Mike [indiscernible]'s questions to CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (CM) leadership • Q2 2025
Question
Asked for an update on the all-bank Net Interest Margin (NIM) outlook and the current revenue contribution of the mortgage business compared to past guidance.
Answer
Executives reiterated a 'flat to gradually higher' outlook for all-bank NIM, with the hedging strategy providing stability. The mortgage business is now a significantly smaller contributor to revenue than in the past, as the bank's strategy prioritizes deeper, multi-product client relationships over mortgage volume.