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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.
Drivers of Growth

In the next 10 years, three in four owners plan on exiting their businesses. Scott Brown, Senior Vice-President, Ontario & Prairies, Commercial Banking, and Iain Gallagher, Managing Director, Mid-Market Investment Banking, Corporate Finance, tell us why we need to seize the moment to drive our business economy forward.

By the numbers
Drivers of Growth

In the next 10 years, three in four owners plan on exiting their businesses. Scott Brown, Senior Vice-President, Ontario & Prairies, Commercial Banking, and Iain Gallagher, Managing Director, Mid-Market Investment Banking, Corporate Finance, tell us why we need to seize the moment to drive our business economy forward.

Drivers of Growth

A growing revolution in Ontario’s greenhouse alley

Between 2016 and 2021, Southwestern Ontario’s greenhouse footprint expanded by more than 40 million square feet. Dan Murtha, Director & Team Leader of Agriculture and Commercial Banking in Southwestern Ontario, tells us what will fuel even more growth over the next decade.

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Latest Podcasts

Eyes on the Economy EP17

Play podcast: Trouble in tariffs

Avery Shenfeld, CIBC’s Chief Economist is joined by his colleague, Senior Economist Ali Jaffrey, to discuss the threat of tariffs being posed by the United States and the implications for Canadian growth, inflation and interest rates.

Eyes on the Economy | EP17Trouble in tariffs
Read transcript
The Energy Shift

Trump 2.0 and the year ahead

Lesley Hunter, Senior VP of Policy & Engagement at ACORE, joins Luisa Fuentes, Managing Director, Head of Natural Resources and Transition, U.S. Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the new administration under President Trump, the key people involved, and energy policy formation.
Curve Your Enthusiasm

Excess hot potatoes

In the first episode of 2025, Ian is joined by Aaron Carter from the financing desk to discuss recent adjustments in the short-end. The show begins with the duo discussing the importance of the Bank of Canada’s move to change the way monetary policy is implemented, namely moving back into a corridor system. Aaron gives his ‘big picture’ view on why this is a real game-changer for CORRA, and his expectations around the evolution of the spread to the target rate. Ian takes time discussing the various administered rates in the Canadian short-end and how to think about the subset of arbitrage opportunities. Aaron finishes the episode by describing the incoming tri-party repo system and how that will interact with monetary policy going forward.

The housing crisis is a planning crisis

Read how the lack of a robust population growth forecast framework is partly responsible for the housing supply shortage.

Housing Shortage

5 million

Estimated Canada-wide construction gap by 2030 in units

Population Growth

1.4 million

Gap between real population in 2023 and previous planning forecasts

Latest Videos

CIBC Perspectives

Trudeau, Trump and Tariffs: An analysis of the PM’s announcement to step down as Liberal leader

With Parliament’s prorogation and the race underway for a new leader of the Liberal party, Roman Dubczak, Deputy Chair of CIBC Capital Markets, is joined by the Hon. Lisa Raitt, Vice Chair, Global Investment Banking at CIBC Capital Markets, and Avery Shenfeld, Chief Economist at CIBC Capital Markets, to discuss the implications of the Prime Minister’s announcement, especially in light of President Donald Trump’s upcoming inauguration and the issues surrounding immigration and tariffs.

CIBC Economics

13%

The gap between what women (aged 25-54) earned less than their male counterparts in terms of average hourly wages in 2023.

Women's work isn't yet done
The Week Ahead

Gonna hurt you more than it hurts me

Canada is taking steps to gird itself for the battle against a looming tariff threat from the US, and a list of potential retaliatory tariffs on US products is being assembled as a part of that effort. But both history and facts on the ground suggest that, on their own, Canadian tariffs won’t mean much, and such talk isn’t making much of an impact on the President-elect thus far.

Taking action on sustainability

CIBC Sustainability Report 2023

Read about what we've done in our efforts to create a sustainable future for our team, our clients, our communities and our planet.

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