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Days Of Thunder & A Conversation With BMO’s Brian Belski

RiskReversal Pod

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Are You Buying or Selling?

I expect volatility to stay with us until sadly, I think the Fed either pivots or quite frankly does QE. But in addition to that, I also expect the banks to sort of recoup some of these losses that aren't going to increase their cost of capital. And again, as we go into Q1 earnings and the banks will be reporting first pretty much in mid-April, that's going to be quite a time. The best case scenario for the stock market is it kind of hangs here until there's a bit more clarity here.

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