CADC 2025: Seven Signals for the Future of Canadian Capital Markets

Seven Signals for the Future of Canadian Capital Markets

CADC 2025 identified seven signals transforming Canadian capital markets: technology reshaping trading, sophisticated retail investors demanding more, AI advancement outpacing regulation, liquidity pressures, and alpha strategies evolving. The key message: resilience alone isn't enough—market participants must embrace adaptability and reinvention to succeed.

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    Analysis of the November 24-27 futures roll period for CGB, CGF, CGZ, and LGB contracts. First notice: November 28; first delivery: December 1. With CORRA rates at 2.26-2.27%, December contracts are expected to trade at a positive gross basis. Expect significant selling pressure in front versus back contracts during the clean roll window, creating opportunities for relative value traders given the substantial buildup in open interest.