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Macroeconomic thoughts and analysis from CIBC’s award winning team of strategists along with implications for currencies, fixed income, and other asset classes.

  1. 02/05/2024

    Talking Intervention

    Bipan Rai is joined by CIBC Capital Markets’ Tushar Arora, Executive Director & Head of Institutional Cross-Asset Structuring, to discuss the recent intervention in JPY, economic/monetary policy divergence, and suitable diversifiers for risk in the FX space.

    20 min

  2. 25/03/2024

    How sensitive are CAD households to higher interest rates?

    The rise in insolvencies and mortgage delinquencies in Canada. CIBC Capital Markets’ Deputy Chief Economist, Benjamin Tal, joins Bipan Rai to discuss the risks to Canadian household consumer and mortgage credit, given the rate hikes from the Bank of Canada.

    22 min

  3. 14/03/2024

    We didn’t start the (CPI) fire…

    CIBC Economist Ali Jaffery joins Bipan Rai to discuss the recent developments in the US – including the February CPI print and what the path to a slower US economy looks like.

    24 min

  4. 19/01/2024

    Making sense of the US economy and the Fed

    Bipan Rai and Ali Jaffery, Executive Director, Economics, dissect recent developments in the US economy, and talk about what to expect from the Fed at the next meeting. Also, Ali makes his Super Bowl pick.

    20 min

  5. 30/11/2023

    RIP to RRP?

    CIBC Capital Markets’ Bipan Rai and Pete Maiorano discuss the Fed’s RRP facility and what to make of the decline of funds parked there since mid-year.

    16 min

  6. 28/09/2023

    The Fed, UAW Strike and More

    CIBC Capital Markets’ Economist Ali Jaffery joins Bipan Rai to discuss all things US – including the latest FOMC decision, the UAW strike, and what it means for the US economy.

    17 min

  7. 01/09/2023

    NPRs and the housing market

    Bipan Rai and Benjamin Tal talk about the Canadian economy, the domestic housing market and why the number of non-permanent residents (“NPRs”) in Canada is actually higher than what’s reported officially. Please note that this podcast was recorded before the announcement from Statistics Canada that it will revise its methodology for estimating the number of NPRs in the economy.

    21 min

  8. 26/05/2023

    The dynamics of the debt ceiling

    Bipan Rai is joined by Peter Maiorano to hash out what could happen in the short-rates and FX markets amidst the ongoing debt ceiling concerns.

    20 min
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Macroeconomic thoughts and analysis from CIBC’s award winning team of strategists along with implications for currencies, fixed income, and other asset classes.

Información

  • Creador
    CIBC
  • Años de actividad
    2021 - 2024
  • Episodios
    29
  • Clasificación
    Apto
  • Copyright
    © 2021 FX Factor
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