Episodios

  • Global Trade Outlook: Tariff Risks and Energy Shock

    Global Trade Outlook: Tariff Risks and Energy Shock
    Apr 8 2026
    On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of BMO experts to share perspectives on the trade outlook and how businesses and investors can prepare.
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    28 m
  • Middle East Conflict: Economic and Market Ripple Effects

    Middle East Conflict: Economic and Market Ripple Effects
    Apr 1 2026
    As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.
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    28 m
  • Macro Horizons on Markets Plus: Broadening Bearish Uncertainty

    Macro Horizons on Markets Plus: Broadening Bearish Uncertainty
    Mar 27 2026
    In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2026, and respond to questions submitted by listeners and clients.
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    20 m
  • Metal Matters on Markets Plus: The Iran Conflict Is Upending Fertilizer Markets - Why We Care in Metals

    Metal Matters on Markets Plus: The Iran Conflict Is Upending Fertilizer Markets - Why We Care in Metals
    Mar 27 2026
    In this episode of Metal Matters on Markets Plus, Helen Amos and Joel Jackson discuss disruptions to fertilizer supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.
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    29 m
  • Middle East Conflict: In Search of Economic and Market Stability

    Middle East Conflict: In Search of Economic and Market Stability
    Mar 17 2026
    On March 17, BMO hosted a timely discussion about the outlook on oil prices, financial markets and the impact on growth in the U.S. and Canada as well as asset allocation. Featuring a panel of BMO experts, the conversation will explore the market and economic impact of the conflict in the current environment and factors that could help stabilize market volatility as the situation evolves.
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    26 m
  • Commodities: Middle East Conflict

    Commodities: Middle East Conflict
    Mar 11 2026
    Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. On March 10, BMO Equity Research analysts Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel discussed their latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.
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    34 m
  • Middle East Tensions, Oil Shocks, and What Investors Need to Know

    Middle East Tensions, Oil Shocks, and What Investors Need to Know
    Mar 9 2026
    Camilla Sutton, Managing Director, Head of Equity Research, Canada & U.K., BMO Capital Markets, sat down with Randy Ollenberger, Oil & Gas Producers Analyst, BMO Capital Markets, and Doug Porter, Chief Economist, BMO, to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock.
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    20 m
  • Assessing the Market Impact of the Middle East Crisis

    Assessing the Market Impact of the Middle East Crisis
    Mar 5 2026
    In this episode from BMO Private Wealth’s Beyond the Portfolio podcast, host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by Brent Joyce, Chief Investment Strategist at BMO Private Wealth, Carol Schief, Chief Market Strategist at BMO Private Wealth and Dan Phillips, Chief Investment Officer at BMO Wealth Management, U.S. They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning.
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    24 m