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

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

Household credit shifts & tariff turns: What’s next for Canada?

CIBC's Chief Economist, Avery Shenfeld, and Deputy Chief Economist, Benjamin Tal, discuss the latest trends in Canadian household credit, including rising policy rates and early signs of credit risk. They also break down the U.S. Supreme Court case on tariffs and what its outcome could mean for Canada’s trade future.

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Eyes on the Economy

Podcast: Canada’s student immigration surge: Neither a blessing, nor a curse

CIBC senior economists Katherine Judge and Ali Jaffery assess the impact of the recent wave of rapid student immigration on the economy and the labor market, and Canada’s economic record over that period. They also consider ideas for where student immigration and population growth could be headed in the future.

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Eyes on the Economy Series