Why the economy in 2026 will be more resilient than many think

After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....

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Weekly Strategy Perspectives: Bonds Really DO Have More Fun

For many of us, stock markets are where the fun is (because they’re growth obsessed and chock full of interesting stories). Bonds, on the other hand, can be tough to wrap our heads and hearts around....

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Weekly Strategy Perspectives: Risky Business

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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BMO Nesbitt Burns Global Markets Commentary 2025 Year in Review: Resilience and Feedback

Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......

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Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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Weekly Strategy Perspectives: Fearless Forecasts

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

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Economic Outlook: Insights Into 2026

Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......

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Weekly Strategy Perspectives: Holiday Shoppers - Hopeful Harbinger or Hopelessly Over Their Skis?

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

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Weekly Strategy Perspectives: The Fed’s Duel(ing) Mandate

The Through Line: The Fed’s next interest rate decision has been hotly debated among finance types for weeks. Unlike other central banks whose only objective is controlling inflation, the U.S. Federal Reserve......

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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