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Welcome to 2025

BMO Views from the North

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Navigating Market Dynamics in 2025

This chapter explores the interplay between central bank policies and the political landscape leading up to 2025, examining upcoming elections and their potential impacts on fiscal strategies. The discussion highlights recent trends in treasury and mortgage markets, offering insights into yield behaviors and trading strategies amid shifting interest rates. It also addresses consumer mortgage decisions and the broader implications for the Canadian housing market and economy.

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