Markets Plus

BMO
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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