Insights

Beatriz Molero Sanchez of SeeO2 Energy joins Lisa Raitt, Vice-Chair, CIBC Capital Markets, for a multi-part series profiling female entrepreneurs enabling Canada’s energy transition. They discuss carbon capture utilization and storage (‘CCUS’) technology that breaks down CO2 emissions into clean fuels, how this can be used for generating power or heat, and the benefits for high-emitting industries.

CIBC Capital Markets’ Roman Dubczak, Deputy Chair, hosts a discussion on developing opportunities for Indigenous communities to participate more fully in Canada's economic advancement with Jean Paul (JP) Gladu, Founder & Principal of Mokwateh.

The big news in Canada is the unexpected heat in the latest batch of CPI numbers. The reacceleration of Canadian prices may see the Bank of Canada respond with an interest rate hike later this summer. In this episode of Curve Your Enthusiasm, Ian is joined by Jonathan Guilford, and the duo begin the episode by taking stock of what happened over the past week. John opines on the ‘why’ and the ‘how’, while Ian discusses the risks surrounding ongoing repricing to continue. Ian discusses how a single hike from the BoC will not prevent a bond market rally later in the year, while John discusses why the curve is most likely to steepen after the summer. The duo end the episode discussing their favorite trades, and why Jonathan sees continued weakness in the 5yr sector of the curve regardless if the BoC hikes or not.

The hyper focus on every twitch in the CPI these days extends well beyond the handful of time series we used to look at.

Into the start: Positive vibes emanating out of the debt ceiling talks after yesterday’s tête-à-tête.

The tick, tick clock that’s counting down to America’s debt ceiling deadline is growing louder day by day, and markets just want a deal, any deal, that avoids a government shutdown or an outright default.

There’s a double squeeze play underway across the US, one involving selected regional banks, with a spillover into a troubled market for office real estate.

Although it’s still an open issue, the Fed seems ready to put away its rate hiking pen, if not as decisively as financial markets seem to assume.

Ling Bai of VL Energy joins Lisa Raitt, Vice Chair, CIBC Capital Markets, for a multi-part series profiling female entrepreneurs enabling Canada’s energy transition. They discuss the next level of artificial intelligence (AI)-powered Predictive Emissions Monitoring Systems (PEMS) and how this helps companies to achieve cost efficiency, regulatory compliance, and sustainability.

Today’s labour market data put the kibosh on any near-term rate cuts in the US and Canada.