Recent Publications
Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could
May 30, 2025 - BMO Private Wealth
The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......
Read moreWeekly Strategy Perspectives: Riding Herd on a Budget Deal
May 23, 2025 - BMO Private Wealth
The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......
Read moreWeekly Strategy Perspectives: Guest Feature – Fixed Income in Focus
Apr 18, 2025 - BMO Private Wealth
The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......
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