The Through Line: Markets were pleasantly surprised that incoming President Donald Trump did not include overt tariff actions among the many executive orders signed on his first day in office......
Hold onto your hats. Amid the ongoing political upheaval in Ottawa and Washington, and amped up by the looming threat of tariffs, don’t be surprised if economists write their forecasts in pencil this year. Still, one of BMO’s leading economists......
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....
The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......
After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...
For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....
Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....
As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....
The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......
July saw global equity markets heat up even further and extend their year-to-date gains. They were fuelled by more Goldilocks (not too hot, not too cold) data on the global economy, inflation, and some better news from China at last....
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Deputy Chief Economist, Michael Gregory
Mike Gill hosted an exclusive sit down with Deputy Chief Economist, Michael Gregory on January 7th 2021 as he provided an economic and market update and outlook for 2021.
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Chief Economist, Doug Porter
Hosted by Mike Gill, Director and Senior Investment Counsellor, an exclusive sit down with Chief Economist, Doug Porter as he provides an update to Canada's market and economic outlook.
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