https://simplecast.com A podcast series focused on examining the key drivers of the Canadian and US economies, including the global macroeconomic influences that impact them. 2024 Eyes on the Economy en Thu, 16 Apr 2026 13:07:40 +0000 Thu, 16 Apr 2026 13:07:52 +0000 https://eyes-on-the-economy.simplecast.com https://image.simplecastcdn.com/images/45e0c518-a723-4c2d-8373-08f14888c097/5b527530-3645-417d-b3e9-920f2f588fe5/3000x3000/podcast-graphic-eyes-20on-20the-20economy.jpg?aid=rss_feed https://eyes-on-the-economy.simplecast.com episodic A podcast series focused on examining the key drivers of the Canadian and US economies, including the global macroeconomic influences that impact them. CIBC false https://feeds.simplecast.com/TirQpA5i CIBC mailbox.multimedia@cibc.ca 77689740-1578-4841-9220-75b0694fa461 Thu, 16 Apr 2026 13:07:40 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Andrew Grantham) https://eyes-on-the-economy.simplecast.com/episodes/oil-shocks-and-the-economy-the-base-case-and-other-scenarios-cWNPP_nX Oil shocks and the economy: The base case and other scenarios Avery Shenfeld, Andrew Grantham 00:13:54 CIBC Senior Economist, Andrew Grantham, interviews Chief Economist, Avery Shenfeld, to break down the ramifications of the Iran conflict on global oil prices, explore the intersection of energy markets and American politics, and discuss the expected trajectory for inflation and monetary policy in the U.S. and Canada as oil prices seek a new normal. CIBC Senior Economist, Andrew Grantham, interviews Chief Economist, Avery Shenfeld, to break down the ramifications of the Iran conflict on global oil prices, explore the intersection of energy markets and American politics, and discuss the expected trajectory for inflation and monetary policy in the U.S. and Canada as oil prices seek a new normal. false full 35 b0c833c6-1ed5-4a7d-816a-aa447231ba4f Tue, 3 Mar 2026 15:40:47 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/economic-implications-of-the-war-in-iran-impressions-in-the-early-days-By_U7aZk Economic implications of the war in Iran: Impressions in the early days Katherine Judge, Avery Shenfeld 00:14:33 CIBC’s Senior Economist, Katherine Judge, interviews Chief Economist, Avery Shenfeld about the implications of the US-Israel and Iran war for the North American economy and financial markets. They explore how global markets—especially oil—are reacting to the conflict, what investors are pricing in, and the potential impact on North America’s economy, inflation, and monetary policy. CIBC’s Senior Economist, Katherine Judge, interviews Chief Economist, Avery Shenfeld about the implications of the US-Israel and Iran war for the North American economy and financial markets. They explore how global markets—especially oil—are reacting to the conflict, what investors are pricing in, and the potential impact on North America’s economy, inflation, and monetary policy. false full 34 f239acb5-cc05-454d-bf9c-3f517c1c82ea Wed, 4 Feb 2026 15:49:31 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Katherine Judge) https://eyes-on-the-economy.simplecast.com/episodes/the-state-of-fiscal-policy-and-manufacturing-in-canada-efBagSRW The state of fiscal policy and manufacturing in Canada Ali Jaffery, Katherine Judge 00:12:41 CIBC Economists Ali Jaffery and Katherine Judge break down how federal and provincial budgets are shaping growth, based on a new measure of the fiscal impulse in Canada, and how manufacturing in Canada compares with the U.S. CIBC Economists Ali Jaffery and Katherine Judge break down how federal and provincial budgets are shaping growth, based on a new measure of the fiscal impulse in Canada, and how manufacturing in Canada compares with the U.S. false full 33 81f530a8-b043-4284-839e-e9b2f79601e3 Tue, 13 Jan 2026 19:24:50 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/monetary-moves-decoding-boc-and-fed-strategies-in-todays-environment-uC73FXhQ Monetary moves: Decoding BoC and Fed strategies in today’s environment Ali Jaffery, Avery Shenfeld 00:12:22 CIBC's Senior Economist, Ali Jaffery, interviews Chief Economist, Avery Shenfeld, about his outlook for the Bank of Canada and the Federal Reserve. They examine the latest economic data, explore historical policy precedents, and consider how current political developments—including trade negotiations and U.S. Fed leadership changes—may influence central bank decisions. CIBC's Senior Economist, Ali Jaffery, interviews Chief Economist, Avery Shenfeld, about his outlook for the Bank of Canada and the Federal Reserve. They examine the latest economic