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.

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.

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.

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.

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 labor market and the economy.

CIBC senior economists Katherine Judge and Ali Jaffery provide an update on our US and Canadian economic outlooks and discuss risks around the forecast.

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.

On Friday, May 9th, CIBC’s Chief Economist Avery Shenfeld, was joined by Nobel Prize Winning Economist and former NY Times Columnist Paul Krugman to discuss the US budget process, the outlook for the US trade policy, and some of the implications for Canada.

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.

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.

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.

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.

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.

CIBC Senior Economist Katherine Judge interviews Chief Economist Avery Shenfeld about his take on Trump’s nominees, and what signals can be gleaned about the risk to the bond market from rising deficits, and the risks to inflation and trade from tariffs.

CIBC Chief Economist Avery Shenfeld chats with Ali Jaffery, CIBC Senior Economist about how to read the tea leaves in this easing cycle. Those tea leaves point to the Bank of Canada taking another big step in December, enroute to a bit below neutral next year. For more information, check out the In Focus report here: https://economics.cibccm.com/cds?ID=c9e80163-55bb-469f-8b0a-c7f0877374de&TYPE=E

Benjamin Tal, CIBC’s Deputy Chief Economist, joins Ali Jaffery, Senior Economist to talk through their latest note dissecting the US labor market. Motivated by a desire to preserve margin gains, businesses are adding less labor with job growth trending down and a worrisome pattern of revisions making it difficult to make a real-time read on the job market.

CIBC Chief Economist Avery Shenfeld is joined by Dr. Richard Clarida, Managing Director & Global Economic Advisor, PIMCO, who shares his perspectives on the US outlook, the direction for the Fed, and the implications for markets.

Avery Shenfeld, CIBC's Chief Economist, joins Ali Jaffery, Senior Economist, to discuss the US federal election and the future directions of trade policy under a Trump or Harris presidency, and what this would mean for the US and Canada.

Avery Shenfeld, CIBC's Chief Economist, joins Ali Jaffery, Senior Economist, to discuss the labour dispute in Canada’s rail sector, what commodity prices are telling us about the global economy, and the future direction of monetary policy after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole.

Avery Shenfeld, CIBC’s Chief Economist, joins colleague Andrew Grantham, Senior Economist, to discuss the slowing in the US economy and emerging recession fears, and shares their interest rate forecast changes for both Canada and the US.