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In this episode, Tariffs & the Economic Landscape with Michael Gregory, Mike Miranda, sits down with Michael Gregory, Deputy Chief Economist for BMO …
Week Ending 06-27-2025. The Through Line: Investors grappled with an unusually large helping of headlines in the first six months of 2025, prompting…
The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This …
Mike Miranda sits down with BMO's senior strategists Brent Joyce and Carol Schleif to dissect the first half of 2025's most surprising market develop…
Week Ending 06-13-2025. The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. F…
Week Ending 06-06-2025. The Through Line: Business leaders entered the year with high hopes for a constructive economic backdrop. The events of the …
The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to dec…
The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a cl…
The Through Line: In the first 100 days of the second Donald Trump presidency, he and his administration have carried out bold and far-reaching moves…
The Through Line: U.S. economic performance has been the envy of the developed world for much of the post-COVID period, pushing the country’s major m…