Curve Your Enthusiasm

Well that was anticlimactic


Listen Later

The Bank of Canada (BoC) hiked interest rates for the first time since 2018, and the episode begins with a dissection of the statement. This week, Ian is joined by Andrew Grantham, Senior Economist in CIBC Economics. Once the pair establish what was surprising from the BoC, they spend some time discussing why C$100.0 oil in 2022 has a different impact than C$100.0 oil in 2014. Andrew discusses his upside view on inflation, while also discussing the latest trends in provincial economics. Ian and Andrew spend some time talking about what impacts terminal rates, and ultimately agree to disagree.
...more
View all episodesView all episodes
Download on the App Store

Curve Your EnthusiasmBy CIBC


More shows like Curve Your Enthusiasm

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,177 Listeners

Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

581 Listeners

Odd Lots by Bloomberg

Odd Lots

1,683 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,052 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

787 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,264 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

71 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

99 Listeners

BMO Views from the North by BMO Capital Markets

BMO Views from the North

5 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

15 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

29 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

19 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

21 Listeners

Eyes on the Economy by CIBC

Eyes on the Economy

0 Listeners