BMO Market Charts - January 19, 2021
Economic stimulus in perspective: the stimulus response to the COVID-19 crisis has meaningfully outpaced the response to the 2008 financial crisis, according to research by McKinsey & Co.
Weekly Macro Update: A Pessimist's Guide to the Rest of the Year
The base case is bright in spite of recent market jitters, but we’re watching 10 numbers that would signal a darker turn.
Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban
When I was in business school back in the late 1990s, I found that one of the most heavily used — and effective — teaching tools was the case study. Learning from what other companies and industries did or didn’t do was incredibly helpful in gaining understanding and insight.
Weekly Investment Commentary: Inflation fears weaken investor sentiment
The S&P 500 fell by 2.5% for the week, with growth stocks outperforming value for the first time in nine trading sessions. The rotation into value may have been temporarily stalled, due to potentially oversold conditions combined with decreasing yields.