Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada. Visit for more...
Jul 22
57 - Will The New Fed Boss Tip the Scales on Inflation and Rates?
The new chair of the Federal Reserve, Kevin Warsh, is well known for his hawkish views on many policies. What will his stances do for the Canadian economy? Join BMO Senior Economist Sal Guatieri and BMO Deputy Chief Economist Michael Gregory as they break down Warsh's role, AI-re ... Show More
19m 10s
May 28
56 - Outlook for Canadian and U.S. Commercial Real Estate Markets
Facing uncertain trade policies, rising energy costs, and stagnant population growth, can North American commercial property markets survive and even thrive in the year ahead? Join BMO Director and Senior Economist Sal Guatieri as he breaks down the outlook for industrial, retail ... Show More
9m 31s
Sep 2023
Signaling a soft landing?
The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest econom ... Show More
15m 45s
Jun 2023
6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?
One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy.(If a formal recession is declared, will it be short-lived?)Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, ... Show More
46m 34s
Sep 2021
How to Invest in a Softening Economy, and Financial Literacy for Kids
Kenny Polcari climbs back aboard to discuss what a slowdown in hiring means for the U.S. economy and the stock market. And, how young is too young to teach kids financial literacy? Courtney Hale, the Chief Hope Officer of SuperMoneyKids joins the show, and he says the earlier the ... Show More
29m 38s
Aug 2023
7-31-2023 – Is the Hope of a 'Soft Landing' Realistic?
Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern. Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - P ... Show More
46m 34s
Feb 2024
How soft would a soft landing be?
The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & C ... Show More
18m 26s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Jun 2025
What Bonds, Dollar Stores Say About Economy
More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year. - What Dollar Tree’s results reve ... Show More
24m 16s
<p>As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the ... Show More