Bethany Wheeler - BMO Private Wealth

Bond yields almost everywhere have ratcheted up this year, driven primarily by higher real yields—a normalization or the start of a trend?

Douglas Porter, CFA, Chief Economist and Managing Director, BMO, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Brave New Yields".
http://spr.ly/6005BE2K9z

We review recent U.S. moves on the Section 338 and 301 tariff fronts.

Michael Gregory, Deputy Chief Economist, BMO Capital Markets, and Shelly Kaushik, Senior Economist, BMO Capital Markets, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Are Canadian Financial Strains Easing?"
http://spr.ly/6004BEdqpm

Financial stress on Canadian households remains elevated but may be subsiding.

Sal Guatieri, Senior Economist and Director, BMO Capital Markets, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Are Canadian Financial Strains Easing?"
http://spr.ly/6004BEdqpm

Canadian population growth has swung from historic highs to a historic low. Is this good or bad for the economy?

Douglas Porter, CFA, Chief Economist and Managing Director, BMO, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Net Zero Population: Bad News or Good?"
http://spr.ly/6009BE3Q1c

Amid stable home prices and limited interest rate relief, income growth is what should improve housing affordability over time.

Michael Gregory, Deputy Chief Economist and Managing Director Economics, BMO Capital Markets, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "U.S. Housing: In Search of Affordability." http://spr.ly/6000BDfbyK

Although U.S. payroll gains have quickened this year, other job indicators remain weak, warranting a patient Fed.

Sal Guatieri, Senior Economist and Director, BMO Capital Markets, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, “Is U.S. Job Growth Really Picking Up?”.
http://spr.ly/6007BDWVCL

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Musings on the State of the AI Trade" http://spr.ly/6000BDmZZY

Given that several forces are driving U.S. productivity and AI can only help, the revival should persist.

Scott Anderson, Chief U.S. Economist and Managing Director, BMO, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, “Is the U.S. Productivity Revival Sustainable?”.
http://spr.ly/6007BDRyRZ

With fertility rates plunging below replacement levels in Canada and elsewhere, we look at what it means for the economy and policymakers.

Robert Kavcic, Senior Economist and Director, BMO Capital Market, provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, “Stork Reality: The Economics of Fewer Babies”.
http://spr.ly/6004B87loo