logo
episode-header-image
Aug 2023
19m 49s

22 - Are We Nearing the End of the Dark ...

BMO
About this episode

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospects for inflation, interest rates and the economy and whether we now stand a decent chance of avoiding a recession.

Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Up next
Oct 16
51 - Will Tariffs and Trade Talks Derail an Improving North American Economic Outlook?
Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their ec ... Show More
20m 22s
Sep 22
50 - Special Edition: Simplify Your Portfolio with Asset Allocation ETFs
For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, ben ... Show More
15m 48s
Sep 2
49 - Can Canadian Households Hold Down the Fort?
With the ongoing trade war and slow recovery in housing, Canada's economy will need to rely on households to stand strong and defend the economy against the risk of recession. Join BMO Senior Economist Sal Guatieri as he discusses whether households are up for the challenge. Visi ... Show More
6m 49s
Recommended Episodes
Mar 2021
#105 How can inflation affect the prospects for a ‘rip-roaring’ UK recovery?
This week we discuss the topic increasingly on everyone’s minds: inflation. While the Bank of England’s chief economist predicts a great, post-coronavirus surge in economic recovery, we weigh up the risks that inflation could pose for savers and investors, with Miles Sherry (Inve ... Show More
19m 43s
Oct 2023
Torsten Slok, Partner and Chief Economist, Apollo Global Management
<p>Armed with a PhD in economics, Torsten Slok spent several years at the OECD, doing deep dive analysis and making policy recommendations on big picture issues such as pension reform, tax systems and health care policy, before ultimately hitting Wall Street. He spent more than 1 ... Show More
1 h
May 2021
Inflation risks: 'too much complacency'?
<p>In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. </p> <p>Lacalle s ... Show More
18m 56s
Jun 2024
Lots More With Neil Dutta on a Looming Fed Policy Error
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the last four years or so. But now he's warning of a possible mistake by the Federal Reserve. In his view, the central bank is waiting too long to get confirmat ... Show More
24m 4s
Feb 2022
Special Episode, Pt. 1: Two Kinds of Inflation
<p>Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.</p><p><br></p><p>----- Transcript -----</p><p><strong>Andrew Sheets </strong>W ... Show More
8m 7s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
<p>Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Mark ... Show More
3m 9s
Aug 2023
1024 - Buckle Up Investors—Interest Rates Are Only Going to Get Worse From Here by Andrew Syrios
By most accounts, the Fed will hold steady after raising the federal funds rate by a quarter point to 5.25% at the beginning of May. A Reuters poll found that 102 of 116 economists thought the Fed was done raising rates this year, and 30 believed they would lower it. With inflati ... Show More
14m 1s
Aug 2022
Analysts can't agree on where stocks are headed next!
Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More
11m 11s
Mar 2023
Global Economy: Central Bank Policy in a Time of Volatility
<p>As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.</p><p><br ... Show More
9m 3s
Mar 2022
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
<p>This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
3m 39s