Eyes on the Economy

Avery Shenfeld, Chief Economist at CIBC, and Lawrence Schembri, former Deputy Governor of the Bank of Canada, discuss the outlook of the Canadian economy and challenges in measuring inflation, US monetary policy, and Fed independence. They also explore recent trends in economic growth and Indigenous participation in major projects. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benjamin Tal, CIBC's Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the evolving landscape of Canadian immigration policy, its impact on the housing market, and the critical role of purpose-built rentals in addressing affordability. Drawing on recent research and government initiatives, they explore how shifts in immigration trends are shaping economic productivity, the regional variations in housing market performance and how government initiatives are shaping both immediate and future responses to Canada’s affordability crisis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on US immigration policy and what this means for population growth, GDP, and fiscal policy, as well as implications for the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld, CIBC's Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the complexities of interest rate policies and their impact on the Canadian labor market and the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ali Jaffery, a senior economist at CIBC, shares his insights into the economic trajectories of the U.S. and Canada. He discusses the implications of recent employment data and the uncertainty created by trade tariffs. The conversation delves into potential recession risks and how the Federal Reserve might adjust interest rates. Jaffery highlights the challenges of growth and productivity caused by tariffs, emphasizing the need for innovation to navigate the evolving economic landscape.

Benjamin Tal, CIBC’s Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, provide insight into the trajectory of defence spending in Canada and the potential boost to economic activity associated with it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld sits down with Paul Krugman, a Nobel Prize-winning economist renowned for his insights in macroeconomics. They dive into the intricate U.S. budget process and its impact on social safety programs. Krugman discusses the complexities of recent trade agreements, especially with the UK, and the challenges Canada faces in its negotiations with the U.S. Additionally, they analyze how tariffs influence inflation and investment uncertainty, alongside the political dynamics shaping bond market volatility. Expect sharp commentary and thought-provoking economic trends!

Avery Shenfeld, CIBC’s Chief Economist, and Andrew Grantham, CIBC Senior Economist, look at why a tariff-driven, broad rebound in the factory share of US employment might not be a worthy policy goal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benjamin Tal, CIBC’s Deputy Chief Economist, joins Katherine Judge, CIBC Senior Economist, to discuss the deteriorating US economic backdrop, the trade landscape, and implications for the Fed and the Bank of Canada. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on reducing Canadian internal trade barriers, and explain their skepticism on the size of benefits to the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.