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CIBC Perspectives - Mid-year Update: Economics & Rates Strategy episode artwork

EPISODE · May 29, 2026 · 18 MIN

CIBC Perspectives - Mid-year Update: Economics & Rates Strategy

from CIBC Perspectives · host Brad Black, Avery Shenfeld, Ian Pollick

CIBC Capital Markets’ Managing Director and Head of Global Distribution, Brad Black, leads a semi-annual discussion with Chief Economist, Avery Shenfeld, and Head of FICC Strategy, Ian Pollick, on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year, including central bank policy, the question of the AI Capex spending boom, and evolving market dynamics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

CIBC Capital Markets’ Managing Director and Head of Global Distribution, Brad Black, leads a semi-annual discussion with Chief Economist, Avery Shenfeld, and Head of FICC Strategy, Ian Pollick, on key trends and challenges in the macro environment as we head into the second half of 2026. The panel highlights ongoing geopolitical issues, relative economic performance in Canada and the US, and shares insights on opportunities and risks for the balance of the year, including central bank policy, the question of the AI Capex spending boom, and evolving market dynamics.

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CIBC Perspectives - Mid-year Update: Economics & Rates Strategy

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Frequently Asked Questions

How long is this episode of CIBC Perspectives?

This episode is 18 minutes long.

When was this CIBC Perspectives episode published?

This episode was published on May 29, 2026.

What is this episode about?

CIBC Capital Markets’ Managing Director and Head of Global Distribution, Brad Black, leads a semi-annual discussion with Chief Economist, Avery Shenfeld, and Head of FICC Strategy, Ian Pollick, on key trends and challenges in the macro environment...

Can I download this CIBC Perspectives episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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