26 - Better Financial Conditions Flag So...

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

As the Iran conflict threatens global energy supplies and sends oil prices surging, are the American and Canadian economies at risk of recession? Join BMO U.S. Chief Economist Scott Anderson and Senior Economist Sal Guatieri as they discuss the potential impact of the conflict, a ... Show More

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

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

Predicting the future of the economy is always a dicey proposition. That is especially true after more than three years of pandemic-related economic weirdness. No one quite knows what will happen next.Will the Fed be able to pull off a soft landing and bring down inflation withou ... 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