July saw capital markets react to conflict, discord and feuds: all the way from war in the Middle East to the return of U.S. tariff threats and a family feud at the U.S. Federal Reserve....
The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....
Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....
This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....
In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....
Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....
Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....
Trade uncertainty in North America is here to stay for a while....
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....
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