data, explore historical policy precedents, and consider how current political developments—including trade negotiations and U.S. Fed leadership changes—may influence central bank decisions. false full 32 3e2c013d-142d-4345-b158-1c6a9060a176 Fri, 12 Dec 2025 15:44:52 +0000 mailbox.multimedia@cibc.ca (Benjamin Tal, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/canadas-2026-outlook-inflation-bank-of-canada-policy-and-housing-apyz4SVg Canada’s 2026 Outlook: Inflation, Bank of Canada policy, and Housing Benjamin Tal, Avery Shenfeld 00:12:39 CIBC’s Chief Economist, Avery Shenfeld, reviews evidence on why neither cost-push inflation nor diminishing economic slack are likely to pressure the Bank of Canada into a rate hike in the coming year, and is joined by Deputy Chief Economist, Benjamin Tal, to discuss a transition year ahead for the housing market and how “doubling up” trends will affect it. CIBC’s Chief Economist, Avery Shenfeld, reviews evidence on why neither cost-push inflation nor diminishing economic slack are likely to pressure the Bank of Canada into a rate hike in the coming year, and is joined by Deputy Chief Economist, Benjamin Tal, to discuss a transition year ahead for the housing market and how “doubling up” trends will affect it. false full 31 eb9a392d-5728-495d-b6e1-75d699d4291f Wed, 12 Nov 2025 17:02:01 +0000 mailbox.multimedia@cibc.ca (Benjamin Tal, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/household-credit-shifts-tariff-turns-whats-next-for-canada-o_0C_Hqg Household credit shifts & tariff turns: What's next for Canada? Benjamin Tal, Avery Shenfeld 00:16:17 CIBC's Chief Economist, Avery Shenfeld, and Deputy Chief Economist, Benjamin Tal, discuss the latest trends in Canadian household credit, including rising policy rates and early signs of credit risk. They also break down the U.S. Supreme Court case on tariffs and what its outcome could mean for Canada’s trade future. CIBC's Chief Economist, Avery Shenfeld, and Deputy Chief Economist, Benjamin Tal, discuss the latest trends in Canadian household credit, including rising policy rates and early signs of credit risk. They also break down the U.S. Supreme Court case on tariffs and what its outcome could mean for Canada’s trade future. false full 30 8fcdf8bb-decb-4076-b1a1-b6a41a1e9ee7 Tue, 28 Oct 2025 20:07:27 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Katherine Judge) https://eyes-on-the-economy.simplecast.com/episodes/canadas-student-immigration-surge-neither-a-blessing-nor-a-curse-Fn6ym__c Canada’s student immigration surge: Neither a blessing, nor a curse Ali Jaffery, Katherine Judge 00:14:15 CIBC senior economists Katherine Judge and Ali Jaffery assess the impact of the recent wave of rapid student immigration on the economy and the labor market, and Canada’s economic record over that period. They also consider ideas for where student immigration and population growth could be headed in the future. CIBC senior economists Katherine Judge and Ali Jaffery assess the impact of the recent wave of rapid student immigration on the economy and the labor market, and Canada’s economic record over that period. They also consider ideas for where student immigration and population growth could be headed in the future. false full 29 1880afbf-ce58-4f41-aa32-baca97efeb29 Thu, 2 Oct 2025 15:20:33 +0000 mailbox.multimedia@cibc.ca (Lawrence Schembri, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/navigating-uncertainty-inflation-interest-rates-and-growth-challenges-in-canada-JWUwvaOG Navigating Uncertainty: Inflation, Interest Rates, and Growth Challenges in Canada Lawrence Schembri, Avery Shenfeld 00:19:24 Avery Shenfeld, Chief Economist at CIBC, and Lawrence Schembri, former Deputy Governor of the Bank of Canada, discuss the outlook of the Canadian economy and challenges in measuring inflation, US monetary policy, and Fed independence. They also explore recent trends in economic growth and Indigenous participation in major projects. Avery Shenfeld, Chief Economist at CIBC, and Lawrence Schembri, former Deputy Governor of the Bank of Canada, discuss the outlook of the Canadian economy and challenges in measuring inflation, US monetary policy, and Fed independence. They also explore recent trends in economic growth and Indigenous participation in major projects. false full 28 c2f70779-f7ab-40b0-88f7-d0eafb8d8f4e Wed, 17 Sep 2025 19:55:02 +0000 mailbox.multimedia@cibc.ca (Benjamin Tal, Katherine Judge) https://eyes-on-the-economy.simplecast.com/episodes/unlocking-the-housing-puzzle-immigration-rentals-and-the-affordability-crisis-XD4DKY9m