FX Factor

Bipan is joined by UK-based FX Strategist Jeremy Stretch to discuss the UK budget, the gilts market and why the GBP collapsed over the past few days. Also, what can we expect from the Bank of England/UK Treasury going forward. Please note that this was recorded before the BoE announcement to buy long-end gilts on September 28. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Bipan is joined by CIBC Deputy Chief Economist Benjamin Tal to discuss the macro picture for the US and Canada – including the path for inflation going forward, what this means for rates/FX as well as the housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Bipan is joined by Karl Wildi to discuss Canadian interest rate benchmark reform and the transition from CDOR to CORRA in the coming years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Bipan and Ian Pollick, Global Head of FICC Strategy, talk rates – including why yield curves are inverting and whether this is a reliable signal for assets in general. Also covered are expectations for the Bank of Canada and the Federal Reserve and what this means for FX markets going forward. Ian also goes over why we shouldn’t expect a ‘soft landing’ at the end of this cycle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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CIBC’s Bipan Rai walks through the sanctions on the Central Bank of Russia and financial institutions in Russia and what they mean for the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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From Hong Kong, CIBC’s Patrick Bennett joins to discuss all things China. Is the economy entering a slowdown? Is the real estate sector there in deep trouble? What are the tools that the authorities using to provide liquidity? What’s next for US/China relations? (also…will Bipan stop asking rhetorical questions?) Find out in the podcast! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Bipan is joined by Shaun Sherman (Head of Commodity Fundamentals at CIBC) to discuss the recent moves in energy prices, including what’s in store for the OPEC+ deal, Iran talks as well as the Russia/Ukraine issue. Shaun also provides an update over how high oil and natural gas prices may climb. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Bipan is joined by CIBC Deputy Chief Economist Benjamin Tal for a discussion on the Canadian housing market and where things are headed in the coming years. We learn why this market isn’t in ‘bubble’ territory and what the implications for projected Bank of Canada rate hikes could mean. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Back by popular demand, the FX Factor podcast returns with Bipan and Ian discussing important macro themes. This includes the rise in global inflation, how the front-end of rates markets are currently priced, why sovereign rate curves have been flattening alongside what this all means for the currency markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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