Episodes
With the historic U.S. election of 2024 in the books, investors have many questions about the impact on the economy, inflation, interest rates and markets. Senior Economist Sal Guatieri is joined by US Chief Economist Scott Anderson to discuss the implications and provide some clarity on the many moving parts as we approach a second Trump presidency.
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Published 11/14/24
In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI,...
Published 10/17/24
There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some...
Published 09/25/24
With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Director and Senior Economist at BMO Capital Markets as they discuss the future of the housing market and what young Canadians need to do to find their...
Published 09/11/24
With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Director and Senior Economist at BMO Capital Markets as they discuss the future of the housing market and what young Canadians need to do to find their...
Published 09/11/24
In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO Capital Markets Erik Johnson and Economist at BMO Capital Markets Shelly Kaushik as they discuss how the newly announced budget could help...
Published 09/10/24
In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO Capital Markets Erik Johnson and Economist at BMO Capital Markets Shelly Kaushik as they discuss how the newly announced budget could help...
Published 09/10/24
As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadians on the different investing steps and what can best suit their needs.
Visit BMO.com/onlineinvesting for more information and to learn how you...
Published 09/09/24
As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadians on the different investing steps and what can best suit their needs.
Visit BMO.com/onlineinvesting for more information and to learn how you...
Published 09/09/24
China is the world’s second-largest economy, which makes it an important market to pay attention to. But, with the housing downturn, the risk of a debt crisis, and the looming threat of a trade war with the US, the Chinese economy is something that investors need to pay even closer attention to right now. Join BMO Senior Economist and Director Art Woo and Sal Guatieri as they discuss China’s economic challenges and outlook.
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Published 08/07/24
The Bank of Canada led the way among G7 countries with its first interest rate cut in over four years. But, the Fed is holding tight for now given stickier U.S. inflation. Join BMO Chief Economist Doug Porter and Senior Economist Sal Guatieri, as they discuss the outlook for rates, inflation and the economy.
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Published 06/25/24
How is the commercial real estate market doing in Canada and the U.S. and where is it headed? BMO Senior Economist Sal Guatieri takes you on a walk through the CRE landscape. Remote work continues to challenge the office market. However, other sectors, such as industrial and multifamily, are seeing decent growth which should continue as interest rates decline.
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Published 05/03/24
How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected in November 2024, we could see some major shifts in policy and spending. So, what could this mean for the economy?
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Published 04/02/24
BMO Senior Economist Sal Guatieri is joined by Doug Porter, Chief Economist at BMO Financial Group, to discuss the impact that the labour market, food prices and energy costs are having on inflation in both Canada and the United States, as well as when interest rates may finally start to come down.
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Published 03/06/24
Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada.
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Published 01/27/24
All is not well with the world’s second-largest economy. What do China’s recent economic struggles mean for the global economy and investors? BMO Senior Economist Sal Guatieri is joined by Art Woo, Director and senior economist at BMO, to assess whether China’s economy can remain an engine of global growth.
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Published 11/30/23
The highest borrowing costs since before the financial crisis of 2008 have upset investors’ assumptions of asset values, threatening to up-end housing prices. Long-term rates have climbed, alongside the highest policy rates in two decades, but no one expected those rates to scale 16-year peaks. So what does this mean moving forward? BMO Senior Economist Sal Guatieri breaks down similarities between what the global economy is facing right now, compared to what we dealt with in 2008.
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Published 10/25/23
Housing affordability impacts everyone, from home buyers, to renters, to investors. BMO Senior Economist Sal Guatieri delves into the issue for both Canada and the United States, discussing how we got here and where affordability may be going, as well as implications for the economy and investors.
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Published 09/22/23
After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospects for inflation, interest rates and the economy and whether we now stand a decent chance of avoiding a recession.
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Published 08/11/23
Commercial real estate will no doubt face challenges in the year ahead, but the sector facing the toughest test will be office buildings. BMO Senior Economist Sal Guatieri takes a look at what the four main commercial real estate segments can expect, as they weather the storm of rising interest rates, tighter lending conditions, a weaker economy, and hybrid work patterns.
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Published 06/15/23
Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a bottoming in the Canadian housing market.
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Published 05/09/23
Panic selling, cashing out, and trading frantically are common actions for investors during times of uncertainty. On today's special edition of BMO Smarter Investing, Silvio Stroescu, President of BMO InvestorLine talks with Brian Belski, Chief Investment Strategist about what investors can do to make smarter long-term plans with regard to their portfolios during these times.
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Published 04/13/23
Recent bank failures have raised fears of a repeat of the 2008 financial crisis. What’s different today, and what are the chances it could happen again? Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss these issues and their potential impacts on the economy, inflation and interest rates.
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Published 04/04/23
A vast reservoir of household savings and liquidity should continue to backstop spending in the U.S. and Canada for some time, shielding the economy from the full effects of monetary tightening. But this buffer could also act as a double-edged sword if it sustains inflation and leads to even higher interest rates. Sal Guatieri is joined by Michael Gregory, Deputy Chief Economist at BMO, to discuss excess liquidity and savings and their impact on the economy, inflation and central banks.
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Published 03/06/23