Shows
Eyes on the EconomyAssessing the gains from removing interprovincial barriersAvery 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.2025-03-1812 minEyes on the EconomyWhere are we on US budget process?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.2025-03-0410 minEyes on the EconomyTrouble in TariffsAvery 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.2025-02-1110 minEyes on the EconomyA Hitchhiker’s Guide to the Bank of CanadaCIBC Chief Economist Avery Shenfeld chats with Ali Jaffery, CIBC Senior Economist about how to read the tea leaves in this easing cycle. Those tea leaves point to the Bank of Canada taking another big step in December, enroute to a bit below neutral next year.
For more information, check out the In Focus report here: https://economics.cibccm.com/cds?ID=c9e80163-55bb-469f-8b0a-c7f0877374de&TYPE=E2024-11-2010 minEyes on the EconomyUS Elections and trade policy: What’s at stake for the US and Canada?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.2024-09-1010 minEyes on the EconomyLatest on the Economy – Three things we are watchingAvery 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.2024-08-2711 minEyes on the EconomyThe Bank of Canada Outlook: Sticking to our guns for nowAvery Shenfeld, CIBC's Chief Economist, joins Ali Jaffery, CIBC's Senior Economist, to discuss why May’s inflation report needn’t deter the Bank of Canada from a rate cut in July, and the implications for bond market investors.2024-07-0309 minEyes on the EconomyThe 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.2024-04-1812 min