KPMG Any Given Quarter

Ali Jaffery sits down with Benjamin Tal, CIBC Deputy Chief Economist to unpack the great population reset underway in Canada. From immigration targets and housing demand to the future of the condo market and the outlook for economic growth, Benjamin explains why the next few years could look very different from the last few. Plus, why he believes the housing market is changing for good, what's replacing the investor-driven condo boom, and a few thoughts on Kawhi Leonard's return to Toronto.

French translation available here.

Ali Jaffery sits down with Paul Beaudry, Professor, The Vancouver School of Economics, UBC, to discuss the forces shaping Canada’s economic outlook. From a more hawkish Bank of Canada to escalating trade tensions and tariffs, they unpack the trade-offs facing policymakers, businesses and households. Plus, they examine fiscal policy and what global markets may be signaling about what comes next.

French transcript available here. 

The U.S. economy continues to defy expectations, but for how long? In this episode, KPMG Canada's Chief Economist and Partner, Ali Jaffery, sits down with Diane Swonk, Chief Economist at KPMG US, to discuss the forces shaping the U.S. outlook, from AI-driven growth and persistent inflation to Federal Reserve policy and the future of CUSMA. Together, they explore why today's economy is being shaped by shock after shock, and what businesses and investors should be watching next. 

French transcript available here. 

Where does Canada go from here? From tariff timelines and geopolitical tensions to business investment decisions and the possible endgame for the negotiations.

KPMG Canada’s Chief Economist Ali Jaffery, is joined by two KPMG colleagues, Joy Nott, Partner, Trade & Customs, and Lachlan Wolfers, National Leader, KPMG Law, exploring the future of CUSMA, Canada’s negotiating strategy, and the forces shaping the next chapter of Canada and USA trade relations. 

French transcript available here. 

Canada's economy is holding steady, but for how long? In this kickoff episode, KPMG Canada's Chief Economist and Partner, Ali Jaffery, sits down with former Bank of Canada Deputy Governor, Rhys Mendes, to discuss inflation, interest rates, labour markets, U.S. policy risks, CUSMA uncertainty, and Canada's growth agenda. Drawing on more than 20 years at the Bank of Canada, Rhys offers an insider's perspective on the challenges facing policymakers and why patience may be the winning strategy for now.

French transcript available here.

KPMG Any Given Quarter is a podcast hosted by Ali Jaffery, Partner and Chief Economist at KPMG Canada. Each episode explores the economic forces shaping business today, offering timely analysis, market insights, and practical perspectives to help leaders navigate uncertainty and prepare for what’s next.

French transcript available here.