
Markets Plus
Listen to Markets Plus to hear BMO leading experts share a wealth of timely and relevant perspectives on factors shaping the markets, economy, industry sectors, and much more. For more information about Markets Plus, visit bmocm.com/marketsplus.
Latest episodes

Dec 12, 2023 • 26min
Understanding the Inner Workings of AI: Part 1
“The excitement around artificial intelligence comes from the fact that the machines now don't need humans' explicit instructions, but rather they look at past historical patterns based on historical data, and learn how to do those things themselves.” Listen to part one of our two-part series with Rosa van den Beemt, Director of Stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University, formerly known as Ryerson.

Nov 30, 2023 • 21min
For the Birds: Macro Horizons
In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the week of November 27th, 2023.

Nov 17, 2023 • 22min
Who to Believe? Views from the North
On this episode from Views from the North, host Ben Reitzes is joined by Darren Campbell, BMO’s head of FICC investor sales Canada, to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end.

Nov 7, 2023 • 21min
The Canadian Conundrum: Views from the North
In this episode from Views from the North, host Ben Reitzes is joined by Doug Porter, BMO’s Chief Economist, to discuss the Bank of Canada’s decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications.

Oct 27, 2023 • 17min
2024 Canada Economic Outlook: Yielding to Reality
This episode examines how we got here and the factors that will continue to drive the Canadian economy for the next 12 months.

Oct 20, 2023 • 26min
It’s Finally Over: Views from the North
This episode from Views from the North focuses on next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop, and why the economic outlook is very subdued. Host Ben Reitzes is joined by Joel Prussky, BMO’s OIS and cross-currency trader.

Oct 11, 2023 • 20min
Approaching Handle Change: Macro Horizons
In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 10th, 2023.

Oct 6, 2023 • 26min
Economic Outlook: Hard or Soft Landing?
BMO’s Deputy Chief Economist provided his perspective on the current economic conditions impacting the technology sectors both in Canada and US.

Oct 3, 2023 • 8min
M&A Market Outlook: Signs of Optimism
Where is the M&A environment headed? Listen to Warren Estey in our latest Markets Plus Minutes episode to hear why there’s optimism around the M&A market moving in a positive direction.

Sep 8, 2023 • 21min
Grégoire Baillargeon on Funding the Energy Transition
Hastening the energy transition requires a holistic view of the economy and stronger collaboration and coordination across industries to build more momentum toward a net-zero economy. Those were some of the main takeaways from the Green and Clean: Redefining Finance for a Sustainable Future panel at the International Economic Forum of the Americas Conference in Montreal 2023.