logo
episode-header-image
Jun 3
15m 56s

47 - Will the Trade War Derail the Comme...

BMO
About this episode

Industrial, multifamily, retail, and office sectors are all experiencing changes due to rising tariffs, increased interest rates, and economic uncertainties. Will the markets recover next year? Join Director and Senior Economist at Capital Markets Sal Guatieri, as he shares his comprehensive overview of the current state and future projections for both Canadian and US real estate markets.

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

Up next
May 6
46 - Is the Economy On a Collision Course With Tariffs?
The first 100 days of the Trump administration saw significant turmoil in markets due to the escalating trade war, though some recent actions raise hopes that some tariffs will be rolled back after bilateral talks. Douglas Porter, Chief Economist at BMO Financial Group, and Sal G ... Show More
23m 30s
Apr 7
45 - Special Edition: The Secrets to Protecting Your Portfolio with Options
Did you know there is a way to use put options as an insurance policy? Join Director at BMO InvestorLine David McGann and Director of ETF Distribution at BMO Global Asset Management Richard Ho as they discuss the world of Options trading and Risk management.Visit BMO.com/onlinein ... Show More
17m 21s
Mar 2025
44 - Will Canada’s Auto Industry Crash Into a Tariff Wall?
President Trump's trade war has roiled financial markets as investors, like everyone else, detest uncertainty. The North American auto industry will also be caught in the tariff headlights with the Canadian side particularly vulnerable. Join Senior Economists Erik Johnson and Sal ... Show More
23m 8s
Recommended Episodes
Apr 23
Will tariffs lead to a recession?
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
25m 40s
May 2022
Is the U.S. Headed for a Recession? Wharton Finance Professor Weighs In
Wharton Finance Professor Itay Goldstein talks about the state of the economy and whether the U.S. economy is headed for a recession. See acast.com/privacy for privacy and opt-out information. 
10m 8s
Sep 2024
CIBC's Benjamin Tal: Rates, Recession Risk, Real Estate
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
17m 35s
Oct 2024
A Look Ahead: What's Next for the US Economy After the Presidential Election?
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. Hosted on Acast. See acast.c ... Show More
17m 45s
Nov 2023
Could a Housing Recession Take Down the U.S. Economy?
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
37m 1s
Jun 2024
Are we getting inflation right? With Neel Kashkari
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 them to discuss what the Fed got right and wrong about inflation, ... Show More
25m 57s
Apr 28
Should we be optimistic about the US economy? With Michael Strain
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
31m 2s
Aug 2024
Instant Reaction: Will the Fed Cut Quicker After This Selloff?
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
6m 6s
Aug 2024
US economic data and the JPY in focus this week
Global equity markets staged a remarkable recovery from the panic at the start of last week, while government bonds and gold acted as effective hedges during the market turmoil. This week, all eyes will be on the US economic reports and whether they will show that the US economy ... Show More
13m 12s
Mar 2025
How tariffs will impact the US economy
Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 
19m 30s