Investment Strategy - March 2024

Global stock markets continued to defy various bearish accounts in 2023, and so far in 2024. With the notable exception of China, which is mired in a painful growth slowdown, major stock markets around the world, notably Europe (EURO STOXX 50), North...

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Global Markets Commentary: Rolling Recessions and No Landings

February brought more positive macroeconomic data, which ranged from largely good to Goldilocks (not too hot, not too cold). The global economy continues to improve. Fewer investment gurus are predicting recession and the holdouts are finding it toug...

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Federal Budget 2024 – Do no harm

Heading into last year’s Federal Budget, Ottawa was fretting over the economy and how high inflation could damage household finances. Today, those pressures are less pronounced – inflation has cooled and the economy is proving to be resilient....

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Focus

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.
Focus

Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly