Prince Edward Island Budget 2021

Despite talk of recession risks and rapid policy changes, US markets are signaling remarkable confidence - equities are steady, volatility is low, and bond spreads are tight.

Our latest In Focus article, by Avery Shenfeld, Katherine Judge, and Ali Jaffery, examines the economic implications of the US administration’s deportation targets.

While the White House pushes for aggressive rate cuts, US central bankers are signaling a more cautious approach.

With the outsized role that AI firms are playing in both the US equity market and in recent economic growth, Avery Shenfeld shares his perspective on some of the economic risks of its adoption as we move through the investment phase of its development and likely impact on the financial markets.

Is Canada getting off lightly? Many observers have concluded that Canada got off lightly relative to the tariffs imposed by the US on imports from elsewhere, but that view may be overstated and premature.

CIBC Capital Market’s Roman Dubczak hosts a mid-year economic and market outlook discussion with colleagues Benjamin Tal, Ian de Verteuil and Ian Pollick, on navigating today’s complex economic landscape amid tariffs, evolving rate cycles, and ongoing geopolitical and economic volatility.

What’s really happening in Canada’s labour market? CIBC Senior Economist, Andrew Grantham, shares his analysis.