Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....
For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....
Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....
Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....
With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....
On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...
Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....
Geopolitics, persistent inflation, tariffs and rising government debt continue to shape the economic outlook across Canada, the U.S. and global markets. Yet despite heightened uncertainty and volatility, markets have proven remarkably resilient....
AI and the infrastructure needed to support its development and use have dominated much of the narrative – and stock market performance – since the release of ChatGPT in November 2022....
A brief summary of the Canada Pension Plan and Old Age Security Estimates By Peter Finnegan, Portfolio ManagerClick Here
Commentary from Our Chief EconomistDouglas PorterChief Economist, BMO Capital Markets
Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television. For Doug’s latest views on the economy, read his commentary Talking Points.
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