The Year Ahead – Outlook for 2022

Articles & Reports

Stuck in the Middle:  2022 Year Ahead Outlook

FICC Strategy | Portfolio Strategy | Economics | Equity Research      

The collective research teams at CIBC Capital Markets are pleased to present our 2022 Year Ahead Outlook. The attached publication covers our core views for the coming year across the major assets-classes in our coverage universe, in addition to the fundamental macro themes underwriting them.

Topics covered in this report include:

  • North American Macro – Unclear road, clearer destination
  • Canadian Housing – What to expect?
  • Provincial Macro & Supply – When the growing gets tough(er)
  • CAD Rates – Back to basics
  • Equities – A year to remember for equity investors
  • ESG – Going mainstream; Quantitative Strategy – On the hiking cycle and the S&P
  • Energy – Cash rules everything around me
  • CAD Credit – 2022 Supply & spread outlook
  • North American FX – A rerun of ‘I Love Lucy’ rather than ‘That 70s Show’
  • European FX – I can’t get no satisfaction
  • Asia-Pacific FX & Rates – CNY to extend gains in 2022, Policy divergence down under
  • Latin America FX – Rate hikes & depreciation?
  • USD SSAs – Central Bank’s actions to impact SSAs
  • ETFs – Full steam ahead
  • Precious Metals – Ain’t no mountain high enough
  • Paper and Forest Products – Glory days
  • Top Trades of 2022

Your feedback matters to us!

Please fill out the form below to share your feedback to the CIBC Capital Markets Insights team.
If you would like to provide further details, please feel free to contact us.