Image

Economic and Rates Strategy – Mid-year Update

CIBC Perspectives

Economic and Rates Strategy – Mid-year Update

CIBC’s Brad Black leads a semi-annual discussion with Avery Shenfeld and Ian Pollick on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year, including central bank policy, the question of the AI Capex spending boom, and evolving market dynamics.

Running time: 18 minutes, 27 seconds

Host

Brad Black, Managing Director and Head, Global Distribution, CIBC Capital Markets

With:

Avery Shenfeld, Managing Director and Chief Economist, CIBC

Ian Pollick, Managing Director and Head, Fixed Income, Currency and Commodities Strategy, CIBC Capital Markets

Related Insights

Your feedback matters to us!

Please fill out the form below to share your feedback to the CIBC Capital Markets Insights team.
If you would like to provide further details, please feel free to contact us.