BMO Capital Markets CEO Alan Tannenbaum was joined by BMO Chief Investment Strategist François Trahan at the fourth annual BMO Insurance Distribution Forum in Beverly Hills to break down the forces shaping today’s markets. From the weakening U.S. dollar and Fed policy shifts to structural labor shortages and the impact of AI, their discussion explores how global stimulus, inflation dynamics, and demographic pressures could rewrite the rules for bonds, equities, and economic cycles.

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