Publications

The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......

Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......

While he wasn’t invited, Donald Trump still made his presence felt at the Outlook for 2025 conference held in Old Montreal before an audience of one hundred BMO customers......

January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

On February 1, U.S. President Trump signed an executive order imposing a 25% tariff on all non-energy imports from Canada and a 10% tariff on energy imports (effective February 4). In separate executive orders, a 25% tariff was levied on all imports...

The Through Line: For much of 2024, stock and bond prices rose as investors reacted to solid economic progress and the prospect of central banks launching rate-cutting campaigns....

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...