Jeff Lam, CIBC Private Wealth Management Wood Gundy Portfolio Manager

05/31/2026

This week in The Week Ahead, Avery Shenfeld highlights how, despite other priorities occupying the President, trade policy remains a key focus. The stalled momentum on Canada-US trade developments and the likely delay of the USMCA reviews Canada’s continued vulnerability to US tariffs and shifting trade strategies.

05/24/2026

This week in The Week Ahead, Avery Shenfeld highlights how US deficits and global tensions are keeping long-term Treasury yields high. Even if rates fall briefly, lasting challenges mean higher borrowing costs could continue to impact housing and economic growth.

05/17/2026

This week in The Week Ahead, Avery Shenfeld explores the growing concerns about the long-term impacts of AI and technology on the US and Canadian economies, and what it means for workers, shareholders and market trends.

05/10/2026

In this week’s The Week Ahead, Avery Shenfeld highlights Kevin Warsh likely becoming the next Fed chair.

Although Warsh has some unusual ideas and a mixed history at the Fed, he probably won’t make big changes right away, since he’ll need to prove his independence and rely on the Fed’s experienced staff.

05/03/2026

In this week’s The Week Ahead, Avery Shenfeld highlights how ongoing tensions in the Persian Gulf are fueling higher oil prices, creating both opportunities and challenges.

Elevated prices are bolstering North American producers and Alberta’s fiscal position, yet persistent energy shocks threaten to disrupt central bank strategies, potentially postponing rate cuts or leading to further increases.

04/26/2026

In this week’s The Week Ahead, Avery Shenfeld suggests that inflation risks remain contained and interest rates are likely to stay on hold through 2026.

04/19/2026

In this week's The Week Ahead, Avery Shenfeld explores how shifting inflation expectations and the aftermath of the Iran conflict are shaping market outlooks and central bank policy in Canada and beyond.

04/12/2026

In this week’s The Week Ahead, Benjamin Tal discusses how the ongoing oil shock and the efficiency paradox are shaping the economic outlook for Canada and the U.S., cautioning that energy efficiency gains alone may not shield us from the current challenges.

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04/05/2026

In this week’s The Week Ahead, Avery Shenfeld notes that President Trump is seeking a faster exit from the conflict, as the U.S. is now a net oil exporter.

Still, Americans face higher fuel prices due to global markets, and most households don’t benefit equally from increased energy revenues.

03/29/2026

In this week’s The Week Ahead, Avery Shenfeld highlights that affordability is top of mind for Americans, as rising fuel and food costs make it harder for families to feel secure, even with wage growth.

Many still feel squeezed in ways official numbers don’t capture, with everyday expenses outpacing paycheques for many households and shaping the political climate ahead of the midterms.