In this episode of Markets Plus, Mayu Saravan, Managing Director & Head, Global Trade Canada, BMO sits down with Yasmine Elgammal, Director of Finance at GA Paper, to discuss how the company has been able to navigate shifting trade policies and a period of heightened economic uncertainty. Their conversation explores strategies taken to manage supply chain di ... Show More
Jul 10
North American Trade Deals Outlook
On July 10, BMO hosted a bank-wide digital event entitled “North American Trade Deals Outlook.” Guest speaker Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab and former Chief Economist at the White House Council of Economic Advisors, joined a panel of BMO ex ... Show More
35m 25s
Mar 2025
The Trading Floor: Breaking Down the Latest Sell-Off in Markets
Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ... Show More
29m 45s
May 30
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Jan 2025
Brace for Monday, as a new era now begins
In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day ... Show More
24m 36s
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s