Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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BMO Nesbitt Burns Global Markets Commentary: Goldilocks Held Hostage

In the early days of the conflict, the priority was to understand and quantify the effect of higher energy prices and other key commodity supply disruptions on the global economy, inflation, plus monetary and fiscal policy....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

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Weekly Strategy Perspectives: Q1 Earnings Update – It’s Fine, Everything’s Fine (Really)

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

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Weekly Strategy Perspectives: A Brave New World

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

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Middle East Conflict: Reading Market Signals About Risks

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

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Global Markets Commentary: Resounding Resilience

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

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Weekly Strategy Perspectives: Wrangling Risk

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....

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Government of Canada releases Spring Economic Update 2026

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

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Commentary from Our Chief Economist

 

 Doug PorterDouglas 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