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

Economic implications of the war in Iran: Impressions in the early days

CIBC’s Senior Economist, Katherine Judge, interviews Chief Economist, Avery Shenfeld about the implications of the US-Israel and Iran war for the North American economy and financial markets. They explore how global markets—especially oil—are reacting to the conflict, what investors are pricing in, and the potential impact on North America’s economy, inflation, and monetary policy.

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Eyes on the Economy

The state of fiscal policy and manufacturing in Canada

CIBC Economists Ali Jaffery and Katherine Judge break down how federal and provincial budgets are shaping growth, based on a new measure of the fiscal impulse in Canada, and how manufacturing in Canada compares with the U.S.

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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.

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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.

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Eyes on the Economy Series