Unlocking the Housing Puzzle: Immigration, Rentals, and the Affordability Crisis Benjamin Tal, Katherine Judge 00:11:12 Benjamin Tal, CIBC's Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the evolving landscape of Canadian immigration policy, its impact on the housing market, and the critical role of purpose-built rentals in addressing affordability. Drawing on recent research and government initiatives, they explore how shifts in immigration trends are shaping economic productivity, the regional variations in housing market performance and how government initiatives are shaping both immediate and future responses to Canada’s affordability crisis. Benjamin Tal, CIBC's Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the evolving landscape of Canadian immigration policy, its impact on the housing market, and the critical role of purpose-built rentals in addressing affordability. Drawing on recent research and government initiatives, they explore how shifts in immigration trends are shaping economic productivity, the regional variations in housing market performance and how government initiatives are shaping both immediate and future responses to Canada’s affordability crisis. false full 27 16ca61db-51c3-476f-bc2b-e52c10f3a6b2 Tue, 19 Aug 2025 16:58:43 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/the-economic-impact-of-us-immigration-policy-fHkPZAq6 The economic impact of US immigration policy Avery Shenfeld, Ali Jaffery 00:10:37 Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on US immigration policy and what this means for population growth, GDP, and fiscal policy, as well as implications for the Fed. Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on US immigration policy and what this means for population growth, GDP, and fiscal policy, as well as implications for the Fed. false full 26 033d7459-047a-4198-9db8-94677aaafe37 Tue, 8 Jul 2025 16:04:46 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/the-need-for-rate-cuts-in-canada-and-the-us-and-if-so-when-g4cqwdRD The need for rate cuts in Canada and the US, and if so, when? Katherine Judge, Avery Shenfeld 00:10:42 Avery Shenfeld, CIBC's Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the complexities of interest rate policies and their impact on the Canadian labor market and the economy. Avery Shenfeld, CIBC's Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the complexities of interest rate policies and their impact on the Canadian labor market and the economy. false full 25 a7ca57b9-ff15-4629-9146-33c856fee664 Tue, 10 Jun 2025 19:53:10 +0000 mailbox.multimedia@cibc.ca (CIBC) https://eyes-on-the-economy.simplecast.com/episodes/where-are-the-us-and-canadian-economies-headed-cHhjhwlW Where are the US and Canadian economies headed? CIBC 00:15:32 CIBC senior economists Katherine Judge and Ali Jaffery provide an update on our US and Canadian economic outlooks and discuss risks around the forecast. CIBC senior economists Katherine Judge and Ali Jaffery provide an update on our US and Canadian economic outlooks and discuss risks around the forecast. false full 24 5e2acb8a-c665-4e76-9ce4-c696b45d1258 Wed, 28 May 2025 19:56:51 +0000 mailbox.multimedia@cibc.ca (CIBC) https://eyes-on-the-economy.simplecast.com/episodes/a-discussion-on-defence-spending-in-canada-3dsrThWV A discussion on defence spending in Canada CIBC 00:11:14 Benjamin Tal, CIBC’s Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, provide insight into the trajectory of defence spending in Canada and the potential boost to economic activity associated with it. Benjamin Tal, CIBC’s Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, provide insight into the trajectory of defence spending in Canada and the potential boost to economic activity associated with it. false full 23 30915306-681e-45f2-876b-eb88957c9b1f Mon, 12 May 2025 15:35:30 +0000 mailbox.multimedia@cibc.ca (Paul Krugman, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/a-conversation-with-paul-krugman-CESWHP_C A conversation with Paul Krugman Paul Krugman, Avery Shenfeld 00:20:15 On 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. On 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. false full 22 9f134276-e39b-41e4-ba80-f711beb7978f Tue, 29 Apr 2025 17:30:17 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Andrew Grantham) https://eyes-on-the-economy.simplecast.com/episodes/would-bringing-all-the-factory-jobs-back-be-a-winner-for-the-us-G3sJmTO7 Would bringing all the factory jobs back be a winner for the US? Avery Shenfeld, Andrew Grantham 00:11:32 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. 