Shows
Eyes on the EconomyA conversation with Paul KrugmanOn Friday, May 9th, CIBC’s Chief Economist Avery Shenfeld, was joined by Nobel Prize Winning Economist and former NY Times Columnist Paul Krugman to discuss the US budget process, the outlook for the US trade policy, and some of the implications for Canada.2025-05-1220 min
CIBC Capital MarketsCIBC Perspectives - Carney’s CanadaRoman Dubczak, Deputy Chair, CIBC Capital Markets, hosts an engaging discussion following the election of Mark Carney as Canada’s 24th Prime Minister. Roman is joined by colleagues, the Hon. Lisa Raitt, Vice-Chair, Global Investment Banking, CIBC Capital Markets, and Avery Shenfeld, Managing Director and Chief Economist, CIBC Capital Markets, to provide timely insights into the formation of the new Cabinet, developing economic strategies, and the upcoming G7 Summit in June.2025-05-0612 minCIBC Capital MarketsCIBC Perspectives – Tariff Trouble – Impacts and Insights from our TeamRoman Dubczak, Deputy Chair, CIBC Capital Markets, leads a discussion on the recent economic upheaval triggered by President Trump’s announcement of tariffs on US trading partners. Roman is joined by colleagues the Hon. Lisa Raitt, Vice Chair, Global Investment Banking, Avery Shenfeld, Managing Director and Chief Economist, and Ian Pollick, Managing Director and Head, Fixed Income, Currency and Commodities Strategy, who delve into the immediate and longer-term impacts of these tariffs, and provide valuable insights into the economic landscape, the political ramifications of the tariffs, and the role of the upcoming Canadian federal election.2025-05-0614 minEyes on the EconomyWould bringing all the factory jobs back be a winner for the US?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.2025-04-2911 minEyes 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 min
CTV Power Play with Vassy Kapelos PodcastPower Play #1858: Trump’s Commerce Secretary on Border Plan: If they execute it, there will be no Saturday tariffsAnthony Furey, Newfoundland and Labrador Premier; Frances Donald, RBC & Avery Shenfeld, CIBC; The Front Bench with: Sharan Kaur, Jamie Ellerton, Geoff Meggs & Marieke Walsh.2025-01-3047 minEyes on the EconomyUS Deficits and Tariffs: Clues from Trump’s NomineesCIBC Senior Economist Katherine Judge interviews Chief Economist Avery Shenfeld about his take on Trump’s nominees, and what signals can be gleaned about the risk to the bond market from rising deficits, and the risks to inflation and trade from tariffs.2024-12-0408 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 minCIBC Capital MarketsCIBC Perspectives – America decides: what's at stake for Canada?Deputy Chair of CIBC Capital Markets, Roman Dubczak is joined by the Hon. Lisa Raitt (Vice-Chair, Global Investment Banking) and CIBC's Chief Economist Avery Shenfeld to discuss the implications of the US election on Canada and its economy.2024-11-0713 minEyes on the EconomySpecial Guest: Former Fed Vice Chair Rich Clarida gives his take on the US outlookCIBC 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.2024-09-2425 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 EconomyUS recession fears and implicationsAvery 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.2024-08-1211 min
Smart Advice with Carissa LucrezianoInflation, Interest Rates, and the Future of the Canadian Economy with Avery ShenfeldWhether you're looking for a new mortgage, contemplating your investment strategy, or simply trying to make sense of the economy, join us for a conversation with Avery Shenfeld, Managing Director and Chief Economist at CIBC Capital Markets, to shed light on the recent interest rate cut, its expected impact on the Canadian economy, and what this means for consumers.Here are three reasons why you should listen to this episode:Find out what the recent interest rate cuts may mean for inflation and the Canadian economy.Learn how inflation and interest rates may impact Canadian consumers...2024-07-0821 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 EconomyFood for thought on Canadian fundamentalsAvery Shenfeld, CIBC’s Chief Economist joins Andrew Grantham, Executive Director & Senior Economist, to discuss Canadian inflation, central bank policy and the Canadian dollar.2024-05-2214 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 minEyes on the EconomyWhere 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_content2024-04-0210 minEyes on the EconomyOut of sync views on the US economyIn 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.2024-03-2010 minSmart Advice with Carissa LucrezianoBest of 2023: Top insights and financial adviceSeason 1 of the Smart Advice Podcast brought a wealth of financial advice, tips and insights to help support Canadians along their financial journey. We covered a variety of timely and important topics, from the state of the economy and the markets to advice around investing and saving for life’s major goals.In this bonus episode, we look back at highlights from this season that can better position you for a successful 2024.If you’re new to the Smart Advice podcast and want to learn more about the topics we cover , or you’re a loyal li...2023-12-1124 minSmart Advice with Carissa LucrezianoWhat's next for inflation and interest rates? with Avery ShenfeldThe strength of the economy and how it impacts Canadians is top of mind right now. Over the last year, Canadians have faced high inflation, multiple interest rate hikes and a rising unemployment rate. So it’s no surprise, many are wondering what to expect next.In this episode, CIBC’s Managing Director and Chief Economist, Avery Shenfeld joins us to give his insights and analysis on the market and answer some pressing questions about the Canadian economy. From inflation and interest rates to buying and investing, Avery talks to us about the current economic situation in Canada...2023-10-0925 min
