26 - Better Financial Conditions Flag So...

2025 saw a rift within Canada’s housing market, with prices sagging in some regions but rising steadily in others. Will 2026 be a repeat of last year, or can the depressed regions begin to heal? Join BMO Senior Economists Robert Kavcic and Sal Guatieri as they discuss the outlook ... Show More

2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional marke ... Show More

Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Seni ... Show More

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More

Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commod ... Show More

Chief Investment Strategist for North America at Russell Investments, Paul Eitelman, joins the show to discuss his thoughts on the US economy and markets, whether a soft landing is possible, and how the markets will react to the presidential election.<hr><p style='color:grey; fon ... Show More

One year ago, it was a matter of conventional wisdom among experts that the U.S. was on the brink of a recession. They were wrong. The latest GDP report showed America’s real output growing at a 4.9 percent annualized rate. That's huge. But just as we zagged a year ago, when we c ... Show More

The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Ch ... Show More

<p>Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins&nbsp;them&nbsp;to discuss what the Fed got right and wrong abo ... Show More

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager ... Show More