Shows
Eyes on the EconomySeeking shelter from shelter inflationCIBC Capital Markets' Senior Economists, Ali Jaffery and Katherine Judge, discuss the outlook for shelter inflation in the US and Canada and why mortgage interest costs may increasingly distort the Bank of Canada’s preferred core measures of inflation.
For more information, check out the mentioned In Focus report: https://cibccm.com/en/insights/articles/in-focus-seeking-shelter-from-shelter-inflation/2024-07-1611 minEyes on the EconomyHow far can the BoC diverge from the Fed?In this episode of Eyes on the Economy, Katherine Judge chats with Ali Jaffery about potential monetary policy divergence between the Bank of Canada and the Fed, and what it means for Canadian inflation.
For more information, check out the mentioned In Focus report here - https://cibccm.com/en/insights/articles/finding-the-limit-how-far-can-the-bank-of-canada-diverge-from-the-fed/2024-06-0410 minEyes on the EconomyHow boomers and work-from-home changed American spending patternsAli 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/2024-04-3010 min