Insights

Nat Bullard of Business Climate and former Chief Content Officer at BloombergNEF, joins Tom Heintzman, Vice-Chair, Energy Transition and Sustainability, to discuss the latest global trends driving the energy transition, and the progression and trajectory of electrification.

The greenback starts the session slightly weaker with the biggest beneficiary being the Swiss (USD/CHF -0.85% now at 0.8165) and the Euro (EUR/USD +0.78% now at 1.1371).

Minister of Finance announces new measures to support Canadian businesses; Ontario throne speech focuses on tariff threat.

Markets are relatively calm into the upcoming session with very little event risk on the horizon (at least foreseeable event risk).

Are the official population growth forecasts too low? CIBC Deputy Economist, Benjamin Tal, shares his analysis.

Election watch - week 3 wrap up and review of each party's campaign

CIBC experts and other industry leading executives discuss the 2025 trends in real estate property market

The astronomical tariffs that the US put into effect presented a clear and present danger of a global recession, so most investors saw plenty of reason for Canada’s central bank to provide further rate relief. But then those same investors decided that Trump’s decision to “pause” those tariffs at 10% will bring a matching pause in rate cuts from the Bank of Canada. Chief Economist, Avery Shenfeld, provides a deeper analysis of this and outlook for the Canadian and US markets in the Week Ahead report below.  

Ian is joined by Jeremy Saunders this week, and the co-hosts begin the show discussing the manic week that was. There was not a lot of visibility to the moves in bond and equity markets over the prior few sessions, and Jeremy discusses his view on what was real and what was myth. Ian spends some time talking about the lack of evidence to support a few of the theories that markets are thinking about. The duo spend time talking about the level of interest rates going forward, disagreeing on the most likely direction of longer-term interest rates over the coming weeks. Ian provides his view on what the Bank of Canada is likely to do at their meeting next week, while Jeremy gives an update on his Fed views. The show completes with Ian and Jeremy discussing their favourite expressions of macro themes in the bond market.

Derek Nighbor, President and CEO, Forest Products Association of Canada, talks to the Hon. Lisa Raitt about the impact of US tariffs on the forestry industry, dealing with climate change and why a new Canadian government should prioritize supporting the industry in these uncertain economic times.