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. false full 21 5dd4996d-0d82-4be4-bd31-3953c68ff121 Wed, 2 Apr 2025 19:13:52 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Benjamin Tal) https://eyes-on-the-economy.simplecast.com/episodes/why-time-is-not-on-trumps-side-3o34eo0s Why time is not on Trump’s side Katherine Judge, Benjamin Tal 00:09:00 Benjamin Tal, CIBC’s Deputy Chief Economist, joins Katherine Judge, CIBC Senior Economist, to discuss the deteriorating US economic backdrop, the trade landscape, and implications for the Fed and the Bank of Canada. Benjamin Tal, CIBC’s Deputy Chief Economist, joins Katherine Judge, CIBC Senior Economist, to discuss the deteriorating US economic backdrop, the trade landscape, and implications for the Fed and the Bank of Canada. false full 20 ab144d3b-780d-4db6-b310-70fa6e444d9e Tue, 18 Mar 2025 18:31:08 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/assessing-the-gains-from-removing-interprovincial-barriers-5bB03oUk Assessing the gains from removing interprovincial barriers Ali Jaffery, Avery Shenfeld 00:12:15 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. 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. false full 19 47b70873-1930-4c9b-8abd-97c9c0aaf386 Tue, 4 Mar 2025 16:26:01 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/where-are-we-on-us-budget-process-VmNWlMR3 Where are we on US budget process? Avery Shenfeld, Ali Jaffery 00:10:32 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. 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. false full 18 b58c64be-fc40-43a4-8aa4-c9efea4d5b42 Tue, 11 Feb 2025 19:42:08 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/trouble-in-tariffs-lrrMTi15 Trouble in Tariffs Ali Jaffery, Avery Shenfeld 00:10:56 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. 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. false full 17 b63eb5c7-28d1-489f-9174-1799cab7df84 Wed, 4 Dec 2024 17:08:54 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/us-deficits-and-tariffs-clues-from-trumps-nominees-IIThdLVp US Deficits and Tariffs: Clues from Trump’s Nominees Katherine Judge, Avery Shenfeld 00:08:54 CIBC 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. CIBC 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. false full 16 8f945e82-12e6-4b71-b348-6f40a20b5ddb Wed, 20 Nov 2024 18:28:21 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/a-hitchhikers-guide-to-the-bank-of-canada-JIuV25Ba A Hitchhiker’s Guide to the Bank of Canada Ali Jaffery, Avery Shenfeld 00:10:54 CIBC 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=E CIBC 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=E false full 15 f0e3fadd-608f-4457-8505-fa8c4ec98612 Wed, 30 Oct 2024 19:19:11 +0000 mailbox.multimedia@cibc.ca (CIBC) https://eyes-on-the-economy.simplecast.com/episodes/no-love-of-labor-why-the-us-labor-market-needs-some-preventative-medicine-IVUC7jOE No love of labor: Why the US labor market needs some preventative medicine CIBC 00:12:24 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. 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. false full 14 108c820d-50ba-4e3f-bfe7-8f03036c3910 Tue, 24 Sep 2024 18:23:07 +0000 mailbox.multimedia@cibc.ca (Richard Clarida, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/special-guest-former-fed-vice-chair-rich-clarida-gives-his-take-on-the-us-outlook-zsPNt7Z7 Special Guest: Former Fed Vice Chair Rich Clarida gives his take on the US outlook Richard Clarida, Avery Shenfeld 00:25:21 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. 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. false full 13 c306a271-ee3c-455f-a49a-d525f1b89e78 Tue, 10 Sep 2024 16:40:13 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/us-elections-and-trade-policy-whats-at-stake-for-the-us-and-canada-0AjZ_tcz US Elections and trade policy: What’s at stake for the US and Canada? Ali Jaffery, Avery Shenfeld 00:10:40 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. 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. false full 12 a9ff7503-86a5-4aa8-91d7-e6f0283bbb60 Tue, 27 Aug 2024 17:56:00 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/latest-on-the-economy-three-things-we-are-watching-ooVkf3RM Latest on the Economy – Three things we are watching Avery Shenfeld, Ali Jaffery 00:11:26 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. 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. false full 11 220315a8-7b39-45ea-b45b-5315f1566ff7 Mon, 12 Aug 2024 20:13:03 +0000 mailbox.multimedia@cibc.ca (Andrew Grantham, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/us-recession-fears-and-implications-nV76F8RM US recession fears and implications Andrew Grantham, Avery Shenfeld 00:11:41 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. 