Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

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BMO Private Investment Counsel Global Markets Commentary: New Shocks, Underlying Positive Trends Still Intact

February brought many developments to capital markets....

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BMO Nesbitt Burns Global Markets Commentary: New Shocks, Underlying Positive Trends Still Intact

February brought many developments to capital markets. For well-diversified investors, it was another strong month: global stock markets outside the U.S. rose – some sharply – and bonds also rallied....

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Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

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Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

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Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

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Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

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Weekly Strategy Perspectives: Nuggets versus Noise

 Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....

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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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BMO Private Investment Counsel Global Markets Commentary: January 2026 or 2025 Redux

A fright from the Japanese government bond market, President Donald Trump’s Greenlandic overtures (intensified then modified), and his nomination for the next Federal Reserve chair impacted the markets....

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