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RBC's Canadian Industrials Conference in Toronto wrapped with more reasons for optimism than many expected. In this conference takeaway, Walter Spracklin, Director of Canadian Research and Co-Head of Global Industrials Research, debriefs with analysts Sabahat Khan, James McGarragle, and Matthew McKellar on the key themes that emerged. Steel producers are finding ways to mitigate U.S. tariffs, the freight recession is easing, and the most significant buzz centred on the government's nation-building infrastructure and defence plans.Key Points• Canada's nation-building plans are boosting industrial confidence, while its defense strategy creates a tailwind for the country's aerospace sector.• Tighter supply has helped to ease the long-running freight recession.• Steel suppliers are diversifying from U.S. exposure to mitigate trade tariffs.• Tariffs have also hit lumber hard, with supply tightening in response.• AI deployment is positioning the transport sector for operational efficiencies.Introductions [00:06]Host Walter Spracklin refers to RBC's recent Canadian industrials conference in Toronto, which heard from 38 participating companies. He introduces three colleagues – Sabahat Khan, James McGarragle, and Matthew McKellar – to discuss the key themes that emerged.Freight recession eases [00:47]The freight recession dominated last year's conference, but tighter supply driven by regulatory changes has lifted pricing, with positive impacts on rail too.Tariff impacts on industrials [02:05]Section 232 tariffs are creating direct impacts across steel-exposed industrials, while broader tariff uncertainty is delaying some large capital project decisions.Government plans inject confidence [04:30]The Canadian government's new strategies on nation-building infrastructure are lifting confidence in the market. Its plans to increase defense spending and prioritize Canadian producers are seen as a potentially lasting tailwind for aerospace companies.Paper and forest production [9:36]Demand is poor and the lumber sector has been hit hard by tariffs. However, tighter supply has set up the industry for better conditions at lower levels of demand in future.AI and capital allocation [13:01]Other common themes at the conference were the deployment of AI to achieve efficiencies, especially in transport; and the disciplined allocation of capital, balancing organic growth with strategic M&A.
Welcome to episode 69 of Grasp the Bible. We wrap up our 5-part interview about the Bible with Dr. Matthew McKellar of Southwestern Baptist Theological Seminary. Today, we discuss Bible translations.
Welcome to episode 67 of the Grasp the Bible podcast. In this third episode of a five-part series, we are introducing the New Testament. Dr. Matthew McKellar, professor at Southwestern Baptist Theological Seminary is our guest throughout this series.
We continue our 5-week series on the Bible with Dr. Matthew McKellar, professor at Southwestern Baptist Theological Seminary.This week, we are looking at the Old Testament.
Welcome to episode 65 of Grasp the Bible. This is the first of five interviews with Dr. Matthew McKellar of Southwestern Baptist Theological Seminary. In each episode, we take a deep dive into the Bible and discuss the Old Testament, New Testament, study tools, and translations. We will be providing links to resources along the way.
Matthew McKellar, professor of preaching at Southwestern Seminary, preaching in #SWBTSChapel from Judges 6.
Matthew McKellar, professor of preaching at Southwestern Seminary, preaching in #SWBTSChapel from Judges 6.
Matthew McKellar, SWBTS Professor of Preaching, leads a devotion to begin the second day of RevForum 2020 with a word from Scripture.
Amazing Gifts of Christmas - Meaning Luke 1:46–55 Christmas offers the gifts of Hope Forgiveness Meaning The Lord is Mindful You are not unknown unseen uncared The Lord is Mighty Mary knew the character of God because she knew the Word of God The Lord is Merciful God & Mary God saw her and saved her. * Notes and ideas from Matthew McKellar, Paul David Tripp, Allistair Begg
Dr. Matthew McKellar, Professor of Preaching, SWBTS. In this episode Dr. McKellar covers the importance of preaching the Old Testament in revitalization.
A study through the first 4 chapters of 1 Corinthians by Dr. Matthew McKellar. Sundays @ 10:30am. Ridgecrest, 6801 Wesley St. Greenville, TX.
A study through the first 4 chapters of 1 Corinthians by Dr. Matthew McKellar. Sundays @ 10:30am. Ridgecrest, 6801 Wesley St. Greenville, TX.
Special Series Dr. Matthew McKellar Dr. Matthew McKellar https://historian.ministrycloud.com/r/eyJzaXRlX2lkIjoiMjExOTAiLCJzZXJtb25faWQiOiIxNjE2NTg2IiwibWVkaWFfaWQiOiI2NjcwODczIiwibWVkaWFfZm9ybWF0IjoiMSJ9/https://a27241a885655a6bfb11-e590cd495a6da91733967807047ddeff.ssl.cf2.rackcdn.com/uploaded/a/0e4188944_1430167954_april-26-2015-audio.mp3
Dr. Matthew McKellar speaking on Genesis 28:10-22 in SWBTS Chapel on Tuesday January 29, 2019
Dr. Matthew McKellar speaking on Hebrews 7 in SWBTS Chapel on Thursday January 24, 2019
Dr. Matthew McKellar speaking on Hebrews 12:1-3 in SWBTS Chapel on Tuesday March 21, 2017
Dr. Matthew McKellar speaking on Genesis 28:10-22 in SWBTS Chapel on Tuesday January 29, 2019
Dr. Matthew McKellar speaking on Hebrews 7 in SWBTS Chapel on Thursday January 24, 2019
Dr. Matthew McKellar speaking on Hebrews 12:1-3 in SWBTS Chapel on Tuesday March 21, 2017