Eyes on the Economy

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.

CIBC Senior Economist Ali Jaffery interviews Chief Economist Avery Shenfeld about his latest note on US fiscal policy, discussing the House budget resolution, implications for the Fed, and what this means for the bond market. 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 is joined by his colleague, Senior Economist Ali Jaffery, to discuss the threat of tariffs being posed by the United States and the implications for Canadian growth, inflation and interest rates. 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 discusses the implications of Trump’s economic nominees on federal deficits and bond markets. Concerns about rising deficits are juxtaposed with mixed economic signals affecting treasury yields. The podcast delves into the uncertainty surrounding U.S. trade tariffs and their potential impact on relationships with Canada and other trading partners. Conflicting views within the administration on tariff effectiveness highlight the complex economic landscape. The conversation wraps up with insights into future economic trends.

In this insightful discussion, Ali Jaffery, a Senior Economist at CIBC, shares his expertise on the Bank of Canada's monetary policy. He explains how to interpret the current easing cycle and what it means for interest rates. Jaffery dives into the Bank's inflation risks, highlighting the need for rate relief in an economy grappling with excess supply. He also provides an economic outlook for Canada and the U.S., emphasizing the importance of accurate data for forecasting. Tune in for a deep dive into Canada’s economic future!

Benjamin Tal, CIBC’s Deputy Chief Economist, joins Ali Jaffery, Senior Economist to talk through their latest note dissecting the US labor market. Motivated by a desire to preserve margin gains, businesses are adding less labor with job growth trending down and a worrisome pattern of revisions making it difficult to make a real-time read on the job market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CIBC Chief Economist Avery Shenfeld is joined by Dr. Richard Clarida, Managing Director & Global Economic Advisor, PIMCO, who shares his perspectives on the US outlook, the direction for the Fed, and the implications for markets. 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, joins Ali Jaffery, Senior Economist, to discuss the US federal election and the future directions of trade policy under a Trump or Harris presidency, and what this would mean for the US and 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, joins Ali Jaffery, Senior Economist, to discuss the labour dispute in Canada’s rail sector, what commodity prices are telling us about the global economy, and the future direction of monetary policy after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole. 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, joins colleague Andrew Grantham, Senior Economist, to discuss the slowing in the US economy and emerging recession fears, and shares their interest rate forecast changes for both Canada and the US. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.