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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?
Mar 14, 2025 - BMO Private Wealth
The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......
Read moreInvestment Strategy - March 2025
Mar 11, 2025 - BMO Private Wealth
As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......
Read moreStock market selloff – tariffs and then some
Mar 11, 2025 - BMO Private Wealth
Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......
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