Yung-Yu Ma

Michael Gregory, Managing Director and Deputy Chief Economist at BMO Capital Markets, and Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management U.S., share insights on the economic repercussions of recent reciprocal tariffs between Canada and the U.S. They discuss the potential for recession in Canada and rising inflation in the U.S., along with the uncertainty it brings to markets. The duo emphasizes the importance of cautious investment strategies and the ongoing challenges faced by the Federal Reserve in balancing growth with inflation.

Douglas Porter, Managing Director and Chief Economist at BMO, and Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management U.S., delve into the complex world of U.S.-Canada tariffs. They discuss how these tariffs are influencing economic growth, inflation, and market volatility in both nations. The conversation highlights the potential shifts in consumer confidence and strategies for investing amid uncertainty. Insights on currency fluctuations, asset allocation strategies, and the impact of potential Federal Reserve rate cuts make for an engaging and informative discussion.

Tom Lee, a financial expert known for his market insights, joins Bryn Talkington, a capital strategist, Yung-Yu Ma from BMO Wealth Management, and Chris Harvey, a securities analyst, to tackle the burning question: can we trust this market rebound? They explore the implications of upcoming CPI data and dissect recent market volatility. Harvey urges investors to focus on selective stock picks, while the group shares concerns over potential global risks and the Federal Reserve's strategies amid mixed signals in the economy.