Insights

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......

The Through Line: Although the year is still in its infancy, markets have already been confronted with several volatility-inducing macro surprises. Determining if or how the developments will bend the fundamental arc of industry or economic......

Lingering risk of trade tariffs being introduced by the U.S. and Canadian governments has injected uncertainty into the economic and investment outlook, though there may be long-term opportunities despite financial market......

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: Over the weekend, it was announced that U.S. President Donald Trump intended to institute a blanket 25% tariff on all goods imported from Mexico and a similar 25% on all imports from Canada except energy which will be levied at 10%....