More Than MoneyInflation: What should Canadians expect?Join Dave Popowich and Faisal Karmali as they talk to Avery Shenfeld, CIBC's Chief Economist, about where inflation numbers are going and how Canada's interest rates compare to other countries.2023-08-2039 min
Curve Your EnthusiasmAn Economist and Strategist walk into a bar...Ian is joined this week by Avery Shenfeld, Chief Economist at CIBC. The duo begin the episode discussing the most recent North American jobs reports, with Avery highlighting why the Fed hasn’t yet done enough to cool the hot jobs market. Ian outlines the reasons not to get too wrapped-up in Canada’s recent wage gains, while Avery provides his view on the recent increase in the Unemployment Rate. The pair spend some time discussing the outlook for monetary policy, concluding that September is still very much in play for the Bank of Canada despite a string of weaker-than-expected acti...2023-08-0923 min
More Than MoneyWhat Are The Potential Outcomes of the Russian Invasion of Ukraine?Dave and Faisal have been interviewing multiple experts on the show to gain a further understanding of the news coming out of Ukraine.
What are the impacts on global economic recovery? What are the potential outcomes? How will this impact the markets and YOUR portfolio?
Check out this bonus episode to gain further insight into what potential outcomes we could expect from the Russian invasion of Ukraine as well as Dave and Faisal's most recent interview with Avery Shenfeld, CIBC Chief Economist.2022-03-1720 min
More Than MoneyWhat Does The Future Hold For Fixed Income Investors?Join Dave and Faisal on More Than Money this Saturday at 3pm as they discuss the global impact of the Russian invasion of Ukraine with CIBC's Chief Economist, Avery Shenfeld.
Also on the show, Brian D'Costa, Founding Partner and President of Algonquin Capital, joins the show to talk about rising interest rates and fixed income. 2022-03-1340 min
More Than MoneyHow To Cope With Empty Nest SyndromeJoin Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss how empty nest syndrome effects people emotionally with Shari Leid, Life and Mindset Coach at An Imperfectly Perfect Life.
Also on the show, how does the federal election impact investors? Avery Shenfeld, Chief Economist at CIBC discusses what you need to look out for.2021-10-0540 min
Down to BusinessThe Canadian economy is reopening, get ready for some false starts (CIBC chief economist Avery Shenfeld)On this week's Down to Business, CIBC chief economist Avery Shenfeld talks to host Gabriel Friedman about the shape and speed of the recovery. While some sectors will rebound quickly, a second big chunk of the economy will see a very shallow recovery or no recovery at all.
Learn more about your ad choices. Visit megaphone.fm/adchoices2020-06-2421 min
The CENE PodcastThe Role of Canada and the United States in a Post Pandemic World The Covid-19 Pandemic has cracked the foundation of economic activity. What will the future bring for Canada and the United States? Thought leaders in strategy, investment and the world economy joined our community to share their insights on where we go from here. We were joined by Dave Donabedian, Chief Investment Officer of CIBC Private Wealth Management, Avery Shenfeld, Managing Director and Chief Economist of CIBC Capital Markets, and Karl Moore, Associate Professor of Strategy and Organization at McGill University. The Virtual CENE is a series of events to connect CENE members and our community...2020-06-0550 min
More Than MoneyMore Than Money March 14, 2020Guests Dr. Nathan Shall, Geriatrician, and Avery Shenfeld, Managing Director and Chief Economist at CIBC Capital Markets join hosts of the show Dave Popowich and Faisal Karmali2020-03-1443 min
More Than MoneyMore Than Money March 23 2019CIBC Chief Economist Avery Shenfeld spends some time with Dave and Faisal discussing this week's federal budget.2019-03-2342 min
Empire Club of CanadaInvestment Outlook 2015 featuring Ian Russell, Thomas Caldwell and Avery Shenfeld | January 8, 2015The Empire Club of Canada Presents:
Investment Outlook 2015 featuring Ian Russell, Thomas Caldwell and Avery Shenfeld
lan Russell is President and Chief Executive Officer of the Investment Industry Association of Canada. IIAC. a position he has held since its inauguration in April 2006. Prior to his appointment at the IIAC, Mr. Russell headed the Industry Relations and Representation group of the Investment Dealers Association of Canada. In his 20 year tenure at the Association, he has participated actively in many committees and working groups involved in regulatory and tax issues related to the securities industry and capital...2015-01-0841 min