May GDP Slips, but June Rebound Eases Pressure for September Rate Cut Analysts say indicators still point to broader economic weakness, keeping rate cuts on the table for later in the year. Vikram Barhat
Apple Earnings: Strong iPhone Beat Brings Our Valuation Up and Tariff Costs Prove Light for Now William Kerwin, CFA
Amazon Earnings: Good Results With AWS Still a Winner; Fear on Profitability Guidance Is Overblown Dan Romanoff, CPA
Canadian Pacific Earnings: Merger Synergies Supporting Volume Growth; Margin Outlook Healthy Matthew Young, CFA
Kinross Gold Earnings: Impressive on Operating Leverage Due to Higher Gold Prices and Solid Volumes Jon Mills, CFA
Tilray Earnings: Strategic Moves Offer Some Help to Challenged Cannabis, but Alcohol Struggles Kristoffer Inton
Loblaw Earnings: Solid Top-Line Growth on Value Focus and Digital Engagement, but Shares Rich Dan Su, CFA
Waste Connections Earnings: 2025 Guidance Range Still Attainable Despite Some Headwinds Brian Bernard, CFA, CPA
West Fraser Earnings: Softening New Home Construction Takes Its Toll on Wood Product Prices Spencer Liberman
Alphabet Earnings: Google Search Remains Resilient as AI Adoption Drives Cloud Sales Malik Ahmed Khan, CFA
Tesla Earnings: Affordable Vehicle to Enter Production by End of Year as Robotaxi Testing Underway Seth Goldstein, CFA
Apple Earnings: Strong iPhone Beat Brings Our Valuation Up and Tariff Costs Prove Light for Now We think Apple stock looks fairly valued. William Kerwin, CFA
Amazon Earnings: Good Results With AWS Still a Winner; Fear on Profitability Guidance Is Overblown Dan Romanoff, CPA
Canadian Pacific Earnings: Merger Synergies Supporting Volume Growth; Margin Outlook Healthy Matthew Young, CFA
What Is the MER for Fund and ETF Investors? A fund’s MER can impact its overall returns. Vikram Barhat
May GDP Slips, but June Rebound Eases Pressure for September Rate Cut Analysts say indicators still point to broader economic weakness, keeping rate cuts on the table for later in the year. Vikram Barhat
The US Fed Tees Up a September Rate Cut, but Will it Happen? Powell sounds hawkish on inflation, but we still see two rate cuts in 2025. Preston Caldwell
Apple Earnings: Strong iPhone Beat Brings Our Valuation Up and Tariff Costs Prove Light for Now William Kerwin, CFA
Amazon Earnings: Good Results With AWS Still a Winner; Fear on Profitability Guidance Is Overblown Dan Romanoff, CPA
Canadian Pacific Earnings: Merger Synergies Supporting Volume Growth; Margin Outlook Healthy Matthew Young, CFA
The Deficit is the Biggest Risk for the US Bond Market, Says Matt Eagan of Loomis Sayles Leslie P. Norton