Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape. Heightened uncertainty in the Strait of Hormuz has led to physical shortages of oil, natural gas, and other products, sending ripples through expectations for inflation, monetary policy, and investor sentiment.

On April 1, BMO leaders examined how the evolving conflict is influencing financial markets and the broader macroeconomic outlook.

Moderator:

Michael Miranda, Head of Investments, BMO Private Wealth North America

Speakers:

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  Doug Porter, Managing Director and Chief Economist, BMO

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  Randy Ollenberger, Oil & Gas Analyst, BMO Capital Markets

• 

  Brent Joyce, Chief Investment Strategist, BMO Private Wealth

Listen to the Markets Plus podcast based on the discussion: