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.

In this episode from BMO Equity Research IN Tune Podcast, we are joined by BMO Capital Markets’ CEO & Group Head Dan Barclay as he moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference across the food and agriculture value chain.

While the overall banking system remains resilient, inflation, higher interest rates, and a soft economy have created operational challenges for some small and mid-size banks. So, BMO hosted a digital client with leading experts to discuss.

Chief Executive Officer at BMO Financial Group, Darryl White, addresses the audience at the US-Canada Summit, hosted by BMO and the geopolitical risk advisory firm Eurasia Group, to highlight the changing dynamics of trade, food, energy security, the environment (and more) in North America as the world order experiences its greatest shifts in decades. 

In this episode from Views from the North, host Ben Reitzes is joined by Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favorite trade ideas.

The argument being put forward is that SVB management was overly concerned with DE&I, ESG policies and sustainable finance, all of which distracted them from focusing on their core mission. Doug Morrow and his team disagree with this assessment. Here’s why.

After the release of the 2023 Canadian Federal Budget, BMO Chief Economist, Doug Porter discussed key elements that may affect the economic outlook over the coming months. BMO Private Wealth tax expert, John Waters, provided an overview of significant personal and small business income tax measures announced in the budget.

In the wake of last week’s collapse of Silicon Valley Bank, BMO Equity Research financials team hosted a call with former FDIC Chair Sheila Bair. In the roundtable discussion our panel of experts discussed the fallout and what we can expect going forward. 

The North American economy continues to send conflicting signals. When will rising interest rates start impacting the economy, and will higher borrowing costs and continued rising inflation tip North America into a recession? To address these questions, BMO convened a panel to explore how this unprecedented economic moment may unfold.