Geopolitical tensions involving Iran and the Middle East conflict are still present, and physical disruptions to energy markets remain. However, financial markets have recently reflected a focus less on headlines and energy shocks and more on positive economic fundamentals and strong AI-related investment.

On May 6, BMO experts examined how equity markets, FX, and macro data are considering evolving geopolitical risks, pricing in potential outcomes while downplaying others.

Moderator:

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  Michael Miranda, President of BMO Family Office and Head of Investments, BMO Private Wealth North America

Speakers:

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  Randy Ollenberger, Managing Director, Oil and Gas Research, BMO Capital Markets

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  Doug Porter, Managing Director and Chief Economist, BMO

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  Katherine Krantz, Managing Director, Portfolio Strategy, BMO Capital Markets