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Eyes on the Economy

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

CIBC’s Avery Shenfeld sits down with Andrew Grantham to examine the forces that have kept consumer spending softer than hoped until recently, and why the outlook heading into 2027 may be encouraging.

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.
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.
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Eyes on the Economy Series