Weekly Strategy Perspectives: Bonds Behaving Badly

Fixed income markets have had a rough go of it in the last couple months....

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BMO Nesbitt Burns Global Markets Commentary: Solid start interrupted, not derailed (so far)

The opening quarter of 2026 brought more shocks to the global economy and capital markets, culminating with the conflict in the Middle East – capital markets are being resilient....

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Middle East Conflict: Economic and Market Ripple Effects

Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....

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Weekly Strategy Perspectives: Global Policy Pivot – What Game Are We Playing?

From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....

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Weekly Strategy Perspectives: Just the FAQs

Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....

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Middle East Conflict: In Search of Economic and Market Stability

The conflict in the Middle East continues to disrupt commodity and financial markets and cloud the economic outlook....

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Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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Weekly Strategy Perspectives: Private Credit – Brewing Crisis or Tempest in a Teapot?

Private credit has had a rough go of it lately after an extended period of heady growth and robust investor enthusiasm....

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Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

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BMO Nesbitt Burns Global Markets Commentary: New Shocks, Underlying Positive Trends Still Intact

February brought many developments to capital markets. For well-diversified investors, it was another strong month: global stock markets outside the U.S. rose – some sharply – and bonds also rallied....

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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