This way to the exit: The economic impact of US immigration policy

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

The upcoming session witnesses limited data or event risk, albeit we note that we can expect more Fed policy debate given that three more FOMC speakers are slated.

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.

Tariff updates for discussions with Mexico and Canada; tariff court challenge continues ..

After three major central bank announcements, all remained on hold as expected, we are back to data watching, today comes via the Fed’s preferred inflation metric (core PCE) while tomorrow witnesses the first of two NFP reports prior to the next FOMC.