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Our top-ranked economists, strategists and analysts share leading perspectives on the most significant events, themes and trends shaping the markets today.

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Capital Markets

CIBC Agriculture Market Monitor – July 2026

At CIBC, we have proudly served the agriculture sector for over 125 years. Our team takes great pride in our breadth of coverage and depth of expertise in the sector, offering a comprehensive suite of services to support businesses globally, including advising on mergers and acquisitions, helping companies raise capital through debt and equity financing, providing customized lending solutions, and offering risk management strategies such as hedging to help mitigate market volatility.

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The fog of non-war

Capital Markets

CIBC Agriculture Market Monitor – July 2026

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CIBC Perspectives

The Gradient Ascent Part 1 – The Future of Canadian Startups: AI, Capital, and Brain Drain

CIBC’s Paul McKinlay and Daniel Lee sit down with George Babu and Gideon Hayden to explore what it takes to build enduring AI companies today — from cheaper experimentation and distributed teams to smarter go-to-market strategies. They also dig into a bigger question for Canada’s tech ecosystem: how do we keep top founders building at home when talent, capital and ambition move globally?

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The Sustainability Agenda

Demand response and the new economics of grid flexibility

Paul Grod of Rodan Energy joins host, Tom Heintzman, to explore the role of demand response in managing decentralized power, including how commercial battery energy storage systems participate in electricity markets, and the benefits of connecting, dispatching, and coordinating distributed energy assets into a fully managed virtual power plant.
Curve Your Enthusiasm

A good ol’ family fight

Ian is joined by Jeremy Saunders and Brenden Donaher to discuss the key rates themes ahead of the FOMC meeting, including the case for a hike versus waiting until September. They discuss the Bank of Canada, why a quiet policy outlook makes trading the distribution of hikes one of the few real opportunities, and Ian’s view that structural and cyclical forces on duration are currently roughly balanced.

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