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

Navigating uncertainty: Inflation, interest rates, and growth challenges in Canada

Avery Shenfeld, Chief Economist at CIBC, and Lawrence Schembri, former Deputy Governor of the Bank of Canada, discuss the outlook of the Canadian economy and challenges in measuring inflation, US monetary policy, and Fed independence. They also explore recent trends in economic growth and Indigenous participation in major projects.

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Eyes on the Economy

Unlocking the housing puzzle: Immigration, rentals, and the affordability crisis

Benjamin Tal, CIBC's Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the evolving landscape of Canadian immigration policy, its impact on the housing market, and the critical role of purpose-built rentals in addressing affordability. Drawing on recent research and government initiatives, they explore how shifts in immigration trends are shaping economic productivity, the regional variations in housing market performance and how government initiatives are shaping both immediate and future responses to Canada’s affordability crisis.

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Eyes on the Economy

The economic impact of U.S. immigration policy

Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on US immigration policy and what this means for population growth, GDP, and fiscal policy, as well as implications for the Fed.

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Eyes on the Economy

The need for rate cuts in Canada and the US, and if so, when?

Avery Shenfeld, CIBC's Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the complexities of interest rate policies and their impact on the Canadian labour market and the economy.

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Eyes on the Economy Series