Markets Plus

In this episode from Beyond The Portoflio, host Mike Miranda sits down with Doug Porter, Chief Economist at BMO, to examine whether stagflation, the dangerous combination of high inflation and stagnant growth that plagued the 1970s, could be making a comeback. With growth showing signs of slowing while inflation remains above the Fed's target, they analyze current economic data to determine if we're headed for a soft landing, a more pronounced slowdown, or something more stagflation-like. The conversation explores the Fed's policy dilemma between fighting inflation and supporting growth, potential economic surprises that could derail base case forecasts, and what this all means for investors navigating an increasingly complex economic landscape.

The lack of affordable housing isn't just a statistic in Canada. It's a reality that affects millions of people across the country. In this episode of Markets Plus, Kate Low, Regional Vice President, Real Estate Quebec, BMO moderates a discussion with a panel of industry experts on the causes and consequences of this challenge, as well as ways to address it. Joining in the conversation are Heela Omarkhail, Vice President, Social Impact, The Daniels Corporation; Dave Wilkes, President and CEO, Building Industry and Land Development Association; and Michael Owen, Senior Partner, Mondev.

In the newest episode of the Latino Leaders Index500 series, Alan Tannenbaum, CEO and Group Head of BMO Capital Markets, discusses career growth and empowering Latino businesses with Daniel Alegre, CEO of TelevisaUnivision, the world’s leading Spanish-language media and content company.

Scott Brison, Vice-Chair, BMO Wealth Management, sat down with Patrick Decostre, President and CEO, Boralex, to discuss the headwinds that renewable energy companies face.  

In this episode of Markets Plus, Scott Brison, Vice Chair of BMO Wealth Management, sat down with Nancy Southern, AOE, a Canadian business leader and the Chair and CEO of ATCO, a publicly traded company based in Calgary, Alberta, Canada, at a private dinner held during the 31st Edition Conference of Montreal.

At Summerfest Tech 2025 in Milwaukee, Andreas Bubenzer-Paim, Head, Technology Banking, BMO Commercial Bank, moderated a discussion with leaders from all three corners of the capital ecosystem (startup, venture capital, commercial banking) who shared their insights.

In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Kristin Milchanowski, Chief Artificial Intelligence and Data Officer at BMO. From what it means to be an AI-native company to how AI can help in predicting market trends and economic shifts more accurately, Kristin shares her expertise to better understand this ever-evolving field.

On July 10, BMO hosted a bank-wide digital event entitled “North American Trade Deals Outlook.” Guest speaker Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab and former Chief Economist at the White House Council of Economic Advisors, joined a panel of BMO experts to discuss the outlook on trade agreements between major global economies and how they could fundamentally affect international business and growth risks. 

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.