Research

Economic and Market Updates

Weekly Strategy Perspectives: It AIn’t Over Yet

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

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BMO Nesbitt Burns Global Markets Commentary: Sensational and Sensationalism

Sensational has two main meanings: exceedingly good and sensationalized, or presenting information in a way intended to provoke hyped-up public interest, excitement or concern....

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Weekly Strategy Perspectives: Myth-Busting

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

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Global Trade Outlook: The Canada-U.S. Tariffs Challenge

Canada and the U.S. are struggling to define the next stage in one of the largest bilateral trade relationships in the world....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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BMO Nesbitt Burns Global Markets Commentary: New and Renewed Feuds

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....

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Weekly Strategy Perspectives: Anx-AI-ety Alley

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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