U.S. inflation eases to 4.9% in April, its lowest rate in two years. On today’s special episode, portfolio managers Matt Montemurro, Vishal Bhatia and your host Mckenzie Box explore whether this data will influence the Fed’s potential pause. They also discuss gold’s recent rally, when we could see yield curve normalization and Big Oil’s profits. Read the episode summary.

Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Vishal Bhatia, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, May 10, 2023.

Read: BMO GAM’s Monthly Covered Calls and Enhanced Income Report

ETFs mentioned in the podcast:

BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)

BMO US TIPS Index ETF (Ticker: TIPS)

BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Money Market Fund ETF Series (Ticker: ZMMK)

BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

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