Walmart Hit Record Highs. Will Other Companies Follow?

Are Walmart’s strong earnings an indication of how consumers are spending? Will cooling inflation data affect the schedule for rate cuts?

Transforming businesses through climate strategy

As net zero evolves from ambition to action, the right corporate behaviours can help create a winning climate strategy.

Time to redeploy cash for fixed income?

Fixed income investors are enduring a historical drawdawn that began in August 2020, but we think they should refresh their perspective on the asset class as we head into 2024.

The Fed’s Last Stand: A Solitary Rate Cut Expected for 2024

As Spring begins to fade, the continuation of uncertainty on interest rate cuts remains of paramount importance.

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Sadiq Adatia
Sadiq Adatia
Commentary
May 21, 2024

Walmart Hit Record Highs. Will Other Companies Follow?

Are Walmart’s strong earnings an indication of how consumers are spending? Will cooling inflation data affect the schedule for rate cuts?
Steven Shepherd profile photo
Commentary
May 16, 2024

BMO ETF Portfolios’ May commentary: “Jerome and the very topsy, turvy market”

Following a stormy April, markets returned to the “bad news is good news dynamic”, following the U.S. Federal Reserve Board’s decision to hold rates…
House view
May 15, 2024

The Fed’s Last Stand: A Solitary Rate Cut Expected for 2024

As Spring begins to fade, the continuation of uncertainty on interest rate cuts remains of paramount importance.
Sadiq Adatia
Sadiq Adatia
Commentary
May 13, 2024

The Secret Recipe for an Earnings Rally

Is it resilient earnings or weak outlooks that are driving markets? Do business owners expect the economy to weaken?
Sadiq Adatia
Sadiq Adatia
Commentary
May 6, 2024

Hunting for Clues in Corporate Earnings

What do Starbucks and Apple’s earnings results reveal about consumer strength? Has the market accepted that only one rate cut is likely in 2024?
Sadiq Adatia
Sadiq Adatia
Commentary
April 29, 2024

The Tesla-Meta Paradox

What do Tesla and Meta’s earnings announcements mean for markets? Will sticky inflation alter the interest rate outlook?
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