In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of June 30th, 2025, and respond to questions submitted by listeners and clients.
In this episode of Markets Plus, Mayu Saravan, Managing Director & Head, Global Trade Canada, BMO sits down with Yasmine Elgammal, Director of Finance at GA Paper, to discuss how the company has been able to navigate shifting trade policies and a period of heightened economic uncertainty. Their conversation explores strategies taken to manage supply chain disruptions and the impact on working capital, with lessons relevant for any operating environment.
This episode of our Markets Plus podcast delves into the rebuilding efforts in Southern California following the devastating wildfires in January.
In this episode of Markets Plus, BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney.
Artificial intelligence (AI) can lead to opportunities for many businesses. But simply adopting the technology isn’t a magic solution to achieve growth and efficient operations—it takes significant planning, investment and strategic focus.
In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of June 16th, 2025, and respond to questions submitted by listeners and clients.
In this episode, experts discuss the current economic and trade landscape and best practices for managing your international supply chain.
U.S. tariff policies generally haven’t hit the consumer checkout line yet, but the concern right now is the greater economic uncertainty that trade policies are creating. That was one of the many takeaways during a keynote address from Ernie Tedeschi, Director of Economics at The Budget Lab at Yale University, at our 20th annual BMO Farm to Market | Chemicals Conference in New York.
In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of May 19th, 2025, and respond to questions submitted by listeners and clients.
During our second annual BMO Obesity Summit in New York, Evan Seigerman, Managing Director and Senior Research Analyst at BMO Capital Markets, sat down with two leaders in the obesity medicine field, Sloan Saunders, CEO and Co-Founder of FlyteHealth and Dr. Leon Igel, Chief Medical Officer of FlyteHealth.
During our second annual BMO Obesity Summit in New York, Evan Seigerman, Managing Director and Senior Research Analyst at BMO Capital Markets and Malcom Hoffman, Senior Equity Research Associate of BioPharma at BMO Capital Markets, sat down with Katherine Saunders, M.D., Obesity Physician and Co-Founder of FlyteHealth to reflect on the transformation of obesity medicine throughout the past year.
On May 7, BMO hosted a discussion to explore the evolving landscape of recent tariffs and trade policies and their direct impact on the North American technology sector.
The ongoing uncertainty around U.S. tariffs is affecting business leaders across all industries. On May 5, BMO hosted a discussion with industry, economics and market experts to explore the outlook for the auto industry and the potential implications of the current disruptions to global trade.
The stakes are high for Canada's new leadership following the April 28 federal election. The next government faces notable challenges, including how to approach U.S. relations in a shifting world and how to increase competitiveness and stimulate investment in the economy. Listen to our latest episode featuring Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, Hon. Brian Tobin, Vice Chair, BMO Financial Group, and Hon. Jason Kenney, Senior Adviso...
On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover the economic, markets and tax policy implications.
In this episode of Markets Plus, Eduardo Tobon, BMO’s Latino Segment Head, moderates a discussion on Southern California’s economy and the pivotal role of Latino-led businesses. The speakers below explore key economic forces shaping the region, strategies for business resilience, and collaboration to foster sustainable development. The lineup of speakers in the episode includes: Kelly LoBianco, Director, LA County Department of Economic Opportunity Cástulo de la Rocha, President & CEO, AltaM...
The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion to cover macroeconomic trends that are specifically impacting manufacturers with our economic and industry experts.
On Monday, April 7, Michael Miranda, Head of Investments at BMO Private Wealth North America, moderated a panel discussion on the impact of the latest trade tariffs with Michael Gregory, Deputy Chief Economist at BMO Capital Markets, and Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management U.S.
In this episode of Markets Plus, Laurence Mutkin, Head of EMEA Rates Strategy, BMO, discusses key highlights of the UK Spring Statement fiscal event, including the total level of borrowing in 2025-26 and beyond, how the UK Debt Management Office intends to alter its gilt issuance strategy by reducing duration and including off-the-runs, and the OBR’s economic forecasts. For legal disclosure, visit bmocm.com/macrohorizons/legal.
In the latest episode of Markets Plus, Rebecca Tascona, Head of North American Treasury & Payments Solutions Product Management at BMO, sits down with Larry Zelvin, Head of BMO’s Financial Crimes Unit, to discuss corporate fraud prevention. They cover the latest fraud risks that companies face and practical actions and unique insights that can help employees be prepared.
In this episode of Markets Plus, Laurence Mutkin, Head of EMEA Rates Strategy, BMO, discusses four elements that will determine the reaction of the gilt market and the pound, regardless of the details of the Spring Statement. For legal disclosure, visit bmocm.com/macrohorizons/legal.
In the latest episode of Markets Plus, Steven Jensen, Head of Diversified Industries, Canada for BMO Commercial Bank moderates a panel of BMO Capital Markets experts to discuss the implications of U.S. tariffs on the Canadian economy, businesses, and financial markets. The panel included Shelly Kaushik, Senior Economist; Jason Giovannetti, Director and Head, Canadian Commercial FX Sales; and Swaroop Shenoi, Vice President, Global Trade.
Join BMO for a 30-minute discussion with our Chief Economist and market experts on how U.S.-Canada Tariffs will impact the Canadian and U.S. economies and markets. Moderator: Camilla Sutton , CFA, Managing Director, Head of Equity Research, Canada & UK Speakers: Douglas Porter, CFA, Managing Director, Chief Economist Yung-Yu Ma, Ph.D. , Chief Investment Officer, BMO Wealth Management U.S.
Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi...
How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO’s Head of Equity Research for Canada and the UK, explore the industry’s progress, key achievements, and what’s next. During this 30-minute episode, they discuss the ICMM and its members’ progress on Consolidated Mining Standards, TNFD, decarbonization, the ‘trust deficit,’ and how the industry is contributing t...
Oscar Johnson, U.S. Head of Commercial Sales for Treasury and Payment Solutions, BMO provides a brief introduction before Dean Gillis, Managing Director and Head of Global Trade and Global Transaction Banking, BMO moderates a timely panel discussion about the impact of trade policy on the economic outlook in the U.S. and Canada and practical ways to manage currency and interest rate risk in a changing business environment. Panelists included: Jennifer Lee, Senior Economist and Managing Director,...
Today’s episode (recorded on February 5) features our BMO Economists and Markets specialists and focuses on how US Tariffs could impact the Canadian and US economies and markets.
How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs were set to take effect (recorded on February 3, 2025).
In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Daniel Pink, New York Times bestselling author. From how organizations can foster a culture that encourages learning from mistakes and promote continuous employee improvement to one daily habit for business leaders, Pink shares his key learnings around a wide variety of topics including leadership, motivation, discipline and regret and how they play a role in the workplace.
U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues. Listen to our informative discussion to examine the facts and explore the implications of what this could mean for businesses and consumers.
