Douglas Porter

Chief Economist and Managing Director Economics

Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group and author of the popular Talking Points, he oversees the macroeconomic and financial market forecasts and co-writes the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that has won numerous forecasting awards. Most recently, Douglas led the team to a #1 ranking for Top U.S. Forecaster among 60 global firms in the 2023 Focus Economics Survey, and #1 for Top Canadian Inflation Forecaster among 28 firms. Also, his team took the #1 spot in the StarMine Awards for Most Accurate Forecasters for Canada in 2022.

As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.

Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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Weekly Strategy Perspectives: Anx-AI-ety Alley

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....

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Weekly Strategy Perspectives: Regime Change Part II: The Evolution of Capital Markets

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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Global Trade Outlook: The USMCA and Beyond

Trade uncertainty in North America is here to stay for a while....

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Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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