ZBK - FINB BMO équipondéré banques américaines

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley discuss the first quarter earnings from Canada’s ​“Big Six,” breaking down the recent results and the macro trends impacting markets. They also examine rising loan-loss provisions and commercial real estate and look back on the U.S. regional banking crisis a year after it began.

As prices prove to be more stubborn than expected, portfolio managers Charles-Lucien Myssie, Alfred Lee, and your host, Mckenzie Box, digest the latest U.S. CPI print and the broader inflation picture. They also discuss positioning equities ahead of potential rate cuts, U.S. banks, and covered call strategies.