Knowledge Centre

January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......

On February 1, U.S. President Trump signed an executive order imposing a 25% tariff on all non-energy imports from Canada and a 10% tariff on energy imports (effective February 4). In separate executive orders, a 25% tariff was levied on all imports...

The Through Line: Over the weekend, it was announced that U.S. President Donald Trump intended to institute a blanket 25% tariff on all goods imported from Mexico and a similar 25% on all imports from Canada except energy which will be levied at 10%....

The Through Line: Price fluctuations are a normal (if uncomfortable) part of being an investor in public markets. However, there’s a difference between knowing this in our heads and wading through it with churning stomachs. Understanding volatility a...

The Through Line: Markets were pleasantly surprised that incoming President Donald Trump did not include overt tariff actions among the many executive orders signed on his first day in office......

Hold onto your hats. Amid the ongoing political upheaval in Ottawa and Washington, and amped up by the looming threat of tariffs, don’t be surprised if economists write their forecasts in pencil this year. Still, one of BMO’s leading economists......

The Through Line: For much of 2024, stock and bond prices rose as investors reacted to solid economic progress and the prospect of central banks launching rate-cutting campaigns....

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...