CIBC logo

Welcome to CIBC Thought Leadership

Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
A graphic with the CIBC logo at the top and the words "Insights" and "Podcast Series" at the bottom.
Drivers of Growth

CIBC’s Amber Batool and Krista Friesen discuss Canada’s next-generation submarine procurement and the broader strategy behind it. Their conversation examines how this major defence decision reflects shifting national security priorities, a faster approach to procurement and a growing focus on building long-term industrial and economic benefits in Canada.

Four people sit behind a desk, with three on the right turning to look at the person on the left. The CIBC logo is on the wall behind them.
An Inclusive Society

Blended finance: Bringing capital together for community impact

The not-for-profit sector is a major contributor to the Canadian economy – it provides everything from vital social services to arts festivals, literacy programs and sports clubs. The sector can benefit greatly from the blended finance ecosystem, which combines capital from a variety of sources – public, private, philanthropic – to fund programming for social and environmental good. Recently, Kyle McLean, Market Vice-President in the Public Sector and Not for Profit Group at CIBC, sat down with industry experts to discuss what blended finance means for them and why it’s so important for the not-for-profit sector.
A man in glasses and a woman, both wearing yellow safety jackets and white hard hats, look at a laptop the woman is holding, with large machinery in the background.
Drivers of Growth

Made in Canada: The industrialization of Canada’s defence procurement

In this report, prepared after CIBC’s Defence & Resiliency Summit in May, Krista Friesen, Executive Director for Institutional Equity Research at CIBC Capital Markets, and colleagues look at the current state of Canada’s defence sector, and the opportunities that lie ahead for Canadian businesses and investors.
A man in glasses and a woman, both wearing yellow safety jackets and white hard hats, look at a laptop the woman is holding, with large machinery in the background.
Drivers of Growth

Made in Canada: The industrialization of Canada’s defence procurement

In this report, prepared after CIBC’s Defence & Resiliency Summit in May, Krista Friesen, Executive Director for Institutional Equity Research at CIBC Capital Markets, and colleagues look at the current state of Canada’s defence sector, and the opportunities that lie ahead for Canadian businesses and investors.
Four men and one woman sit behind a desk that has a grey top and red bottom with a CIBC logo in front.
Drivers of Growth

Mid-year Commercial Markets update

Canadian businesses continue to demonstrate resilience, adaptability, and momentum despite ongoing trade uncertainty. As we move into the second half of the year, senior Commercial Banking leaders discuss how clients are finding opportunities, building on their strengths, and positioning for growth, and how we can help them succeed in an evolving landscape.
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.

Explore our Series

Latest Podcasts

CIBC’s Amber Batool and Krista Friesen discuss Canada’s next-generation submarine procurement and the broader strategy behind it. Their conversation examines how this major defence decision reflects shifting national security priorities, a faster approach to procurement and a growing focus on building long-term industrial and economic benefits in Canada.

| EP5Beneath the surface: Canada’s submarine strategy
Read transcript
Eyes on the Economy

Canada’s population reality check

CIBC’s Avery Shenfeld and Benjamin Tal challenge some common assumptions about where Canadian population growth has been, where it’s headed, and what this means for Canada’s economic growth forecast and labour market ahead.
The Sustainability Agenda

Demand response and the new economics of grid flexibility

Paul Grod of Rodan Energy joins host, Tom Heintzman, to explore the role of demand response in managing decentralized power, including how commercial battery energy storage systems participate in electricity markets, and the benefits of connecting, dispatching, and coordinating distributed energy assets into a fully managed virtual power plant.
Eyes on the Economy

AI, inflation and the Central Bank dilemma

CIBC’s Benjamin Tal and Helen Lao discuss how AI is affecting inflation, GDP growth and the policy challenge facing central banks, as near-term investment demand adds price pressure while longer-term productivity gains could prove disinflationary.
A construction worker works on the wooden frame of a house under a blue sky.

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

Four people sit behind a desk, with three on the right turning to look at the person on the left. The CIBC logo is on the wall behind them.
An Inclusive Society

The not-for-profit sector is a major contributor to the Canadian economy – it provides everything from vital social services to arts festivals, literacy programs and sports clubs. The sector can benefit greatly from the blended finance ecosystem, which combines capital from a variety of sources – public, private, philanthropic – to fund programming for social and environmental good. Recently, Kyle McLean, Market Vice-President in the Public Sector and Not for Profit Group at CIBC, sat down with industry experts to discuss what blended finance means for them and why it’s so important for the not-for-profit sector.

Four men and one woman sit behind a desk that has a grey top and red bottom with a CIBC logo in front.
Drivers of Growth

Mid-year Commercial Markets update

Canadian businesses continue to demonstrate resilience, adaptability, and momentum despite ongoing trade uncertainty. As we move into the second half of the year, senior Commercial Banking leaders discuss how clients are finding opportunities, building on their strengths, and positioning for growth, and how we can help them succeed in an evolving landscape.
Two men, one wearing a blue blazer over a light blue shirt and the other wearing a black t-shirt and black jeans, sit in armchairs facing each other.
The Innovation Economy

The Xanadu story: From startup to quantum powerhouse

Canada is a world leader in quantum computing, an emerging technology with the potential to redefine industries and unlock new possibilities across the global economy. CIBC's Colin Ryan sits down with Christian Weedbrook, CEO and Founder of Xanadu Quantum Technologies, to discuss the company's journey, the investment landscape, and what lies ahead on the road to utility-scale quantum computing.

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.

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

Have questions or feedback?

Contact our Thought Leadership team—we value your insights!

Contact us