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Welcome to CIBC Thought Leadership

Explore the latest insights, reports, and timely topics affecting economic growth at home and around the world.
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Drivers of Growth

Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.

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An Inclusive Society

Innovation by necessity: How non-profits can thrive in a new world

The health of Canada’s non-profit sector is critical to both our economic prosperity and the vitality of our communities. As Kyle McLean, Market Vice-President of CIBC’s Public Sector and Not-for-Profit Group writes, in this time of economic uncertainty, non-profits must consider making changes to ensure they can continue to provide vital community services well into the future.
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An Inclusive Society

Indigenous Markets year in review and look-ahead to 2026

There have been many opportunities for growth and development in the Indigenous economy in 2025, including the advancement of Indigenous-led asset management strategies. Jaimie Lickers, Senior Vice-President of Indigenous Markets, tells us what growth we can expect to see in 2026.
Three men wearing dress shirts and suit jackets face a woman with blond hair wearing a black and white jacket, as they all sit behind a desk.
Drivers of Growth

Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.

Eyes on the Economy

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.

Explore our Series

Latest Podcasts

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.

Eyes on the Economy | EP32Monetary moves: Decoding BoC and Fed strategies in today’s environment
Read transcript
Eyes on the Economy

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.
Eyes on the Economy

Household credit shifts & tariff turns: What’s next for Canada?

CIBC's Chief Economist, Avery Shenfeld, and Deputy Chief Economist, Benjamin Tal, discuss the latest trends in Canadian household credit, including rising policy rates and early signs of credit risk. They also break down the U.S. Supreme Court case on tariffs and what its outcome could mean for Canada’s trade future.

The housing crisis is a planning crisis

Read how the lack of a robust population growth forecast framework is partly responsible for the housing supply shortage.

Housing Shortage

5 million

Estimated Canada-wide construction gap by 2030 in units

Population Growth

1.4 million

Gap between real population in 2023 and previous planning forecasts

Latest Videos

Three men wearing dress shirts and suit jackets face a woman with blond hair wearing a black and white jacket, as they all sit behind a desk.
Drivers of Growth

Many businesses have proven to be resilient over the last year despite ongoing trade uncertainty. Earlier this month, some of our Commercial Banking leaders assembled for a panel discussion to offer their insights on how that resilience will evolve and what businesses need to do to be successful in 2026.

A woman with long dark hair, wearing a black blazer over a white shirt, sits at a desk with hands folded.
An Inclusive Society

Indigenous Markets year in review and look-ahead to 2026

There have been many opportunities for growth and development in the Indigenous economy in 2025, including the advancement of Indigenous-led asset management strategies. Jaimie Lickers, Senior Vice-President of Indigenous Markets, tells us what growth we can expect to see in 2026.
A man wearing a dark jacket and light blue shirt sits behind a desk with a white coffee mug in front of him.
The Economic Brief

What trends are we seeing in Canada’s housing market today?

Canada’s housing story is far from one-dimensional, with some areas cooling and others gaining pace. In the latest episode of the Economic Brief, Deputy Chief Economist Benjamin Tal breaks down the dynamics and highlights the strong growth in purpose-built rentals as a key bright spot.

CIBC Economics

76.4%

Our latest In Focus report examines Canadian women’s position in the labour market relative to other countries.

Is the labour market working for women?
CIBC Economics

Bank of Canada interest rate: Not now, maybe later

The Bank of Canada chose not to provide fresh stimulus to the Canadian economy now, keeping the overnight rate steady at 2.75%, but did hint that rate cuts are still possible in the future to help navigate the current period of trade uncertainty.
A man in a blue shirt and glasses carries a young child on his shoulders, as a woman in a dark shirt looks on.

Our commitment to ambitions

CIBC Ambitions Index 2025

In this first edition of our annual index, read about Canadians’ goals and ambitions, the progress they’ve made, and what’s holding them back.

Learn more

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