Eyes on the Economy

Ali Jaffery, a senior economist at CIBC, shares his insights into the economic trajectories of the U.S. and Canada. He discusses the implications of recent employment data and the uncertainty created by trade tariffs. The conversation delves into potential recession risks and how the Federal Reserve might adjust interest rates. Jaffery highlights the challenges of growth and productivity caused by tariffs, emphasizing the need for innovation to navigate the evolving economic landscape.

Benjamin Tal, CIBC’s Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, provide insight into the trajectory of defence spending in Canada and the potential boost to economic activity associated with it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld sits down with Paul Krugman, a Nobel Prize-winning economist renowned for his insights in macroeconomics. They dive into the intricate U.S. budget process and its impact on social safety programs. Krugman discusses the complexities of recent trade agreements, especially with the UK, and the challenges Canada faces in its negotiations with the U.S. Additionally, they analyze how tariffs influence inflation and investment uncertainty, alongside the political dynamics shaping bond market volatility. Expect sharp commentary and thought-provoking economic trends!

Avery Shenfeld, CIBC’s Chief Economist, and Andrew Grantham, CIBC Senior Economist, look at why a tariff-driven, broad rebound in the factory share of US employment might not be a worthy policy goal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benjamin Tal, CIBC’s Deputy Chief Economist, joins Katherine Judge, CIBC Senior Economist, to discuss the deteriorating US economic backdrop, the trade landscape, and implications for the Fed and the Bank of Canada. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld, CIBC’s Chief Economist, and Ali Jaffery, CIBC Senior Economist, discuss their recent report on reducing Canadian internal trade barriers, and explain their skepticism on the size of benefits to the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CIBC Senior Economist Ali Jaffery interviews Chief Economist Avery Shenfeld about his latest note on US fiscal policy, discussing the House budget resolution, implications for the Fed, and what this means for the bond market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld, CIBC’s Chief Economist is joined by his colleague, Senior Economist Ali Jaffery, to discuss the threat of tariffs being posed by the United States and the implications for Canadian growth, inflation and interest rates. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Avery Shenfeld discusses the implications of Trump’s economic nominees on federal deficits and bond markets. Concerns about rising deficits are juxtaposed with mixed economic signals affecting treasury yields. The podcast delves into the uncertainty surrounding U.S. trade tariffs and their potential impact on relationships with Canada and other trading partners. Conflicting views within the administration on tariff effectiveness highlight the complex economic landscape. The conversation wraps up with insights into future economic trends.

In this insightful discussion, Ali Jaffery, a Senior Economist at CIBC, shares his expertise on the Bank of Canada's monetary policy. He explains how to interpret the current easing cycle and what it means for interest rates. Jaffery dives into the Bank's inflation risks, highlighting the need for rate relief in an economy grappling with excess supply. He also provides an economic outlook for Canada and the U.S., emphasizing the importance of accurate data for forecasting. Tune in for a deep dive into Canada’s economic future!