Markets Plus

On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of BMO experts to share perspectives on the trade outlook and how businesses and investors can prepare.

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

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 March 30th, 2026, and respond to questions submitted by listeners and clients. 

In this episode of Metal Matters on Markets Plus, Helen Amos and Joel Jackson discuss disruptions to fertilizer supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap.

They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.

On March 17, BMO hosted a timely discussion about the outlook on oil prices, financial markets and the impact on growth in the U.S. and Canada as well as asset allocation. Featuring a panel of BMO experts, the conversation will explore the market and economic impact of the conflict in the current environment and factors that could help stabilize market volatility as the situation evolves. 

Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. On March 10, BMO Equity Research analysts Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel discussed their latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.

Camilla Sutton, Managing Director, Head of Equity Research, Canada & U.K., BMO Capital Markets, sat down with Randy Ollenberger, Oil & Gas Producers Analyst, BMO Capital Markets, and Doug Porter, Chief Economist, BMO, to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock.

In this episode from BMO Private Wealth’s Beyond the Portfolio podcast, host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by Brent Joyce, Chief Investment Strategist at BMO Private Wealth, Carol Schief, Chief Market Strategist at BMO Private Wealth and Dan Phillips, Chief Investment Officer at BMO Wealth Management, U.S. They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning.

In this episode, the Honourable Scott Brison, Vice Chair at BMO, sits down with Frank Baylis, Executive Chairman of Baylis Medical. Join us as they explore the forces shaping the future of medtech.

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: 

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.