Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Feb 27, 2026

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

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Weekly Strategy Perspectives: Still Nauseously Optimistic

Feb 20, 2026

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

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Weekly Strategy Perspectives: And the Story Line is…

Feb 13, 2026

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

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Commentary from Our Chief Economist

 

 Doug PorterDouglas Porter
 Chief Economist, BMO Capital Markets


Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television. 

For Doug’s latest views on the economy, read his commentary Talking Points

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