Our experts share their take on how the key elements of this year’s budget may affect the economic outlook over the next 12 months, and an overview of the most significant personal and small business income tax measures announced in the budget.  

The macro environment is opaque and has many crosswinds, including the evolving Central bank policy, uneven global economic growth, geopolitical tension, and the upcoming U.S. presidential election. Yet stocks saw solid gains in the first quarter. Hear from Warren Estey in Markets Plus to learn why and what he sees developing across markets throughout the rest of the year. 

Learn why a BloombergNEF analyst is not so worried about the slowdown in global electric vehicle (EV) sales.

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the week of March 18th, 2024.

In this episode from Sustainability Leaders, Jigar Shah, Director, Loan Programs Office, U.S. Department of Energy, shares what younger clean energy companies should understand about LPO and how equity investors view its diligence process.

The energy transition has brought transformation to the mining sector. In this episode from Sustainability Leaders, Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining.

In this episode from BMO Equity Research Metal Matters Podcast, Colin Hamilton, Commodities Analyst at BMO Capital Markets, discusses key takeaways from the recent Mining Indaba conference in Cape Town, and developing trends in the industry.

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins Ben Reitzes to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season.

Michael Torrance sat down with Kevin Murphy, Chief Science State Officer at NASA, and Raghu Ganti, Principal Research Scientist at IBM Research, to discuss how data collection strategies are helping to develop and improve geospatial models, creating opportunities to better understand environmental risks. 

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for week of January 16th, 2024.

Listen to part two of our two-part series around artificial intelligence featuring Rosa van den Beemt, director of stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University.

“The excitement around artificial intelligence comes from the fact that the machines now don't need humans' explicit instructions, but rather they look at past historical patterns based on historical data, and learn how to do those things themselves.” Listen to part one of our two-part series with Rosa van den Beemt, Director of Stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University, formerly known as Ryerson.

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the week of November 27th, 2023.

On this episode from Views from the North, host Ben Reitzes is joined by Darren Campbell, BMO’s head of FICC investor sales Canada, to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end.

In this episode from Views from the North, host Ben Reitzes is joined by Doug Porter, BMO’s Chief Economist, to discuss the Bank of Canada’s decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications.

This episode examines how we got here and the factors that will continue to drive the Canadian economy for the next 12 months.

This episode from Views from the North focuses on next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop, and why the economic outlook is very subdued. Host Ben Reitzes is joined by Joel Prussky, BMO’s OIS and cross-currency trader.

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 10th, 2023.

BMO’s Deputy Chief Economist provided his perspective on the current economic conditions impacting the technology sectors both in Canada and US.

Where is the M&A environment headed? Listen to Warren Estey in our latest Markets Plus Minutes episode to hear why there’s optimism around the M&A market moving in a positive direction.

Hastening the energy transition requires a holistic view of the economy and stronger collaboration and coordination across industries to build more momentum toward a net-zero economy. Those were some of the main takeaways from the Green and Clean: Redefining Finance for a Sustainable Future panel at the International Economic Forum of the Americas Conference in Montreal 2023.

Fadi Chamoun and John Stephenson join this edition to discuss their recent report on FedEx and its well-received cost reduction plan.

By the end of June, Canada was already experiencing its worst wildfire season in recorded history. In an effort to address the impact these events are having on the country, George Sutherland, Senior Advisor, Climate Change & Sustainability with the BMO Climate Institute, sat down with Mike Flannigan, the B.C. Innovation Research Chair in Predictive Services, Emergency Management and Fire Science at Thompson Rivers University, and Ray Ault, Director of Prevention and Mitigation with...

In this episode from BMO's Views From The North podcast, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins Benjamin Reitzes to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas.