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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20:19
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20:19
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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22:06
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22:06
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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23:45
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23:45
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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19:47
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19:47
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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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.