The Economic Brief
The Bank of Canada once again held interest rates at 2.25%. Chief Economist Avery Shenfeld explains what that signals about the Bank’s outlook for the Canadian economy.
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
How can Canadian business owners best position themselves for success in 2026?
Businesses must continue to make decisions amid ongoing market uncertainty. Scott Brown, Senior Vice-President, Ontario & Prairies, tells us how business leaders can best position themselves for success in 2026.
Drivers of Growth
What’s ahead for Commercial Markets in 2026
Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.
Drivers of Growth
Businesses must continue to make decisions amid ongoing market uncertainty. Scott Brown, Senior Vice-President, Ontario & Prairies, tells us how business leaders can best position themselves for success in 2026.
Drivers of Growth
What types of deals can we expect to see in the private equity space in 2026?
What will deals in the private equity space look like in 2026? Evan Bennitt, Senior Vice-President of Corporate Finance, tells us how he expects investors to unlock value and drive growth despite ongoing market challenges.
The Economic Brief
What does the Bank of Canada’s decision to hold interest rates signal about the Canadian economy for 2026?
The Bank of Canada once again held interest rates at 2.25%. Chief Economist Avery Shenfeld explains what that signals about the Bank’s outlook for the Canadian economy.
Drivers of Growth
What’s ahead for Commercial Markets in 2026
Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.
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Latest Podcasts
Curve Your Enthusiasm • EP86
Play podcast: A Conversation with Jean Boivin
In the first episode of Curve Your Enthusiasm in 2026, Ian is joined by Ali Jaffery from CIBC economics and Jean Boivin, Head of Blackrock Global Investment Institute. Jean begins the episode by outlining his core investment themes for 2026 across asset classes. It is hard to talk about 2026 without discussing AI, and Jean provides his view on why the near-term economic impact is inflationary, versus the longer-run impact which is disinflationary. The group discusses the risks inherent in the AI buildout, opines on market pricing across regions, and finishes the episode with a deep-dive on the Canadian economy and inflation path.
Curve Your Enthusiasm | EP86A Conversation with Jean Boivin
Eyes on the Economy
Monetary moves: Decoding BoC and Fed strategies in today’s environment
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.
Eyes on the Economy
Canada’s 2026 Outlook: Inflation, Bank of Canada policy, and housing
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.
Eyes on the Economy
Household credit shifts & tariff turns: What’s next for Canada?
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.
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
Drivers of Growth
Businesses must continue to make decisions amid ongoing market uncertainty. Scott Brown, Senior Vice-President, Ontario & Prairies, tells us how business leaders can best position themselves for success in 2026.
The Economic Brief
What does the Bank of Canada’s decision to hold interest rates signal about the Canadian economy for 2026?
The Bank of Canada once again held interest rates at 2.25%. Chief Economist Avery Shenfeld explains what that signals about the Bank’s outlook for the Canadian economy.
Drivers of Growth
What’s ahead for Commercial Markets in 2026
Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.
Drivers of Growth
What types of deals can we expect to see in the private equity space in 2026?
What will deals in the private equity space look like in 2026? Evan Bennitt, Senior Vice-President of Corporate Finance, tells us how he expects investors to unlock value and drive growth despite ongoing market challenges.
CIBC Economics
76.4%
Our latest In Focus report examines Canadian women’s position in the labour market relative to other countries.
In Focus
Canada’s student immigration surge: Neither a curse, nor a blessing
In our latest In Focus article, Senior Economist Ali Jaffery examines the economic implications of Canada’s recent student immigration surge.
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.
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.
Our commitment to ambitions
CIBC Ambitions Index 2026
Read about how Canadian ambitions are changing in this second edition of our annual index.
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