The conflict in the Middle East continues to disrupt commodity and financial markets and cloud the economic outlook. Government efforts to stabilize oil markets have had a muted impact. A lasting energy shock could significantly change the outlook on inflation, monetary policy and borrowing costs, while pushing up the value of safe-haven assets.
Camilla Sutton, Managing Director, Head of Equity Research, Canada & U.K., BMO Capital Markets, moderated a timely discussion about the evolving conflict in the Middle East. Joining the discussion were:
Doug Porter, Managing Director and Chief Economist, BMO
Randy Ollenberger, Oil & Gas Analyst, BMO Capital Markets
Listen to the Markets Plus podcast based on the discussion: