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Markets Plus

Latest episodes

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Aug 21, 2023 • 19min

FedEx: Deeper and Bolder Drive Needed – BMO Equity Research Explains

Fadi Chamoun and John Stephenson join this edition to discuss their recent report on FedEx and its well-received cost reduction plan.
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Jul 27, 2023 • 20min

The Canadian Wildfires Are Still Burning: Experts Explain

By the end of June, Canada was already experiencing its worst wildfire season in recorded history. In an effort to address the impact these events are having on the country, George Sutherland, Senior Advisor, Climate Change & Sustainability with the BMO Climate Institute, sat down with Mike Flannigan, the B.C. Innovation Research Chair in Predictive Services, Emergency Management and Fire Science at Thompson Rivers University, and Ray Ault, Director of Prevention and Mitigation with FireSmart Canada. Listen now.Links: FireSmoke Canada FireSmart Canada Canadian Wildland Fire Information System
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Jul 10, 2023 • 27min

More to Come: Views from the North

In this episode from BMO's Views From The North podcast, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins Benjamin Reitzes to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas.
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Jun 30, 2023 • 28min

Food, Ag, Fertilizer, and ESG From BMO’s 18th Annual Farm to Market Conference

In this episode from BMO Equity Research IN Tune Podcast, we are joined by BMO Capital Markets’ CEO & Group Head Dan Barclay as he moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference across the food and agriculture value chain.
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Jun 15, 2023 • 42min

Safety & Stability: Navigating Bank Failures

While the overall banking system remains resilient, inflation, higher interest rates, and a soft economy have created operational challenges for some small and mid-size banks. So, BMO hosted a digital client with leading experts to discuss.
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Jun 12, 2023 • 14min

Quick Listen: Darryl White on the Importance of US-Canada Partnership

Chief Executive Officer at BMO Financial Group, Darryl White, addresses the audience at the US-Canada Summit, hosted by BMO and the geopolitical risk advisory firm Eurasia Group, to highlight the changing dynamics of trade, food, energy security, the environment (and more) in North America as the world order experiences its greatest shifts in decades. 
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May 23, 2023 • 27min

Tough Talk: Views from the North

In this episode from Views from the North, host Ben Reitzes is joined by Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favorite trade ideas.
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Apr 25, 2023 • 16min

Did ESG Cause SVB to Collapse? BMO Equity Research Report

The argument being put forward is that SVB management was overly concerned with DE&I, ESG policies and sustainable finance, all of which distracted them from focusing on their core mission. Doug Morrow and his team disagree with this assessment. Here’s why.
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Mar 30, 2023 • 27min

First Look at the 2023 Canadian Federal Budget

After the release of the 2023 Canadian Federal Budget, BMO Chief Economist, Doug Porter discussed key elements that may affect the economic outlook over the coming months. BMO Private Wealth tax expert, John Waters, provided an overview of significant personal and small business income tax measures announced in the budget.
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Mar 6, 2023 • 35min

Is North America Headed for a Recession?

The North American economy continues to send conflicting signals. When will rising interest rates start impacting the economy, and will higher borrowing costs and continued rising inflation tip North America into a recession? To address these questions, BMO convened a panel to explore how this unprecedented economic moment may unfold.

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