Canadian Job Losses Mount in August, Sharply Boosting September Rate Cut Bets Analysts say the Bank of Canada needs to act as tariff damage spreads to the wider economy. Vikram Barhat
Trump’s Pressure on Fed Is Just the Latest US Policy Concern for Investors Ollie Smith and Vikram Barhat
Canadian Imperial Bank of Commerce Earnings: Net Interest Margin Expansion and Lower Provisioning Maoyuan Chen
Toronto-Dominion Earnings: Provisioning Improved, but US Segment’s Struggles Will Carry Into 2026 Maoyuan Chen
Royal Bank of Canada Earnings: Improved Services, Resources Results in Higher 2025 Revenue Guidance Maoyuan Chen
Bank of Montreal Earnings: Provisioning Increases Amid Trade Uncertainty, US Segment Still a Drag Maoyuan Chen
Bank of Nova Scotia Earnings: Provisioning Improved, Higher International Growth in 2026 Maoyuan Chen
Barrick Earnings: Solid, As Higher Gold Price More than Offsets Lower Volumes, Increased Unit Costs Jon Mills, CFA
Constellation Software Earnings: Organic Growth Drives Solid Quarter Despite Lower Acquired Revenue Alex Medow
Canadian Tire Earnings: Strong Sales Growth, but Higher Investment Unlikely to Yield Long-Term Gains Kristoffer Inton
3 Stocks that Just Got Their Fair Value Estimates Lowered Earnings and business disruption prompted analysts to scale back their valuations for these stocks. Vikram Barhat
A Desire for Diversification Runs Up Against Reality The strategy periodically holds mega-cap tech behemoths, but at smaller weights. Michael Dobson
Canadian Job Losses Mount in August, Sharply Boosting September Rate Cut Bets Analysts say the Bank of Canada needs to act as tariff damage spreads to the wider economy. Vikram Barhat
Trump’s Pressure on Fed Is Just the Latest US Policy Concern for Investors Ollie Smith and Vikram Barhat
Best- and Worst-Performing Canadian Stocks Barrick Mining and Kinross Gold rank among the best stocks in August 2025, while the worst include Thomson Reuters and Restaurant Brands International. Vikram Barhat
Trump’s Pressure on Fed Is Just the Latest US Policy Concern for Investors Ollie Smith and Vikram Barhat
BlackRock’s Wei Li: Despite Long-Term Uncertainties, the Near Term Looks Solid for US Stocks Sarah Hansen
Trump’s Pressure on Fed Is Just the Latest US Policy Concern for Investors Ollie Smith and Vikram Barhat
The Deficit is the Biggest Risk for the US Bond Market, Says Matt Eagan of Loomis Sayles Leslie P. Norton
Trump’s Pressure on Fed Is Just the Latest US Policy Concern for Investors Ollie Smith and Vikram Barhat