BMO Equity Research IN Tune

By BMO Capital Markets Equity ResearchBusiness Investing

BMO Equity Research IN Tune episodes

March 10 Middle East Tensions, Oil Shocks, and What Investors Need to Know
On March 9th, we sat down with Doug Porter and Randy Ollenberger to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock. The conversation traces recent geopolitical developments, reactions across energy commodities and equities, and risks surrounding the Strait of Hormuz. Doug Porter assesses inflation, growth, and central bank implications for Canada and the U.S., while Randy Ollenberger outlines scenarios keeping oil above $100 or pulling it back lower.

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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
21 min
February 17 Metal Matters: 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 harmonising 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.
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To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures
40 min
November 21, 2025 Metal Matters: Delving Into the Macro
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development
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To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures ⁠
39 min
October 06, 2025 Markets Plus: What’s Next in Economics, Markets and Trade
With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and Dan Philips, Chief Investment Officer, BMO US Wealth Management, each provide their unique perspectives on asset classes, market risks, and the evolving landscape influenced by AI, automation, and de-globalization.

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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
35 min
September 19, 2025 Metal Matters: Debating a New Up-Cycle
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 clients can view our reports here:
⁠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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To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures
14 min
July 09, 2025 Copper Tariff Surprise
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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27 min
June 24, 2025 What’s Next for Canada? Policy, Economic and Energy Impacts of a New Government
BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney.
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27 min
May 02, 2025 Markets Plus: Canada’s New Leadership: Navigating Key Challenges and Opportunities
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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29 min
April 30, 2025 Markets Plus: 2025 Canadian Election
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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⁠⁠Click here for important disclosures⁠⁠.
28 min
April 21, 2025 Markets Plus: Industry in Focus: How Trade Volatility is Affecting Manufacturing
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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⁠⁠Click here for important disclosures⁠⁠.
32 min

About BMO Equity Research IN Tune

From the publisher's feed

IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients…