Finding the risk premium for war in Iran

Energy prices have continued to jump, but that might not be a lasting effect of the Middle East conflict – if the fighting doesn’t spread, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “A prolonged disruption of oil ...  Show more

Markets remain focused on the Middle East, and there are risks that the dislocations in energy prices could linger even if the fighting soon cools, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “The oil disruption actually may be much longer with ...  Show more

Send us Fan MailIn 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. With earning’s season kicking off, we explain how to frame your thinking about earnings releases as you st ...  Show more

Send us Fan MailOur 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 Street Skinny. In this episode, we explain the collapse of the yen carry trade after the faster than expected rate h ...  Show more

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 ...

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 ...  Show more