0815 ET - It is going to be a busy spring for investors with interests in Canada's bonds, foreign exchange and equities with sensitivity to environmental, regulatory and trade policies, reckons CIBC Capital Markets' Avery Shenfeld. The Liberals and leader Mark Carney have secured what appears to be a minority government in the federal election. Looming for the prime minister will be talks with Washington, where the Trump administration continues to talk "51st state" but may yet pivot in the face of an unpopular spike in inflation, Shenfeld says. Domestically, Carney needs to choose a new cabinet. The economist says the Throne Speech that opens the new session of parliament should clarify which of the items in Liberal campaign platform are set to be tackled early in the mandate, though an updated costing won't until the actual budget, likely in June. (robb.stewart@wsj.com; @RobbMStewart)

(END) Dow Jones Newswires

April 29, 2025 08:16 ET (12:16 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.