IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://research.bmo.com/
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Geopolitical tensions involving Iran and the Middle East conflict are still present, and physical disruptions to energy markets remain. However, financial markets have recently reflected a focus less on headlines and energy shocks and more on positive economic fundamentals and strong AI-related investment. On May 6, BMO experts examined how equity markets, FX, and macro data are considering…
To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq…
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. Click here for…
In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser 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…
On March 17, BMO hosted a discussion on the Middle East conflict and how it is likely to impact the US and Canadian economies, and energy markets. The panel included: Doug Porter, Chief Economist, who discussed the implications for growth, inflation, and central bank policy, and Randy Ollenberger, Oil and Gas Analyst, who explored whether markets are pricing this as a temporary supply shock or a…
Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets. Click here for transcript. To access our full…
On March 9th, we sat down with Doug Porter and Randy Ollenberger to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock. The conversation traces recent geopolitical developments, reactions across energy commodities and equities, and risks surrounding the Strait of Hormuz. Doug Porter assesses inflation, growth, and central bank…
In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards…
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and Dan Philips, Chief Investment Officer, BMO US Wealth Management, each provide their unique perspectives on asset classes,…