Recent Posts
Weekly Strategy Perspectives: Guest Feature - Dissing the Dollar
Jun 20, 2025 - BMO Private Wealth
The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......
Read moreWeekly Strategy Perspectives: Climbing the Wall of Worry
Jun 13, 2025 - BMO Private Wealth
The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......
Read moreWeekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could
May 30, 2025 - BMO Private Wealth
The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......
Read moreWeekly Strategy Perspectives: Riding Herd on a Budget Deal
May 23, 2025 - BMO Private Wealth
The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......
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