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Market Outlooks
Weekly Macro Update: What Will Kill This Market?
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Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Market Outlooks
Economic growth rebounds but government support expected to roll off
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The recovery continues to pick up speed, particularly in the US and the UK where both nations have successfully vaccinated a majority of the population. The International Monetary Policy (IMF) have raised global Gross Domestic Product (GDP) growth forecasts by 0.8% to 6% for 2021.
Fixed Income Insights
June 2021 BMO Fixed Income Market Update
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U.S. GDP estimates released in May showed the economy grew 6.4% in the first quarter, unchanged from the prior estimate and modestly below expectations.
Market Outlooks
Transitory or sustained inflation?
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That is the question that continues to dominate markets. Central banks have been dogged in arguing the former. Richard Clarida of the Federal Reserve, for example, pointed to transitory factors such as base effects and supply chain bottlenecks that are behind the recent uptick in inflation.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
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With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Market Outlooks
Fiscal fails to disappoint
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Following the Democrats’ January win in the Georgia runoff election, we expected the Biden administration and Congress to move quickly on fiscal stimulus, though there were doubts as to whether the package would be as significant as the politicians promised.
Market Outlooks
Weekly Macro Update: Approaching Apogee
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Even as the U.S. economy rockets higher, last week's jobs miss will start to raise questions about what is a sustainable trajectory.
Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
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The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
Fixed Income Insights
April 2021 Fixed Income Market Update
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We continue to observe demand for income-generating assets with additional relative value opportunities across the sector, quality and security levels.
Market Outlooks
Weekly Macro Update: Investing Around the Next Round of Russia Sanctions
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Markets have learned to brace for each new set of measures, but now it’s more important to watch for any evolution in the bilateral relationship.
Market Outlooks
Weekly Macro Update: With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.
Behavioral Finance
Regular Contributions Drive Wealth
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.