Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

Read more

Weekly Strategy Perspectives: Guest Feature: U.S. Data Quality - in the Line of Fire

The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...

Read more

Investment Strategy - August 2025

Global equities performed well over the course of July. The strength can be attributed to a number of factors, but a key driver has been an economic, trade, and monetary policy backdrop that’s had more positive than negative developments of late. For...

Read more

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