Markets Plus

BMO

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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.

HÁ 8 H

Defining the Future of Tariffs After the U.S. Supreme Court Ruling

In this podcast, Host Penn Egbert, Head of U.S. Equity Research, BMO Capital Markets, is joined by Ernie Tedeschi, Head of Economic Insights & Research at Stripe, Nonresident Senior Fellow at the Budget Lab at Yale, and former Chief Economist at the White House Council of Economic Advisors, and two BMO experts to discuss the implications of a significant U.S. court ruling for the future of global trade: François Trahan, Chief Investment Strategist at BMO Capital Markets Scott Anderson, Chief U.S. Economist at BMO Capital Markets The conversation breaks down the recent Supreme Court landmark decision that some tariffs imposed by U.S. President Donald Trump’s government are unlawful. They also discuss the market’s response to the court ruling, how global trade can advance, and the implications for USMCA trade negotiations.

20min
HÁ 1 DIA

Darryl White at the 35th Annual BMO Global Metals, Mining & Critical Minerals Conference

In this episode, Darryl White, CEO of BMO Financial Group, delivers opening remarks at the 35th Annual BMO Global Metals, Mining and Critical Minerals Conference, setting the stage for the event and the conversations ahead.

13min
HÁ 5 DIAS

Federal Reserve Leadership: The Kevin Warsh Nomination and Policy Implications

In this episode of BMO’s Beyond the Portfolio podcast, host Mike Miranda invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion featuring Richard Belley, Fixed Income Strategist, BMO Private Wealth, and Dan Phillips, Chief Investment Officer, BMO Wealth Management, U.S. The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more. They also discuss comparisons to Powell and Greenspan’s leadership styles, and implications for interest rate trajectory, term premiums, and portfolio positioning amid evolving inflation dynamics and technological productivity gains.

23min
HÁ 6 DIAS

Metal Matters on Markets Plus: The World Needs More Mining and Demands Better Mining

In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonizing standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.

40min
17 DE FEV.

Real Estate 2026: Is There a “Fix in ’26”?

In this episode, host Stephan Richford, Group Head and Managing Director of Investment Banking for North American Real Estate, is joined by Catherine Sierakowski, Managing Director & Head, CB, I&CB Real Estate, and Michael Brodie, Managing Director & Head, Real Estate Investment Banking, to unpack what changed in 2025 and what it means for the year ahead.

29min
13 DE FEV.

Inside the Shifting Landscape of Markets and Growth

BMO Capital Markets CEO Alan Tannenbaum is joined by BMO Chief Investment Strategist François Trahan to break down the forces shaping today’s markets.

26min
3 DE FEV.

The Hedge Report: Where Are Rates Headed?

The Hedge Report, a new series on Markets Plus, brings timely insights and practical hedging guidance designed for businesses navigating today’s uncertainty. Hosted by Cheryl Ferguson, Managing Director in Global Markets, each episode breaks down what’s moving markets and the strategies that can help manage interest rate and FX risk.

22min
30 DE JAN.

Macro Horizons: Powell, Then Phil

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 2nd, 2026, and respond to questions submitted by listeners and clients.

17min

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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.