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Scott Bryson, Vice Chair of BMO Wealth Management, and Michael Gregory, Deputy Chief Economist at BMO Financial Group, dive into Canada’s political and economic shifts after Mark Carney’s election as Prime Minister. They discuss how global trade dynamics and tariffs have shaped Canadian voter sentiment. The duo highlights Carney's ambitious vision for economic growth and energy supremacy, emphasizing the importance of streamlined infrastructure projects. They also outline the potential impacts of new policies on GDP growth and the Canadian oil and gas sector, marking a path toward energy leadership.

In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show: Hon. Brian Tobin, Vice Chair, BMO Financial Group and Hon. Jason Kenney, Senior Advisor, BMO Financial Group. Click here for transcript.

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. Click here for transcript.

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. (31 min)Click here for transcript.

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 Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook.Click here for transcript.To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

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 to sustainable development.Click here for transcriptTo access our full disclosures, please visit: https://research.bmo.com/public/disclosures

Michael Gregory, Deputy Chief Economist and Head of US Economics, discusses how tariffs and the ongoing uncertainty around them impacts the outlook for the Canadian and U.S. economies; while Brian Belski, Chief Investment Strategist discusses his equity investment outlook for both Canada and the US. Click here for transcript.To access our full disclosures, please visit: https://research.bmo.com/public/disclosures 

Tamy Chen, a Consumer Analyst at BMO Capital Markets, dives into the turbulent waters of U.S. tariffs on Canada. She discusses the impending negative impacts on Canada's economy, forecasting declines in growth and rises in inflation. Tamy highlights the vulnerabilities of the North American auto sector, particularly for companies like Linamar, and explores how these tariffs could affect vehicle pricing and supply chains. Additionally, she assesses the resilience of Canadian banks amidst these challenges, suggesting potential opportunities for adaptation.

U.S. President-Elect Donald Trump’s threats to impose a 25% tariff on all Canadian and Mexican products may be a way to bargain with important trade partners but it doesn’t diminish the urgent need for North American markets to prepare for potential duties.Listen to, Steve Verheul, Former Chief Trade Negotiator for Canada,(Moderator) Allison Hakomaki, Head, National Agriculture, Public Sector & Emerging Industries, BMO Commercial Bank, Canada, Doug Porter, Chief Economist, BMO Financial Group and Yung-Yu Ma, Chief Investment Officer, BMO Wealth Management - U.S., to learn more.Click here for transcript.

How will an altered political landscape in Washington affect the U.S. fundamental outlook? Camilla Sutton, BMO Capital Markets Managing Director, Head of Equity Research, Canada & UK, moderated a discussion with BMO experts across macroeconomics, financial markets, and rates to understand the current and future implications of the 2024 election. Listen to Doug Porter, Managing Director and Chief Economist; Brian Belski, Chief Investment Strategist; and Ian Lyngen, Managing Director and Head of U.S. Rates Strategy, to learn more.Click here for transcript.