In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.

⁠BMO Precious Metals Monitor: Poised for the Cut⁠⁠

PGMs: Picking the Right Basket⁠⁠

Anti-Involution Needs Patience: Copper and Coal Screen Strongest⁠

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If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventories. Join our Equity Research Analysts, Helen Amos, Matt Murphy, and Katja Jancic, as they discuss anticipated outcomes and implications moving forward.

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BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney.

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In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show: Hon. Brian Tobin, Vice Chair, BMO Financial Group and Hon. Jason Kenney, Senior Advisor, BMO Financial Group.

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On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover the economic, markets and tax policy implications.

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The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion to cover macroeconomic trends that are specifically impacting manufacturers with our economic and industry experts. (31 min)

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Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook.

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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO's Head of Equity Research for Canada and the UK, explore the industry's progress, key achievements, and what’s next. During this 30-minute episode, they discuss the ICMM and its members' progress on Consolidated Mining Standards, TNFD, decarbonization, the 'trust deficit,' and how the industry is contributing to sustainable development.

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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

Michael Gregory, Deputy Chief Economist and Head of US Economics, discusses how tariffs and the ongoing uncertainty around them impacts the outlook for the Canadian and U.S. economies; while Brian Belski, Chief Investment Strategist discusses his equity investment outlook for both Canada and the US. 

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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures 

How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion/videocast/podcast 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 are set to take effect (recorded on February 3, 2025).

To access our full disclosures, please visit research.bmo.com/public/disclosures.

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Relevant reports that might also be of interest:

Michael Gregory | Trade War Impact: First Pass

Brian Belski | Mitigating the Chaos With Calm, Process, and Discipline

Randy Ollenberger | Oil & Gas – That’s Gonna Leave a Mark: Assessing the Potential Impact of Trump Tariffs

Sohrab Movahedi | Our Banks Enter This Period of Economic Uncertainty from a Position of Strength

Tamy Chen | Sizing Up the Impact from Potential Tariffs