Weekly Strategy Perspectives: Bear Hunting

Sep 26, 2025

The Through Line: Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear......

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Weekly Strategy Perspectives: Guest Feature - AI Beyond the CapEx Cycle

Sep 19, 2025

The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022......

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Weekly Strategy Perspectives: The Labor Market That Wasn’t

Sep 12, 2025

The Through Line: Capital markets absorbed Tuesday’s sizeable downward revision to jobs numbers with a lot more grace than they did a month ago when the run rate of a similar series was also sharply reduced. This week, we dive into the nuances of why...

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Weekly Strategy Perspectives: Spooky Season

Sep 05, 2025

Love it or hate it, pumpkin spice season is back. Along with it comes seasonal tales of statistically weak (September) and psychologically intimidating (October) potential market movement. While volatility is likely to reappear, sturdy fundamentals s...

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Peter FinneganA brief summary of the Canada Pension Plan and Old Age Security Estimates
By Peter Finnegan, Portfolio Manager

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Doug PorterCommentary from Our Chief Economist
Douglas Porter
Chief 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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