The Economic Brief
CIBC Senior Economist Andrew Grantham tells us why the Bank of Canada held interest rates, and what might come with its next rate announcement in June.
Welcome to CIBC Thought Leadership
Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
Trade
Navigating uncertainty in a shifting trade environment
As Canadian businesses navigate a complex and uncertain trade environment, Blair Cowan, Executive Vice-President and Head of Commercial Banking, and Scott Brown, Senior Vice-President, Ontario & Prairies, Commercial Banking, share how businesses can evaluate and address emerging risks and shifting trade dynamics.
In Focus
Population growth projections — are we repeating past mistakes?
Our latest In Focus report makes the point that official population growth forecasts might be too low.
By the numbers
CIBC Perspectives
The Hon. Lisa Raitt was joined by Blair Cowan and David Coletto to discuss the current state of the small and medium-sized enterprise (SME) sector in Canada amidst economic turbulence and uncertainty. The discussion highlights the challenges SMEs face due to factors such as trade tariffs, inflation, and the upcoming federal election.
In Focus
Can, or should, the US bring the factory jobs back?
Our latest In Focus article, by Andrew Grantham and Avery Shenfeld, questions whether the US should even be trying to reallocate more of its employment towards manufacturing.
CIBC Perspectives
Tariff trouble – Impacts and insights from our team
Roman Dubczak leads a discussion on the recent economic upheaval triggered by President Trump’s announcement of tariffs on US trading partners. Roman is joined by the Hon. Lisa Raitt, Avery Shenfeld and Ian Pollick, 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.
The Economic Brief
How will recent reciprocal tariff announcements impact the Canadian and global economic outlook?
Although Canada avoided new reciprocal tariffs on April 2 beyond those already announced, our economy remains susceptible to a global economic downturn. CIBC Chief Economist Avery Shenfeld shares insights on what might help mitigate those risks to global trade.
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Latest Podcasts
The Raitt Stuff • EP55
Play podcast: Can’t see the wood for the trees: the impact of US tariffs on the forestry industry
Derek Nighbor, President and CEO, Forest Products Association of Canada, talks to the Hon. Lisa Raitt about the impact of US tariffs on the forestry industry, dealing with climate change and why a new Canadian government should prioritize supporting the industry in these uncertain economic times.
The Raitt Stuff | EP55Can’t see the wood for the trees: the impact of US tariffs on the forestry industry
Eyes on the Economy
Why time is not on Trump’s side
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.
The Raitt Stuff
The future ain’t what it used to be: Europe in the Trump era
The Hon. Lisa Raitt is joined by CIBC’s Amber Batool, a former senior bureaucrat in the UK, to take a look at the impact of the new US administration on Europe, specifically its defense, energy and economic policy and what it all means for the future of NATO.
The Sustainability Agenda
Battery storage systems: The innovations empowering our clean energy future
Rob Alexander of AlumaPower joins Tom Heintzman, Vice Chair, Energy Transition and Sustainability, to discuss battery storage systems, including the advances in battery storage technology, the use cases for zero-emissions long duration energy sources to meet rising electricity demand, and where the industry is headed.
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 unitsPopulation Growth
1.4 million
Gap between real population in 2023 and previous planning forecastsLatest Videos
The Economic Brief
CIBC Senior Economist Andrew Grantham tells us why the Bank of Canada held interest rates, and what might come with its next rate announcement in June.
CIBC Perspectives
SME Sector – Turbulence is the new normal
The Hon. Lisa Raitt was joined by Blair Cowan and David Coletto to discuss the current state of the small and medium-sized enterprise (SME) sector in Canada amidst economic turbulence and uncertainty. The discussion highlights the challenges SMEs face due to factors such as trade tariffs, inflation, and the upcoming federal election.
The Economic Brief
How will recent reciprocal tariff announcements impact the Canadian and global economic outlook?
Although Canada avoided new reciprocal tariffs on April 2 beyond those already announced, our economy remains susceptible to a global economic downturn. CIBC Chief Economist Avery Shenfeld shares insights on what might help mitigate those risks to global trade.
CIBC Perspectives
Tariff trouble – Impacts and insights from our team
Roman Dubczak leads a discussion on the recent economic upheaval triggered by President Trump’s announcement of tariffs on US trading partners. Roman is joined by the Hon. Lisa Raitt, Avery Shenfeld and Ian Pollick, 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.
CIBC Economics
Our latest In Focus report examines Canadian women’s position in the labour market relative to other countries.
In Focus
Can, or should, the US bring the factory jobs back?
Our latest In Focus article, by Andrew Grantham and Avery Shenfeld, questions whether the US should even be trying to reallocate more of its employment towards manufacturing.
In Focus
Population growth projections — are we repeating past mistakes?
Our latest In Focus report makes the point that official population growth forecasts might be too low.
In Focus
A modest pot of gold at the end of the interprovincial trade-deal rainbow
Removing interprovincial trade barriers is a laudable goal, but our In Focus report by Avery Shenfeld and Ali Jaffery finds that its economic lift is likely to be more modest than some have claimed.
In Focus
Seeking diversification: Can Canada reduce its dependency on the US?
In this In Focus report we examine Canada’s export dependency with the US, why the recent trend has actually been towards less rather than more diversification, and where there may be possibilities to diversify more in the future.
Our commitment to ambitions
CIBC Ambitions Index 2025
In this first edition of our annual index, read about Canadians’ goals and ambitions, the progress they’ve made, and what’s holding them back.
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