Eyes on the Economy

Hosted by CIBC

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Latest episode

May 2026

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About the show

A podcast series focused on examining the key drivers of the Canadian and US economies, including the global macroeconomic influences that impact them.

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37 recent

May 26, 202610 min

Inflation Fears: Bank of Canada vs. the Fed

CIBC Senior Economist, Katherine Judge, hosts a discussion with Chief Economist, Avery Shenfeld, as he compares inflation risks in Canada and the US, assesses the impact of higher oil prices, and discusses what it could all mean for interest rates in 2026 and beyond. This episode was recorded on Monday, May 25, 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

April 30, 202615 min

Navigating economic shifts: Canadian fiscal update and central bank decisions

Senior Economist, Katherine Judge, hosts a discussion with Chief Economist, Avery Shenfeld, to break down the economic and market implications of the Canadian fiscal update and the latest interest rate announcements from the US Fed and the Bank of Canada, in the context of rising energy prices. This episode was recorded on Wednesday, April 29, 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

April 16, 202613 min

Oil shocks and the economy: The base case and other scenarios

CIBC Senior Economist, Andrew Grantham, interviews Chief Economist, Avery Shenfeld, to break down the ramifications of the Iran conflict on global oil prices, explore the intersection of energy markets and American politics, and discuss the expected trajectory for inflation and monetary policy in the U.S. and Canada as oil prices seek a new normal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

March 3, 202614 min

Economic implications of the war in Iran: Impressions in the early days

CIBC’s Senior Economist, Katherine Judge, interviews Chief Economist, Avery Shenfeld about the implications of the US-Israel and Iran war for the North American economy and financial markets. They explore how global markets—especially oil—are reacting to the conflict, what investors are pricing in, and the potential impact on North America’s economy, inflation, and monetary policy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

February 4, 202612 min

The state of fiscal policy and manufacturing in Canada

CIBC Economists Ali Jaffery and Katherine Judge break down how federal and provincial budgets are shaping growth, based on a new measure of the fiscal impulse in Canada, and how manufacturing in Canada compares with the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

January 13, 202612 min

Monetary moves: Decoding BoC and Fed strategies in today’s environment

CIBC's Senior Economist, Ali Jaffery, interviews Chief Economist, Avery Shenfeld, about his outlook for the Bank of Canada and the Federal Reserve. They examine the latest economic data, explore historical policy precedents, and consider how current political developments—including trade negotiations and U.S. Fed leadership changes—may influence central bank decisions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

December 12, 202512 min

Canada’s 2026 Outlook: Inflation, Bank of Canada policy, and Housing

CIBC’s Chief Economist, Avery Shenfeld, reviews evidence on why neither cost-push inflation nor diminishing economic slack are likely to pressure the Bank of Canada into a rate hike in the coming year, and is joined by Deputy Chief Economist, Benjamin Tal, to discuss a transition year ahead for the housing market and how “doubling up” trends will affect it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 12, 202516 min

Household credit shifts & tariff turns: What's next for Canada?

CIBC's Chief Economist, Avery Shenfeld, and Deputy Chief Economist, Benjamin Tal, discuss the latest trends in Canadian household credit, including rising policy rates and early signs of credit risk. They also break down the U.S. Supreme Court case on tariffs and what its outcome could mean for Canada’s trade future. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 28, 202514 min

Canada’s student immigration surge: Neither a blessing, nor a curse

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 2, 202519 min

Navigating Uncertainty: Inflation, Interest Rates, and Growth Challenges in Canada

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.