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

Eyes on the Economy

Eyes on the EconomyEpisode 34
14 min

Economic implications of the war in Iran: Impressions in the early days

CIBC’s Senior Economist, Katherine Judge, interviews Chief Economist, Avery Shenfeld about the implications of the US-Israel and Iran war for the North American economy and financial markets. They explore how global markets—especially oil—are reacting to the conflict, what investors are pricing in, and the potential impact on North America’s economy, inflation, and monetary policy. This episode was recorded on Monday, March 2nd, 2026.

Katherine JudgeAvery Shenfeld
Featured in this episode:

Katherine Judge, Avery Shenfeld

Eyes on the EconomyEpisode 32
12 min

Monetary moves: Decoding BoC and Fed strategies in today’s environment

CIBC's Senior Economist, Ali Jaffery, interviews Chief Economist, Avery Shenfeld, about his outlook for the Bank of Canada and the Federal Reserve. They examine the latest economic data, explore historical policy precedents, and consider how current political developments—including trade negotiations and U.S. Fed leadership changes—may influence central bank decisions.

Avery ShenfeldAli Jaffery
Featured in this episode:

Avery Shenfeld, Ali Jaffery

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