie Investments
November 6, 2025 · 30 min · Episode 22
About this episode
Ali Jaffery joins Dustin Reid to discuss the implications of the government's fiscal plan on Canada's economic cycle.
From deficits to defense spending, Ali Jaffery of CIBC Economics joins Dustin Reid to assess the government’s fiscal plan and its market implications. They examine the fine balance between stimulus and discipline—and what it tells investors about the next phase of Canada’s economic cycle. This episode was recorded on November 5, 2025.
People in this episode
Host: Dustin Reid
Guest: Ali Jaffery
Topics covered
- fiscal policy
- budget analysis
- economic cycle
- market implications
- defense spending
- stimulus vs discipline
Keywords
- fiscal plan
- deficits
- stimulus
- defense spending
- Canada economy
- market implications
- economic cycle
Mentioned in this episode
Organizations: CIBC Economics
Places: Canada
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