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. false full 10 4513fbc9-519e-4a05-b471-568e09c2683c Tue, 16 Jul 2024 18:24:34 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/seeking-shelter-from-shelter-inflation-misjkNCK Seeking shelter from shelter inflation Katherine Judge, Ali Jaffery 00:11:29 CIBC 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/ CIBC 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/ false full 9 91c615a4-9746-4436-b9e3-960ccd1e33ec Wed, 3 Jul 2024 17:10:41 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/the-bank-of-canada-outlook-sticking-to-our-guns-for-now-uqA4HPSA The Bank of Canada Outlook: Sticking to our guns for now Avery Shenfeld, Ali Jaffery 00:09:05 Avery 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. Avery 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. false full 8 16768754-0d55-487b-ab08-4457bc8c02d3 Wed, 19 Jun 2024 21:03:03 +0000 mailbox.multimedia@cibc.ca (Katherine Judge, Benjamin Tal) https://eyes-on-the-economy.simplecast.com/episodes/evaluating-the-bocs-maneuvering-room-7qQmlVC1 Evaluating the BoC’s maneuvering room Katherine Judge, Benjamin Tal 00:11:30 Benjamin Tal, Deputy Chief Economist, CIBC and Katherine Judge, Senior Economist, CIBC discuss how labour market dynamics and inflation risks are impacting Bank of Canada policy. Benjamin Tal, Deputy Chief Economist, CIBC and Katherine Judge, Senior Economist, CIBC discuss how labour market dynamics and inflation risks are impacting Bank of Canada policy. false full 7 a37258b8-dabc-4669-b16d-8cbdc8d9c001 Tue, 4 Jun 2024 20:01:21 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Katherine Judge) https://eyes-on-the-economy.simplecast.com/episodes/how-far-can-the-boc-diverge-from-the-fed-3yw5AwRo How far can the BoC diverge from the Fed? Ali Jaffery, Katherine Judge 00:10:19 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/ 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/ false full 6 24c63e85-ff0f-4eb3-8f10-cb04fa8fde2f Wed, 22 May 2024 15:39:03 +0000 mailbox.multimedia@cibc.ca (Andrew Grantham, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/food-for-thought-on-canadian-fundamentals-Y7T2BqYx Food for thought on Canadian fundamentals Andrew Grantham, Avery Shenfeld 00:14:19 Avery Shenfeld, CIBC’s Chief Economist joins Andrew Grantham, Executive Director & Senior Economist, to discuss Canadian inflation, central bank policy and the Canadian dollar. Avery Shenfeld, CIBC’s Chief Economist joins Andrew Grantham, Executive Director & Senior Economist, to discuss Canadian inflation, central bank policy and the Canadian dollar. false full 5 8164ea9f-7fa4-4791-a405-2a86dc8b3a95 Tue, 30 Apr 2024 20:58:36 +0000 mailbox.multimedia@cibc.ca (Ali Jaffery, Katherine Judge) https://eyes-on-the-economy.simplecast.com/episodes/how-boomers-and-work-from-home-changed-american-spending-patterns-oRKiyPYD How boomers and work-from-home changed American spending patterns Ali Jaffery, Katherine Judge 00:10:38 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/ 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/ false full 4 257ca664-27a9-4734-bf62-85b8c00b22a0 Thu, 18 Apr 2024 21:27:23 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld, Ali Jaffery) https://eyes-on-the-economy.simplecast.com/episodes/the-federal-budget-what-does-it-mean-for-the-economy-and-the-markets-8l6GkFoX The federal budget – what does it mean for the economy and the markets? Avery Shenfeld, Ali Jaffery 00:12:59 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. 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. false full 3 e3eaa98f-c5e9-4b4e-aff9-9117b933f247 Tue, 2 Apr 2024 17:16:55 +0000 mailbox.multimedia@cibc.ca (Benjamin Tal, Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/where-are-we-headed-the-case-for-deja-vu-QG895WfO Where are we headed? The case for déjà vu. Benjamin Tal, Avery Shenfeld 00:10:09 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 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 false full 2 e9ba5dbf-424e-4330-860d-c807f2092d4c Wed, 20 Mar 2024 19:36:59 +0000 mailbox.multimedia@cibc.ca (Avery Shenfeld) https://eyes-on-the-economy.simplecast.com/episodes/out-of-sync-views-on-the-us-economy-8arQB_kW Out of sync views on the US economy Avery Shenfeld 00:10:19 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. 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. false full 1