Weekly Strategy Perspectives: Q3 Earnings Watch: Scaling the Wall of Worry

BMO Private Wealth - Oct 09, 2026

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets.

office buildings with line graph superimposed.

“Hope is not a strategy. Luck is not a factor. Fear is not an option.”
– James Cameron, filmmaker and explorer

The Through Line: Stock market indexes in the U.S. and Canada remain near all-time highs despite an abundance of thorny issues. They’ve accomplished this feat by building solid fundamentals – not through hope or luck. For company leaders, moving fearlessly forward in an uncertain environment has paid off with toned muscle memory for how to survive repeated challenges and thrive on the other side. The bar is set high for more of the same when Q3 earnings are released in coming weeks. We discuss whether we agree – or not – and what the focus of our attention should be.

To read the full report, click here.

 

 

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