Carrie Chenchen Qi - CIBC Wood Gundy

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Waterloo, ON
Carrie Chenchen Qi - CIBC Wood Gundy

Passionate for financial empowerment and social impact.

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.

10/25/2026

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.

10/18/2026

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.

10/17/2026

There's something I love about a room full of curious investors.

This morning I hosted a seminar on thematic investing at Sole Uptown in Waterloo, the big structural ideas shaping markets, from AI and automation to demographics and the energy transition, and honestly, the questions from the room were the best part. Thoughtful, sharp, and refreshingly honest.

My favourite takeaway to share: themes are exciting, but discipline is what turns a good idea into a good investment. A theme can be right and the timing can still be wrong which is why *how* you own it (and how much of your portfolio it is) matters as much as *what* you own.

Thank you to everyone who braved the cold Saturday morning to come, ask questions, and stay after to keep the conversation going. Those discussions are my favourite part of this work.

Missed it? Send me a message — happy to share the highlights, and there will be a next one.

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.

10/04/2026

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.

09/27/2026

In this week’s Week Ahead, Avery Shenfeld looks at why markets have moved to price in much more rate tightening than central banks themselves have projected. At the same time, he notes that higher long-term bond yields are already putting pressure on interest-sensitive parts of the economy, which could ultimately reduce the need for policy rates to rise as far as investors now expect.

09/22/2026

What trends are shaping the future of investing?

The investment landscaping is constantly evolving. From technological innovation and changing consumer behaviour to major global economic and industry trends, structural changes can create both opportunities and risks for investors.

I’m excited to host an upcoming discussion on Thematic Investing. The goal is not to chase the latest trend, but to better understand the forces shaping our economy and how they may influence the investment landscape over time.

I’d love to have you join the conversation, learn something new, and share perspectives over the morning.

For more information or RSVP, please contact [email protected] or 519 570-4098.

09/20/2026

In this week’s Week Ahead, Avery Shenfeld assesses the Fed’s unusually optimistic view that inflation can ease back to target without a rise in unemployment, while warning that higher energy prices, elevated mortgage rates, and slowing interest-sensitive sectors could make that soft landing harder to achieve than policymakers suggest.

09/13/2026

In this week’s Week Ahead, Avery Shenfeld reflects on the 25th anniversary of 9/11 and the enduring Canada-U.S. partnership, while noting that renewed Middle East tensions and higher energy prices may prompt the Fed to move rates higher sooner than expected.

Address

150 Caroline Street S, 3rd Floor
Waterloo, ON
N2L0A5

Website

http://woodgundyadvisors.cibc.com/web/carrie-qi/

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