Markets Plus

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 Advisor, BMO Financial Group.

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, AltaMed Joshua Gonzalez, Strategy, Northgate Gonzalez Markets Isaac Bolaños, Director of Finance, Northgate Gonzalez Markets Cristina Valle-Parke, CEO, California Recyclers, Inc

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.

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.

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.

Guests Shelly Kaushik, Senior Economist at BMO, Jason Giovannetti, Director of Canadian Commercial FX Sales, and Swaroop Shenoi, Vice President of Global Transaction Banking at BMO, dive into the impact of U.S. tariffs on Canada. They discuss how Canadian businesses are adapting to economic challenges and strategies for navigating tariff-induced currency volatility. The conversation highlights the need for effective communication between businesses and experts, as well as exploring new markets and financial solutions to manage risk.