Advertise on podcast: FX Factor

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.

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.

CIBC Capital Markets’ Economist Ali Jaffery joins Bipan Rai to discuss all things US – including the latest FOMC decision, the UAW strike, and what it means for the US economy.

Bipan Rai and Benjamin Tal talk about the Canadian economy, the domestic housing market and why the number of non-permanent residents (“NPRs”) in Canada is actually higher than what’s reported officially. Please note that this podcast was recorded before the announcement from Statistics Canada that it will revise its methodology for estimating the number of NPRs in the economy.

Bipan Rai is joined by Peter Maiorano to hash out what could happen in the short-rates and FX markets amidst the ongoing debt ceiling concerns.

Bipan Rai and Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, discuss the current state of affairs in the banking system and what it means for Fed and Bank of Canada policy.

CIBC’s Peter Maiorano joins the podcast to talk about why take-up of the Fed’s overnight RRP facility remains so high and what to expect in 2023.

Bipan is joined by UK-based FX Strategist Jeremy Stretch to discuss the UK budget, the gilts market and why the GBP collapsed over the past few days. Also, what can we expect from the Bank of England/UK Treasury going forward. Please note that this was recorded before the BoE announcement to buy long-end gilts on September 28.

Bipan is joined by CIBC Deputy Chief Economist Benjamin Tal to discuss the macro picture for the US and Canada – including the path for inflation going forward, what this means for rates/FX as well as the housing market.

Bipan is joined by Karl Wildi to discuss Canadian interest rate benchmark reform and the transition from CDOR to CORRA in the coming years.

Bipan and Ian Pollick, Global Head of FICC Strategy, talk rates – including why yield curves are inverting and whether this is a reliable signal for assets in general. Also covered are expectations for the Bank of Canada and the Federal Reserve and what this means for FX markets going forward. Ian also goes over why we shouldn’t expect a ‘soft landing’ at the end of this cycle.

CIBC’s Bipan Rai walks through the sanctions on the Central Bank of Russia and financial institutions in Russia and what they mean for the markets.