Will Hunter, Senior Investment Associate, PFP

After a back-and-forth week, the S&P 500 is just 1% from its all-time high (set in mid-August) and the VIX is probing multi-year lows.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Hasn't Hit Me Yet.” http://spr.ly/6006BGBlqm

The Bank of Canada held policy rates steady at 2.25% for the seventh straight meeting, as expected.

Read more about the decision from BMO’s Managing Director, Canadian Rates & Macro Strategist, Benjamin Reitzes. http://spr.ly/6000BG6zJe

Canada has been actively and aggressively seeking foreign investment since the trade war first flared. There are some early signs of mild success.

Doug Porter, Chief Economist, BMO provides his observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Waiting for Good Foreign Investment". http://spr.ly/6001B1FMh1

Following the high-profile breakdown of Canada-U.S. negotiations late last Friday, U.S. tariffs of 50% went into effect on US$20 billion of Canadian goods.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Making Smoot-Hawley Grate Again.” http://spr.ly/6006B1FEyr

2025 brought protectionist shifts in U.S. trade policy, spurring ongoing Canadian efforts for more internal trade—benefits will take time.

Michael Gregory, CFA, Deputy Chief Economist and Managing Director, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Internal Trade Checkup".
http://spr.ly/6003B1l7GR

The odds are reasonably good that U.S. inflation will return to the target without the Fed’s help.

Sal Guatieri, Senior Economist and Director, BMO Capital Markets, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Can the Fed Restore Price Stability Without Tightening?".
http://spr.ly/6006B1TJ3C

Next week brings not only the deadline for 50% U.S. tariffs but also the tenth anniversary of The Tragically Hip’s final concert. We enlist that group to assess the current state of play on the trade front and the economy more broadly.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “38 Years Old.” http://spr.ly/6006B1T1yY

AI has already had a large impact on agricultural productivity and recent leaps in the technology will help sustain that momentum.

Aaron Goertzen, CFA, Senior Economist and Director, BMO, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Will AI Help Agriculture Flourish?".
http://spr.ly/6002B11KRG

The combination of last week’s wishy-washy-on-hikes press conference, a pullback in energy prices, and a surprisingly soggy July payrolls result has thrown a wet blanket on tightening prospects.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Pump & Circumstance” http://spr.ly/6009B1EABB