Theo's Thoughts - Topics of Interest

They examine the evolving tariff environment and its implications for growth and inflation across the U.S., Canada, and global markets....

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with BMO Private Wealth's senior investment strategists Brent Joyce and Carol Schleif to dissect the first half of 2025's most surprising market developments......

The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......