CIBC Podcast Series cover graphic of globe and market data for Eyes on the Economy

Eyes on the Economy

Eyes on the EconomyEpisode 31
12 min

Canada’s 2026 Outlook: Inflation, Bank of Canada policy, and Housing

CIBC’s Chief Economist, Avery Shenfeld, reviews evidence on why neither cost-push inflation nor diminishing economic slack are likely to pressure the Bank of Canada into a rate hike in the coming year, and is joined by Deputy Chief Economist, Benjamin Tal, to discuss a transition year ahead for the housing market and how “doubling up” trends will affect it.

Avery ShenfeldBenjamin Tal
Featured in this episode:

Avery Shenfeld, Benjamin Tal

Eyes on the EconomyEpisode 28
19 min

Navigating Uncertainty: Inflation, Interest Rates, and Growth Challenges in Canada

Avery Shenfeld, Chief Economist at CIBC, and Lawrence Schembri, former Deputy Governor of the Bank of Canada, discuss the outlook of the Canadian economy and challenges in measuring inflation, US monetary policy, and Fed independence. They also explore recent trends in economic growth and Indigenous participation in major projects.

Avery ShenfeldLawrence Schembri
Featured in this episode:

Avery Shenfeld, Lawrence Schembri

Eyes on the EconomyEpisode 27
11 min

Unlocking the Housing Puzzle: Immigration, Rentals, and the Affordability Crisis

Benjamin Tal, CIBC's Deputy Chief Economist, and Katherine Judge, CIBC Senior Economist, discuss the evolving landscape of Canadian immigration policy, its impact on the housing market, and the critical role of purpose-built rentals in addressing affordability. Drawing on recent research and government initiatives, they explore how shifts in immigration trends are shaping economic productivity, the regional variations in housing market performance and how government initiatives are shaping both immediate and future responses to Canada’s affordability crisis.

Katherine JudgeBenjamin Tal
Featured in this episode:

Katherine Judge, Benjamin Tal