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

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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

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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

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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

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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

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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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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 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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