Eyes on the Economy
A podcast series focused on examining the key drivers of the Canadian and US economies, including the global macroeconomic influences that impact them.
Latest episodes
May 22, 2024 • 14min
Food for thought on Canadian fundamentals
Avery Shenfeld, CIBC’s Chief Economist joins Andrew Grantham, Executive Director & Senior Economist, to discuss Canadian inflation, central bank policy and the Canadian dollar.
Apr 30, 2024 • 11min
How boomers and work-from-home changed American spending patterns
Ali Jaffery and Katherine Judge discuss the strength of the US consumer, which reflects a wave of wealthy retirees and lifestyle changes associated with work-from-home, as well as implications for monetary policy from the permanent shift in spending preferences towards goods and away from services. For more information, check out our latest In Focus report: https://cibccm.com/en/insights/articles/in-focus-the-goods-life-how-boomers-and-work-from-home-changed-american-spending-patterns/
Apr 18, 2024 • 13min
The federal budget – what does it mean for the economy and the markets?
Avery Shenfeld, CIBC’s Chief Economist, joins host Ali Jaffery to discuss Canada’s Federal Budget, where it stands relative to previous forecasts, and the implications of it for the broader economy, the Bank of Canada and the markets.
Apr 2, 2024 • 10min
Where are we headed? The case for déjà vu.
Benjamin Tal, Deputy Chief Economist at CIBC joins Avery Shenfeld to discuss Fed policy and where the US economy is heading, pointing to the fact that the current situation in the US is very similar to the soft landing of 1995.
For more information, check out our latest In Focus report: https://cibccm.com/en/insights/articles/in-focus-1995-deja-vu/?utm_source=simplecast&utm_campaign=cm_insights_e-in-focus_aware&utm_content
Mar 20, 2024 • 10min
Out of sync views on the US economy
In the inaugural episode of the Eyes on The Economy, our Chief Economist Avery Shenfeld, takes a closer look at the US economy – exploring the dichotomy that exists between the current data, which shows that the economy has been performing strongly, and polls, which would suggest the sentiment is not as positive for the average American consumer. Listen now to hear insights on what truly matters behind the numbers.
