Publications

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%....

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......

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......

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....

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

In his 2025 Market Outlook, BMO Capital Markets’ Chief Investment Strategist Brian Belski expects Canadian equities to build on a surprisingly strong 2024—possibly outperforming U.S stocks....

U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues....

Major news agencies have called the victory for former President Trump and control of the Senate for Republicans. While votes are still coming in, it is quite possible that President Trump will win both the popular vote and all seven swing states....