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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

Planning for a transition – be it growth, succession or a sale – is an important part of being a business owner. As Paul Sawaya, Vice-President and Region Head, Quebec, and Iain Gallagher, Managing Director, Mid-Market Investment Banking, write: having a roadmap sets up a business for success no matter what form that transition ultimately takes.

A man with a white beard, blue shirt and blazer and dark pants holds a laptop as he walks next to a young woman in a grey jacket, white shirt and dark pants. They are both wearing white hardhats.
Drivers of Growth

Taking the next step: Preparing a business for growth, succession or sale

Planning for a transition – be it growth, succession or a sale – is an important part of being a business owner. As Paul Sawaya, Vice-President and Region Head, Quebec, and Iain Gallagher, Managing Director, Mid-Market Investment Banking, write: having a roadmap sets up a business for success no matter what form that transition ultimately takes.

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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
Read transcript
The Raitt Stuff

‘Everything Everywhere All at Once’: Geopolitics in 2026

The Hon. Lisa Raitt is joined by CIBC’s Amber Batool, a former senior bureaucrat in the UK, to take a look at the key issues facing Canada, the UK and Europe in 2026. They also discuss the impact of the US administration on trade and defence policies across these regions.

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

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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.

CIBC Economics

76.4%

Our latest In Focus report examines Canadian women’s position in the labour market relative to other countries.

Is the labour market working for women?
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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