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Welcome to CIBC Thought Leadership

Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
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Drivers of Growth

Canada’s Defence Industrial Strategy requires a large-scale mobilization of capital that we haven’t seen in this country in quite some time. Susan Rimmer, Senior Executive Vice-President and Group Head, Commercial Banking, convened a panel of CIBC’s senior leadership to recap the bank’s recent Defence and Resiliency Summit, and discuss what opportunities this new era holds for clients.

Three men in dark suits and light shirts sit behind a desk, looking at each other.
CIBC Perspectives

Economic and rates strategy: Mid-year update

CIBC’s Brad Black leads a semi-annual discussion with Avery Shenfeld and Ian Pollick on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year.
Five people sit behind a desk in front of a backdrop of the Toronto skyline.
Drivers of Growth

Recapping CIBC’s Defence and Resiliency Summit, and what it means for clients

Canada’s Defence Industrial Strategy requires a large-scale mobilization of capital that we haven’t seen in this country in quite some time. Susan Rimmer, Senior Executive Vice-President and Group Head, Commercial Banking, convened a panel of CIBC’s senior leadership to recap the bank’s recent Defence and Resiliency Summit, and discuss what opportunities this new era holds for clients.
Two women - one with blond hair tied back and another with brown hair tied back - both wearing white shirts and dark aprons, consult a laptop.
Drivers of Growth

The hidden economic might of Canadian franchises

In 2026, franchising is expected to contribute about $133 billion to the economy, equal to roughly 5% of Canada’s GDP. Yet despite its scale and importance, it’s often overlooked compared to more traditional sectors. As Romal Bryce, Market Vice-President of National Industry Programs, and Greg Windle, Director and National Industry Lead, Franchising & Business Services, write: Whether through hiring incentives, support for technology investments or making it easier to enter the industry, government and business must work together to strengthen this key pillar of Canada’s economy.

Explore our Series

Latest Podcasts

Daniel Sax of Canadian Strategic Missions Corporation joins Tom Heintzman, Vice Chair, Energy & Climate Finance, to discuss why a Canadian space and defence company is developing micro nuclear reactors for remote and mission-critical applications, and how the case for resilient power can strengthen Canada’s energy security and sovereignty – from arctic development to lunar ambitions.

The Sustainability Agenda | EP113Micro nuclear reactors: Building resilient power for Canada’s arctic development and lunar ambitions
Read transcript
Eyes on the Economy

Inflation fears: Bank of Canada vs. the Fed

CIBC Senior Economist, Katherine Judge, hosts a discussion with Chief Economist, Avery Shenfeld, as he compares inflation risks in Canada and the US, assesses the impact of higher oil prices, and discusses what it could all mean for interest rates in 2026 and beyond.
The Sustainability Agenda

Carbon pricing in focus: Does the Canada-Alberta deal make the grade?

Michael Bernstein of Clean Prosperity joins Tom Heintzman, Vice Chair, Energy & Climate Finance, to discuss key provisions of the Canada-Alberta Memorandum of Understanding on industrial carbon pricing. They explore the agreement’s strengths, weaknesses, and market impacts, and whether it ‘makes the grade’ in advancing credible, long-term decarbonization for Alberta’s oil and gas sector.
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Canadian housing: Anatomy of a correction

This In Focus report analyzes the housing market correction underway in Canada. Given the importance of the housing market to the economy, the current weakness in activity along with falling prices have clear negative macroeconomic implications.

Benchmark Home Price

28%

In Ontario, the benchmark price is 28% below the trendline

Condo Market

35%

Condo prices nationally are 35% below the trendline

Latest Videos

Five people sit behind a desk in front of a backdrop of the Toronto skyline.
Drivers of Growth

Canada’s Defence Industrial Strategy requires a large-scale mobilization of capital that we haven’t seen in this country in quite some time. Susan Rimmer, Senior Executive Vice-President and Group Head, Commercial Banking, convened a panel of CIBC’s senior leadership to recap the bank’s recent Defence and Resiliency Summit, and discuss what opportunities this new era holds for clients.

Three men in dark suits and light shirts sit behind a desk, looking at each other.
CIBC Perspectives

Economic and rates strategy: Mid-year update

CIBC’s Brad Black leads a semi-annual discussion with Avery Shenfeld and Ian Pollick on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year.
Two men in dark suit jackets and light-coloured pants sit facing each other in white armchairs with Toronto's skyline through a window behind them.
Innovation Banking

The Gradient Ascent Podcast: Episode 1

Paul McKinlay, Senior Vice-President and Head of Innovation Banking, and Daniel Lee, Managing Director, Technology & Innovation, Capital Markets, sit down for the first episode of the Gradient Ascent podcast. They break down the recent volatility in software stocks, the impact of AI on valuations, the evolving perspectives of public and private investors, and key insights from the Nvidia conference.

CIBC Economics

18%

With women representing a sizeable share of the workforce, making full use of their potential is vital for Canada’s economy. As Senior Economist Katherine Judge discusses in her latest report, while there has been some improvement, there is still plenty of work ahead in addressing a well-known gap in earnings for mothers in the workforce.

Reducing the 'Motherhood Penalty': Some progress, but room to do more
In Focus

Canadian housing: Anatomy of a correction

This In Focus report analyzes the housing market correction underway in Canada. Given the importance of the housing market to the economy, the current weakness in activity along with falling prices have clear negative macroeconomic implications.
CIBC Economics

Bank of Canada interest rate: Not now, maybe later

The Bank of Canada chose not to provide fresh stimulus to the Canadian economy now, keeping the overnight rate steady at 2.75%, but did hint that rate cuts are still possible in the future to help navigate the current period of trade uncertainty.

Our commitment to ambitions

CIBC Ambitions Index 2026

Read about how Canadian ambitions are changing in this second edition of our annual index.

Learn more

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