Investment Strategy - July 2024

Most people tend to be rational and value conscious. Case in point, Costco, a favourite retailer of ours, has built an empire by providing great quality products at excellent prices – consumers clearly like that business model....

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Global Markets Commentary - 2024 at the Half: A Good Time for Investors

The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...

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What does cooling inflation mean for the markets?

No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....

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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