Markets Plus

AI adoption isn’t one-size-fits-all. It’s shaped by industry, scale and geography. At our 2026 Government, Reserve and Asset Managers Conference, BMO experts Head of AI and CDAO,  Armando Benitez, and Matthew Goddard, Global Head, ETFs and Futures, Trading Products, joined Baiju Devani, Chief AI Officer at TMX Group, for a panel sharing practical lessons from implementing AI across the business fr...

North American trade could be at a crossroads. Steve Verheul, Canada's Chief Trade Negotiator for the USMCA during Trump's first term, and Douglas Porter, BMO’s Chief Economist, will share an insider’s perspective on the role of geopolitics in driving USMCA talks, a macroeconomic and markets outlook, and the negotiating leverage that Canada and the U.S. each have as they seek concessions.

What does it take to lead a family business while shaping the next generation? At a Latino Leaders Index 500 event in Chicago, April Diez, CEO of The Diez Group, and Linzie Venegas, President of The Ideal Group, share how they are building on the legacy of businesses founded by their parents, turning early lessons in sacrifice, work ethic and resilience into leadership at scale.

Darryl White, CEO of BMO Financial Group, recently sat down with Mark D. Wiseman, Canada’s Ambassador to the U.S., at the Canadian Club Toronto to find out what his experience has been four months into the job and what the future holds for Canadian business and U.S. growth, especially with the CUSMA/USMCA review window set to open July 1.

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of June 22nd, 2026, and respond to questions submitted by listeners and clients.

Nearly a decade after its initial signing, the USCMA faces its first major test as it enters its first major review. At the Conference de Montréal, Scott Brison moderated a panel with Steve Verheul, Kevin Brady and Ken Smith Ramos to discuss what the review could mean for the three countries as trade, supply chains and national security become harder to separate.

With generative AI rapidly finding applications across industries, the data centers that power these models are no longer back-office infrastructure, they are becoming strategic national assets. Kristin Milchanowski, Chief AI and Quantum Officer at BMO, joined a panel at the Conference de Montréal to discuss whether data center capacity can keep pace with AI demand.

In this episode of The Hedge Report, host Cheryl Ferguson, Managing Director in Global Markets, is joined by Benjamin Reitzes, Canadian Rates & Macro Strategist, for a focused discussion on the Canadian economic outlook. They explore what softer data signals, how the Bank of Canada is approaching policy, and the impact of global dynamics on rates and FX. 

At the International Economic Forum of the Americas’ (IEFA) 32nd Conférence de Montréal, Darryl White, CEO of BMO Financial Group, moderated a panel with François-Philippe Champagne, Minister of Finance and National Revenue, Canada Development and Mathias Cormann, Secretary-General of the Organisation for Economic Co-operation and Development (OECD) and Australia’s former Finance Minister, that di...

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchma...

Kristin Milchanowski sits down with Lt General Ross Coffman (Ret.) Army Futures Command to explore why so many organizations struggle to scale AI and technology investments.

From energy prices and inflation expectations to Treasury market behavior and policy implications, this episode provides a clear view of how geopolitical developments transmit through markets, and what it means for investors and business leaders navigating a rapidly shifting environment.  

On May 12, Ian Lyngen, Managing Director and Head of U.S. Rates Strategy, BMO Capital Markets, shared his thoughts on the outlook for the rates market at the 2026 BMO Real Assets Conference in New York. The Federal Reserve has a complicated path ahead amid growing uncertainty on inflation, growth and the labor market.

In the latest episode of Journeys to Growing the Good on Markets Plus, Issam Majeed, Managing Director, Diversified BMO Corporate Finance, and Yousuf Soliman, Chairman of Naturamarket.ca and CEO & Co‑Founder of Revive Superfoods, discuss the evolving health and wellness food industry—exploring how brands are fueling healthier lifestyles, pursuing disciplined growth, scaling e‑commerce through chan...

On May 6, BMO hosted a digital event to explore how equity markets, FX, and macro data are considering evolving geopolitical risks, pricing in potential outcomes while downplaying others.

In this episode of Markets Plus, Alan Tannenbaum, CEO of BMO Capital Markets, joined a panel of industry experts at the 2026 Milken Global Conference to discuss the outlook for M&A and IPOs.

In this episode from Metal Matters, Helen Amos reviews key debates over CESCO Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing Western-listed mining companies in their pursuit of copper growth. Demand-side headwinds from higher oil prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global...

Presented by the BMO Institute for Applied Artificial Intelligence & Quantum, the inaugural episode of Return on Intelligence on Markets Plus features Mona Malone, Chief Administrative Officer, Chief Human Resources Officer and Head of People, Culture & Brand, BMO Financial Group, and Kristin Milchanowski, Chief AI and Quantum Officer at BMO, who explore what it really takes to turn AI investment...

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 order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq...

On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of BMO experts to share perspectives on the trade outlook and how businesses and investors can prepare.

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

In this episode of Metal Matters on Markets Plus, Helen Amos and Joel Jackson discuss disruptions to fertilizer 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 to plug the gap. They discuss how this compares in scale with the onset of the Russia/...

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2026, and respond to questions submitted by listeners and clients. 

On March 17, BMO hosted a timely discussion about the outlook on oil prices, financial markets and the impact on growth in the U.S. and Canada as well as asset allocation. Featuring a panel of BMO experts, the conversation will explore the market and economic impact of the conflict in the current environment and factors that could help stabilize market volatility as the situation evolves. 

Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. On March 10, BMO Equity Research analysts Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel discussed their latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.