Weekly Strategy Perspectives: Reassessing the AI Trade: Beanie Baby or Birkin bag?

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Rebalancing the World Order

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Trade tensions weigh on the 2026 Federal Budget

Our experts examine key themes to watch for this year's budget....

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Weekly Strategy Perspectives: Q3 Earnings Watch: Scaling the Wall of Worry

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Nuggets vs. Noise: Q3 Review and Q4 Outlook

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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BMO Nesbitt Burns Global Markets Commentary: Script Flip

In the third quarter of 2026, several prevailing narratives – both positive and negative – moved farther and faster than expected....

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Canada Investment Summit: What It Means for Businesses and Investors

The Canada Investment Summit brought renewed attention to investment opportunities in the country and new, as well as pre-existing, strategies for influencing economic growth and competitiveness....

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Weekly Strategy Perspectives: The Great Normalization

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Debunking the Myths of Spooky Season

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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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