Weekly Strategy Perspectives: Portrait of the Consumer

Personal consumption represents the largest single component of economic activity in both the U.S. and Canada, yet key factors that influence it are frequently mischaracterized or misjudged....

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Global Trade Outlook: Tariff Risks and Energy Shock

Steve Verheul, Former Chief Trade Negotiator for Canada, will join a panel of BMO experts to share insights on the trade outlook and how businesses and investors can prepare....

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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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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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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


My Quarterly Newsletter

 

Please read my latest newsletter at the link

Click Here

 


 

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


Visit our Research & Market Updates page for the latest reports and commentary from our BMO Nesbitt Burns Portfolio Advisory Team, Economists and Analysts.