Global Trade Outlook: Tariff Risks and Energy Shock (27 min)| Listen on Anghami

May 7

Middle East Conflict: Reading Market Signals About Risks ( 25 min)

Geopolitical tensions involving Iran and the Middle East conflict are still present, and physical disruptions to energy markets remain. However, financial markets have recently reflected a focus less on headlines and energy shocks and more on positive economic fundamentals and st ... Show More

25m 17s

Apr 15

Middle East Conflict: Revisiting Investment Strategies and Geopolitical Risk

To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second ... Show More

24m 14s

Mar 2026

The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min)

In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response ... Show More

28m 41s

Dec 2023

Calling Out for Cuts

In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgr ... Show More

11m 47s

Jun 2024

Taking Stock of Counter-Seasonality

In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins) Click here for transcript. To access our full disclosures, please visit: http ... Show More

12m 56s

Feb 2024

Conference Crescendo

In this episode we preview BMO’s 33rd Global Metals, Mining and Critical Minerals conference, and discuss the annual zinc treatment charge negotiations. 11 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZy ... Show More

10m 48s

Jul 2023

The Heat is On

In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW5 ... Show More

11m 1s

Dec 2023

The Old Guard Step Up for 2024

In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min). BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guar ... Show More

13m 10s

Jul 2023

Putting the Ge in Geopolitics

In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3 ... Show More

11m 3s

Apr 2024

MM147: Unravelling Interest Rates, Commodities and EV's

<p>In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. </p><br><p>From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ... Show More

47m 20s

Oct 2023

Metal Matters: Don’t Fear, LME Week Is Here

This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium. BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglob ... Show More

8m 52s

Jun 2023

ABCD edition – Alumina, Batteries, China and DRI

In this short (8 min) podcast we discuss China’s drip feed policy support, why the trend to bigger batteries might slow, alumina’s challenges and client interest in DRI. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZW ... Show More

8m 21s

May 2021

A Short-Term Pullback We Should Have Expected (Podcast)

Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More

26m 17s

Global Trade Outlook: Tariff Risks and E...