Doug Porter

Doug Porter, Chief Economist at BMO, and Dante Rossi, BMO Wealth Director of Tax Planning, discuss the upcoming 2025 Canadian federal budget. They explore modest growth expectations amid global uncertainty and analyze key tax measures affecting individuals and businesses. Topics include the productivity super deduction, new personal tax credits, and housing initiatives aimed at affordability. Porter addresses implications of rising unemployment and the Canadian dollar's slide, while Rossi highlights missing elements in tax reform.

Doug Porter, Chief Economist at the Bank of Montreal, shares his insights on the unpredictable Canadian economy of 2024. He discusses the unexpected strength of U.S. GDP growth and the complexities of inflation versus unemployment. Porter analyzes the effects of recent U.S. election results on trade and currency while addressing forecasts for oil prices and inflation risks in 2025. Listen in for a fascinating look at how economic predictions are evolving and what they mean for Canada and beyond.

In this insightful discussion, Doug Porter, Chief Economist at BMO, shares his perspectives on GDP and inflation trends in the U.S. and Canada. Ernie Tedeschi, Yale’s Director of Economics, contrasts robust GDP growth with concerns about labor market dynamics and rising tariffs. Dan Phillips, BMO’s CIO, emphasizes a tactical investment approach amid evolving market risks, including the impact of AI and automation. The trio also explores the resilience of the Canadian economy and why government shutdowns typically leave markets unfazed.

Randy Ollenberger, Oil and Gas Analyst at BMO, breaks down supply disruptions, tanker flows and refined product bottlenecks. Doug Porter, Chief Economist at BMO, outlines how higher oil feeds inflation, trims growth and pressures central bank decisions. They discuss whether markets see a temporary shock or lasting geopolitical risk, impacts on LNG and Europe, and why inventories and product spreads matter for volatility.

Doug Porter, Chief Economist at BMO, gives macro perspectives on how oil shocks influence inflation, growth, and central bank moves. Randy Ollenberger, Oil & Gas Producers Analyst at BMO Capital Markets, breaks down supply disruptions, tanker logjams, and risks keeping oil above $100. They discuss who wins and who loses, second‑round cost effects, and implications for energy equities.