BMO Smarter Investing

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 Woo and Sal Guatieri as they discuss China’s econo...

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 information and to learn how you can start invest...

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 rates decline. Visit  BMO.com/onlineinvesting for mo...

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 spending. So, what could this mean for the economy? Visi...

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 and to learn how you can start investing today.

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.

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 information and to learn how you can start investin...

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 Economist Sal Guatieri breaks down similarities betwee...

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 and to learn how you can start investing today.

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 stand a decent chance of avoiding a recession. Visi...

Commercial real estate will no doubt face challenges in the year ahead, but the sector facing the toughest test will be office buildings. BMO Senior Economist Sal Guatieri takes a look at what the four main commercial real estate segments can expect, as they weather the storm of rising interest rates, tighter lending conditions, a weaker economy, and hybrid work patterns. Visit  BMO.com/onlineinve...

Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a bottoming in the Canadian housing market. Visit  BMO.com/onlineinvesting  for more information and to learn how you can...

Panic selling, cashing out, and trading frantically are common actions for investors during times of uncertainty. On today's special edition of BMO Smarter Investing, Silvio Stroescu, President of BMO InvestorLine talks with Brian Belski, Chief Investment Strategist about what investors can do to make smarter long-term plans with regard to their portfolios during these times.  Visit  BMO.com/onlin...

Recent bank failures have raised fears of a repeat of the 2008 financial crisis. What’s different today, and what are the chances it could happen again? Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss these issues and their potential impacts on the economy, inflation and interest rates. Visit  BMO.com/onlineinvesting for more information and to learn how you can start inve...

A vast reservoir of household savings and liquidity should continue to backstop spending in the U.S. and Canada for some time, shielding the economy from the full effects of monetary tightening. But this buffer could also act as a double-edged sword if it sustains inflation and leads to even higher interest rates. Sal Guatieri is joined by Michael Gregory, Deputy Chief Economist at BMO, to discuss...

When investors are building their portfolios, there are many options for them to consider. Innovation should be a high priority, as Cathie Wood, Founder, CEO, and CIO of Ark Invest, tells us in this episode. Erin Allen, VP of ETF Online Distribution for BMO ETFs, had the privilege of speaking with Cathie about disruptive innovation and how it could fit into a diversified portfolio. Any statement t...

With the U.S. and Canadian economies showing pockets of resilience, more investors are questioning whether either is still headed for a widely expected downturn in 2023. Sal Guatieri discusses whether BMO Economics has shifted its view on recession odds and why it still believes the slump will be fairly mild by historical comparisons. Visit  BMO.com/onlineinvesting  for more information and to lea...

With so many different events happening around the world affecting our economic outlook, what are some of the things we should be looking for to protect our investments? On this special edition of BMO Smarter Investing, Senior Economist Erik Johnson speaks with Nalini Feuilloley, Head of Responsible Investing for BMO Group Asset Management, about the issues and opportunities with responsible inves...

In this episode, Douglas Porter and Sal Guatieri revisit a conversation they had a few months ago on what’s driving inflation and where it is likely headed. With 2023 around the corner, there is no bigger influence than multi-decade high inflation on the outlook for interest rates, the economy, and financial markets. Visit  BMO.com/onlineinvesting  for more information and to learn how you can sta...

Soaring fuel costs have been one of the biggest points of contention over the last year, especially since the start of the invasion of Ukraine. With so much uncertainty about the global drivers of oil prices, what can we expect in the coming years? Sal Guatieri speaks with Senior Economist Art Woo about the oil price outlook and its impact on inflation, interest rates, and the economy. Visit  BMO....

Financial Literacy is important to us all, and in this episode, Jennifer Lee talks with Andrea Casciato and Jennifer So to provide insights on the importance of education and investing as part of BMO's commitment to real financial progress for every woman, so they’re prepared to seize every opportunity. Visit  BMO.com/onlineinvesting  for more information and to learn how you can start investing t...

As the business world is still recovering from the pandemic, some have struggled to catch up properly; the auto industry is no exception. With chip and semiconductor shortages being an issue along with short supply, what is being done to level out and get things back to a level of normalcy? Sal Gualtieri talks with Eric Johnson about the challenges being faced in the auto industry and what the out...

Inflation is running rampant for the first time in decades and it only seems to be worsening. How long can this continue and what can be done to settle it down? Douglas Porter and Sal Guatieri discuss the issues and potential consequences for the economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today  

With interest rates and inflation continuing to rise rapidly, the economic forecast is looking increasingly stormy. With central bankers facing their hardest inflation challenge in decades, Sal Guatieri and Jennifer Lee talk with Ben Reitzes, Managing Director and Canadian Rates & Macro Strategist for BMO Capital Markets, about the Canadian, European and American economies, providing insight i...

Like many areas, the commercial real estate market took a turn for the worse in the early days of the pandemic. But most sectors have bounced back nicely, and a few may still offer attractive investment returns in the current unsettled climate. In this episode, Sal Guatieri provides insight into where the commercial real estate market currently stands, and where it may be headed as society adopts...