Eyes on the Economy

CIBC economists examine the key drivers of the Canadian and US economies, including the global macroeconomic influences that impact them.

CIBC Thought Leadership

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.

Play podcast

Eyes on the Economy

Mind the gap: How much has Canada’s lagging productivity hit living standards?

CIBC Chief Economist, Avery Shenfeld, joins Helen Lao to examine how Canada’s lagging productivity growth impacts living standards and spending power compared to the US. They discuss why recent slippage in productivity, incomes and financial wealth leaves Canada with a challenge that needs attention.

Play podcast

Eyes on the Economy

Inflation fears: Bank of Canada vs. the Fed

CIBC Senior Economist, Katherine Judge, hosts a discussion with Chief Economist, Avery Shenfeld, as he compares inflation risks in Canada and the US, assesses the impact of higher oil prices, and discusses what it could all mean for interest rates in 2026 and beyond.

Play podcast

Eyes on the Economy

Navigating economic shifts: Canadian fiscal update and central bank decisions

Senior Economist, Katherine Judge, hosts a discussion with Chief Economist, Avery Shenfeld, to break down the economic and market implications of the Canadian fiscal update and the latest interest rate announcements from the US Fed and the Bank of Canada, in the context of rising energy prices.

Play podcast

For the full catalog, visit

Eyes on the Economy Series