BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights. For more information about how you start investing with confidence, visit bmo.com/onlineinvesting.
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37 - Trumponomics II: Will a Red Wave Wash Over the Economy and Markets?
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With the historic U.S. election of 2024 in the books, investors have many questions about the impact on the economy, inflation, interest rates and markets. Senior Economist Sal Guatieri is joined by US Chief Economist Scott Anderson to discuss the implications and provide some clarity on the many moving parts as we approach a second Trump presidenc…
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36 - Special Edition: Is AI poised to level up economic growth?
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In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI, disruptive technology, how they can affect future investing, and so much more. Visit BMO.com/onlinei…
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35 - Canadian Housing Market Outlook
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There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some guidance on the outlook for housing in Canada. Visit BMO.com/onlineinvesting for more information and to l…
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34 - Special Edition: Can Young Canadians Get a Foot on the Housing Ladder?
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With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Direc…
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33 - Special Edition: A Budget For Younger Canadians? Sorting Out Myth From Fact
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In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO …
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32 - Special Edition: Demystifying Investing For Young Canadians
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As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadian…
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31 - China’s Economic Challenges and Outlook
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China is the world’s second-largest economy, which makes it an important market to pay attention to. But, with the housing downturn, the risk of a debt crisis, and the looming threat of a trade war with the US, the Chinese economy is something that investors need to pay even closer attention to right now. Join BMO Senior Economist and Director Art …
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The Bank of Canada led the way among G7 countries with its first interest rate cut in over four years. But, the Fed is holding tight for now given stickier U.S. inflation. Join BMO Chief Economist Doug Porter and Senior Economist Sal Guatieri, as they discuss the outlook for rates, inflation and the economy. Visit BMO.com/onlineinvesting for more i…
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29 - Commercial Real Estate Conditions in Canada and the U.S.
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How is the commercial real estate market doing in Canada and the U.S. and where is it headed? BMO Senior Economist Sal Guatieri takes you on a walk through the CRE landscape. Remote work continues to challenge the office market. However, other sectors, such as industrial and multifamily, are seeing decent growth which should continue as interest ra…
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28 - How the US presidential election could impact the global economy
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How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected in November 2024, we could see some major shifts in policy and spendi…
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27 - Has the Economy Already Landed? Issues impacting the Canadian and U.S. economies and markets
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BMO Senior Economist Sal Guatieri is joined by Doug Porter, Chief Economist at BMO Financial Group, to discuss the impact that the labour market, food prices and energy costs are having on inflation in both Canada and the United States, as well as when interest rates may finally start to come down. Visit BMO.com/onlineinvesting for more information…
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26 - Better Financial Conditions Flag Soft Landing
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Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.…
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All is not well with the world’s second-largest economy. What do China’s recent economic struggles mean for the global economy and investors? BMO Senior Economist Sal Guatieri is joined by Art Woo, Director and senior economist at BMO, to assess whether China’s economy can remain an engine of global growth. Visit BMO.com/onlineinvesting for more in…
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24 - Do Current High-interest Rates Represent the New Normal?
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The highest borrowing costs since before the financial crisis of 2008 have upset investors’ assumptions of asset values, threatening to up-end housing prices. Long-term rates have climbed, alongside the highest policy rates in two decades, but no one expected those rates to scale 16-year peaks. So what does this mean moving forward? BMO Senior Econ…
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23 - How Housing Unaffordability Impacts Us All
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Housing affordability impacts everyone, from home buyers, to renters, to investors. BMO Senior Economist Sal Guatieri delves into the issue for both Canada and the United States, discussing how we got here and where affordability may be going, as well as implications for the economy and investors. Visit BMO.com/onlineinvesting for more information …
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22 - Are We Nearing the End of the Dark Inflation Tunnel?
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After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospects for inflation, interest rates and the economy and whether we now s…
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