Countdown to a shutdown, and sticky inflation

Countdown to a shutdown, and sticky inflation

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Positioning for the New Year

In our final episode of 2025, Christian Nolting, the Private Bank’s Global Chief Investment Officer, sounds an optimistic note for markets in the New Year. “We’ve now seen three very good years” in markets, Christian says. “I think in ‘26, there might be some more volatility comi ...  عرض المزيد

Fed decision time

The US dollar has been weakening against its peers lately, “but when you look for the last five years, the dollar is still positive”, notes Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. And the dollar’s recent slip could be a reason that stocks have c ...  عرض المزيد

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58. The Skinny on CPI & Earnings
The Wall Street Skinny

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In our latest edition of our new weekly markets breakdown, we cover yesterday’s CPI release and its impact on the interest rates, credit, and equity markets.  Wi ...

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90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm
The Wall Street Skinny

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Our second weekly episode where you get THE SKINNY on whatever's happening in the markets, big deals in the news, and pop culture with us, The Wall Stre ...

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President-Elect Donald Trump’s Tariff Threat is Too Big to Dismiss
BMO ETFs: Views from the Desk

Today, we have a special treat for our listeners—an in-depth episode of the Markets Plus podcast by BMO Capital Markets. In this panel discussion, you’ll hear how U.S. President-Elect Donald Trump’s threats to impose a 25% tariff on all Canadian and Mexican products m ...

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Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Forward Guidance

Michaell Howell, CEO of CrossBorder Capital, returns to Forward Guidance to update viewers on his outlook on global liquidity. Howell notes that further evidence supports his long-held view that liquidity bottomed in October 2022, and he explains why he expects liquidity to stren ...  عرض المزيد