Focus — April 17, 2025

Commodities: In the Line of Tariff Fire

Carl Campus, Aaron Goertzen, CFA, Sarah Howcroft, CFA and Art Woo

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BMO Smarter Investing Podcast Series

Hosted by BMO Investorline

Award-Winning Forecasting in 2023 by BMO Economics:

#1 U.K. Pound
(among 28 global firms)
#3 Euro Area policy rates
(2^nd year in a row)
(among 24 global firms)
— Focus Economics Survey, May 2024

Talking Points — April 17, 2025

How Can You Mend a Broken Trade?

Douglas Porter, CFA, Chief Economist