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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.
29 Episodes
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan Rai and Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, discuss the current state of affairs in the banking system and what it means for Fed and Bank of Canada policy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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CIBC’s Peter Maiorano joins the podcast to talk about why take-up of the Fed’s overnight RRP facility remains so high and what to expect in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan is joined by UK-based FX Strategist Jeremy Stretch to discuss the UK budget, the gilts market and why the GBP collapsed over the past few days. Also, what can we expect from the Bank of England/UK Treasury going forward. Please note that this was recorded before the BoE announcement to buy long-end gilts on September 28. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan is joined by CIBC Deputy Chief Economist Benjamin Tal to discuss the macro picture for the US and Canada – including the path for inflation going forward, what this means for rates/FX as well as the housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan is joined by Karl Wildi to discuss Canadian interest rate benchmark reform and the transition from CDOR to CORRA in the coming years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan and Ian Pollick, Global Head of FICC Strategy, talk rates – including why yield curves are inverting and whether this is a reliable signal for assets in general. Also covered are expectations for the Bank of Canada and the Federal Reserve and what this means for FX markets going forward. Ian also goes over why we shouldn’t expect a ‘soft landing’ at the end of this cycle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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CIBC’s Bipan Rai walks through the sanctions on the Central Bank of Russia and financial institutions in Russia and what they mean for the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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From Hong Kong, CIBC’s Patrick Bennett joins to discuss all things China. Is the economy entering a slowdown? Is the real estate sector there in deep trouble? What are the tools that the authorities using to provide liquidity? What’s next for US/China relations? (also…will Bipan stop asking rhetorical questions?) Find out in the podcast! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan is joined by Shaun Sherman (Head of Commodity Fundamentals at CIBC) to discuss the recent moves in energy prices, including what’s in store for the OPEC+ deal, Iran talks as well as the Russia/Ukraine issue. Shaun also provides an update over how high oil and natural gas prices may climb. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Bipan is joined by CIBC Deputy Chief Economist Benjamin Tal for a discussion on the Canadian housing market and where things are headed in the coming years. We learn why this market isn’t in ‘bubble’ territory and what the implications for projected Bank of Canada rate hikes could mean. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Back by popular demand, the FX Factor podcast returns with Bipan and Ian discussing important macro themes. This includes the rise in global inflation, how the front-end of rates markets are currently priced, why sovereign rate curves have been flattening alongside what this all means for the currency markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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