HeyJaredCurve Your Enthusiasm
Welcome to Curve Your Enthusiasm by CIBC Capital Markets, the only podcast in the world focusing on the Canadian economy and fixed income market.
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- Jul 24, 2026
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- Jul 24, 2026
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A good ol’ family fight (opens the original)
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Ian is joined this week by Jeremy Saunders & Brenden Donaher. The trio begins the show by talking about the elephant in the room, which is the FOMC meeting next week. Ian and Brenden discuss why a hike is likely, while Jeremy discusses the benefits of waiting until September. The discussion turns to the Bank of Canada, and why a boring BoC profile means micro trading the distribution of hikes is the only real trade. Ian outlines his view on duration, and why the structural and cyclical forces in
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