Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....
There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....
When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....
Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....
Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....
Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....
In the early days of the conflict, the priority was to understand and quantify the effect of higher energy prices and other key commodity supply disruptions on the global economy, inflation, plus monetary and fiscal policy....
Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....
Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....
Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....
Douglas 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