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Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

Aug 29, 2025 - BMO Private Wealth

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......

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

Aug 22, 2025 - BMO Private Wealth

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...

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Weekly Strategy Perspectives: Animal Spirits on the Prowl

Aug 15, 2025 - BMO Private Wealth

The Through Line: After a long dry spell, a hopeful set of not-so-random events seems to be hinting at renewal in the initial public offering (IPO) and merger and acquisition (M&A) spaces. Head fake – or lasting trend? We parse the signs....

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Weekly Strategy Perspectives: Guest Feature: AI Insights

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

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Weekly Strategy Perspectives: What Could Go Right?

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

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......

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Stock market selloff – tariffs and then some

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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Weekly Strategy Perspectives: Breathe

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

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Global Markets Commentary: Tariff Tantrum

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

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Trade War – ACT II

Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from......

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Weekly Strategy Perspectives: When the only way out is through

The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......

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Weekly Strategy Perspectives: Nauseously Optimistic

The Through Line: Companies have navigated a mind-numbing blitz of challenges over the last decade, learning to dodge and weave adeptly......

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Weekly Strategy Perspectives: Tuning into the 10-Year

The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......

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