Insights

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

We discuss the second-quarter earnings season, which is just wrapping up, and offer insights into the current state of the U.S. consumer.

While we tend to focus on issues in North America, we also closely monitor developments overseas. Below, we take a closer look at Europe, discussing a few developments and providing a brief investment update.

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...

The Ansari & Hodgins Group discuss some takeaways from the Canadian banks, the Canadian economy and its stock market performance to date.

Two developments were particularly noteworthy. The first is a significant shift in U.S. interest rate expectations due to recent inflation data. The second concerns heightened geopolitical tensions in the Middle East.

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

The “Magnificent Seven” technology-centric stocks, which make up nearly 30% of the U.S. S&P 500 index, have been crucial to driving the market’s overall earnings growth due to their sheer size and influence.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.