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Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

Jul 24, 2026 - BMO Private Wealth

Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....

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Weekly Strategy Perspectives: Regime Change Part II: The Evolution of Capital Markets

Jul 17, 2026 - BMO Private Wealth

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

Jul 10, 2026 - BMO Private Wealth

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Weekly Strategy Perspectives: Bonds Behaving Badly

Fixed income markets have had a rough go of it in the last couple months....

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Middle East Conflict: Economic and Market Ripple Effects

Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....

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Weekly Strategy Perspectives: Global Policy Pivot – What Game Are We Playing?

From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....

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Weekly Strategy Perspectives: Just the FAQs

Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....

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Middle East Conflict: In Search of Economic and Market Stability

The conflict in the Middle East continues to disrupt commodity and financial markets and cloud the economic outlook....

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Weekly Strategy Perspectives: Private Credit – Brewing Crisis or Tempest in a Teapot?

Private credit has had a rough go of it lately after an extended period of heady growth and robust investor enthusiasm....

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Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

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Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

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Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

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