On March 9, Camilla Sutton, Managing Director, Head of Equity Research, Canada & U.K., BMO Capital Markets, sat down with Randy Ollenberger, Oil & Gas Producers Analyst, BMO Capital Markets, and Doug Porter, Chief Economist, BMO, to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock. The conversation traces recent geopolitical developments, reactions across energy commodities and equities, and risks surrounding the Strait of Hormuz. Doug Porter assesses inflation, growth, and central bank implications for Canada and the U.S., while Randy Ollenberger outlines scenarios keeping oil above $100 or pulling it back lower.
Listen to the full conversation:
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