BMO Equity Research IN Tune

In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development Click here ...  عرض المزيد

With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and D ...  عرض المزيد

In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: ⁠BMO Precious Metals Monitor: Poised for the Cut⁠⁠ PGMs: Pickin ...  عرض المزيد

If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventories. Join our Equity Research Analysts, Helen Amos, Matt Murphy, and Katja Jancic, as they discuss anticipated outcomes and implicatio ...  عرض المزيد

BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney. Click here for transcript. ⁠Click here for important disclosures⁠.