On Monday, April 7, Michael Miranda, Head of Investments at BMO Private Wealth North America, moderated a panel discussion on the impact of the latest trade tariffs with Michael Gregory, Deputy Chief Economist at BMO Capital Markets, and Yung-Yu Ma, Chief Investment Officer at BMO Wealth Management U.S.

In this episode of Markets Plus, Laurence Mutkin, Head of EMEA Rates Strategy, BMO, discusses key highlights of the UK Spring Statement fiscal event, including the total level of borrowing in 2025-26 and beyond, how the UK Debt Management Office intends to alter its gilt issuance strategy by reducing duration and including off-the-runs, and the OBR’s economic forecasts.

For legal disclosure, visit bmocm.com/macrohorizons/legal.

In the latest episode of Markets Plus, Rebecca Tascona, Head of North American Treasury & Payments Solutions Product Management at BMO, sits down with Larry Zelvin, Head of BMO’s Financial Crimes Unit, to discuss corporate fraud prevention. They cover the latest fraud risks that companies face and practical actions and unique insights that can help employees be prepared.

In this episode of Markets Plus, Laurence Mutkin, Head of EMEA Rates Strategy, BMO, discusses four elements that will determine the reaction of the gilt market and the pound, regardless of the details of the Spring Statement.

For legal disclosure, visit bmocm.com/macrohorizons/legal.

In the latest episode of Markets Plus, Steven Jensen, Head of Diversified Industries, Canada for BMO Commercial Bank moderates a panel of BMO Capital Markets experts to discuss the implications of U.S. tariffs on the Canadian economy, businesses, and financial markets. The panel included Shelly Kaushik, Senior Economist; Jason Giovannetti, Director and Head, Canadian Commercial FX Sales; and Swaroop Shenoi, Vice President, Global Trade.

Join BMO for a 30-minute discussion with our Chief Economist and market experts on how U.S.-Canada Tariffs will impact the Canadian and U.S. economies and markets.

Moderator:

• Camilla Sutton , CFA, Managing Director, Head of Equity Research, Canada & UK 

Speakers: 

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.

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.

Oscar Johnson, U.S. Head of Commercial Sales for Treasury and Payment Solutions, BMO provides a brief introduction before Dean Gillis, Managing Director and Head of Global Trade and Global Transaction Banking, BMO moderates a timely panel discussion about the impact of trade policy on the economic outlook in the U.S. and Canada and practical ways to manage currency and interest rate risk in a changing business environment. Panelists included:

Today’s episode (recorded on February 5) features our BMO Economists and Markets specialists and focuses on how US Tariffs could impact the Canadian and US economies and markets.