The Tom Hunter Group- CIBC Private Wealth

11/01/2026

In this week’s Week Ahead, Avery Shenfeld points to an unusually information-rich stretch for markets and central banks, with the U.S. election, Middle East developments, and Canada-U.S. trade risks all set to shape the rate outlook.

He notes that the path for both the Fed and the Bank of Canada could shift quickly depending on whether geopolitical tensions push energy prices higher or diplomatic progress eases inflation pressures.

10/30/2026

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy?

In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week. If you’d like to discuss this commentary or have questions about your investment portfolio, please get in touch with me anytime.

Economic data It was the best of times, it was the worst of times—but above all, it was a week that tested investors conviction in the AI trade. Amid a broadly constructive earnings season, a handful of high-profile earnings misses in the technology sector left risk assets battered but unbowed.

10/25/2026

In this week’s Week Ahead, Avery Shenfeld looks at the unusual policy split taking shape, with markets expecting the Fed to pause while the Bank of Canada leans toward another hike.

He argues that U.S. inflation may still warrant tighter policy, while in Canada, softer core inflation and growing economic uncertainty suggest there may be more value in waiting.

10/23/2026

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy?

In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week. If you’d like to discuss this commentary or have questions about your investment portfolio, please get in touch with me anytime.

Economic data Risk aversion returned to financial markets this week as investors reassessed elevated equity valuations, the outlook for corporate earnings, and the growing economic implications of geopolitical tensions. Technology stocks led the decline, while government bonds benefited from renewed

10/18/2026

In this week’s Week Ahead, Avery Shenfeld explores the recent slide in the Canadian dollar and the challenge it poses for the Bank of Canada. While a weaker loonie can lift inflation and support export growth, he notes that the bigger issue is the widening gap between a U.S. economy buoyed by AI-driven investment and a Canadian economy that may be less able to absorb higher interest rates.

10/16/2026

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy?

In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week. If you’d like to discuss this commentary or have questions about your investment portfolio, please get in touch with me anytime.

Economic data Bond market volatility continued this week as investors and traders grappled with sharp swings in government bond yields. This reflected, in part, the tension between a series of firm inflation readings and elevated growth uncertainty.

10/11/2026

In this week’s Week Ahead, Avery Shenfeld looks at how polls and surveys can sometimes give a misleading read on the economy.

He argues that unweighted consumer and business sentiment measures may miss where spending power is concentrated or where sector-specific stress is most severe, a risk that matters as the Bank of Canada weighs mixed signals ahead of its next rate decision.

10/09/2026

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy?

In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week. If you’d like to discuss this commentary or have questions about your investment portfolio, please get in touch with me anytime.

Economic data After a brief appearance during the “transitory” inflation spike of 2022, bond vigilantes have once again emerged from the shadows and are striking fear in the hearts of central bankers and governments alike. As with any sequel, the stakes are higher this time: the story is no long...

10/04/2026

In this week’s Week Ahead, Avery Shenfeld explores the widening gap between surging U.S. corporate earnings and far more subdued economic growth. He argues that a rising share of income flowing to profits, combined with AI-driven spending and a diminished labour share, is boosting earnings today, but could eventually weaken the household demand needed to sustain broader economic growth.

10/03/2026

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy?

In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week.

If you’d like to discuss this commentary or have questions about your investment portfolio, please get in touch with your advisor or contact us to find an advisor in your area.

https://bit.ly/4diH8b2

Did you know economic and market performance can impact all aspects of your wealth plan from cash flow management to your investment strategy? In the latest Weekly Market Roundup, our partners at CIBC Global Asset Management discuss recent economic data and how the markets reacted this week. If you....