Markets Plus

Michael Gregory, Managing Director and Deputy Chief Economist at BMO, shares his insights on U.S. tariffs and their impact on both countries' economies. He discusses the implications for economic growth, inflation, and the Canadian dollar. The conversation reveals how tariffs shape Canada-U.S. trade relations, stressing the need for Canada to diversify its trade partnerships. Gregory also offers strategies for staying optimistic in economic downturns and suggests disciplined investment approaches for 2025, highlighting the potential of both the U.S. and Canadian markets.

How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs were set to take effect (recorded on February 3, 2025).

In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Daniel Pink, New York Times bestselling author. From how organizations can foster a culture that encourages learning from mistakes and promote continuous employee improvement to one daily habit for business leaders, Pink shares his key learnings around a wide variety of topics including leadership, motivation, discipline and regret and how they play a role in the workplace.

U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues. Listen to our informative discussion to examine the facts and explore the implications of what this could mean for businesses and consumers.

The broad economic picture suggests a rebound for the Canadian economy after two years of sluggish performance. Listen to Doug Porter, Chief Economist, BMO Economics, to learn more.

To highlight the strength of Latina entrepreneurs, Erminia (Ernie) Johannson, Group Head, North American Personal and Business Banking at BMO Financial Group, sat down with Patty Arvielo, CEO and Co-Founder of New American Funding, to discuss the importance of creating a strong corporate culture without pausing personal growth. 

In this episode, listen as two leaders share their stories that can guide all entrepreneurs. BMO’s Nadim Hirji had the privilege of sitting down with George L. Pla and Fatima Djelmane Rodriguez, two leaders who are advocates for the Latino entrepreneurial community.

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.

In this episode from BMO Equity Research IN Tune Podcast, Camilla Sutton, MD and Head of Canadian and UK Equity Research at BMO, sat down with five BMO Capital Markets experts who discuss the upcoming U.S. presidential election and how they see market impacts unfolding. Guests include Sal Guatieri, BMO’s Sr. Economist, and Brian Belski, BMO’s Chief Investment Strategist, as well as three of our Equity Research Analysts — Colin Hamilton, who focuses on metal commodities, Randy Ollenberger on Oil and Gas, and Doug Morrow on ESG.

Businesses of all stripes are exploring opportunities to use artificial intelligence (AI) to help solve complex customer problems. Most companies know that AI is important, but they’re not exactly sure how it could make their operations more efficient or how to keep their business safe.