Dynamic

We’re excited to welcome Michael Hainsworth, Veteran BNN Senior Anchor and CTV Business Correspondent, as the new host of our podcast “On the Money with Dynamic.” Be on the lookout for our first episode dropping next week.

Businesses, confronted with unclear rules and future costs, have delayed capital investment, weakening economic activity and pulling 2025’s global GDP growth expectations down. While the sharpest downgrades may be behind us, thanks to new trade pacts and clearer tariff schedules, the world is bracing for a drawn-out period of below-trend growth. Read more:

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La période de déclaration des bénéfices du deuxième trimestre est bien engagée et presque le tiers des sociétés de l’indice S&P 500 ont à ce jour publié leurs résultats. Selon les estimations, la croissance combinée des bénéfices après prise en compte des déclarations récentes se situe actuellement à 6,3 %. Même si cette estimation demeure positive, la croissance des bénéfices serait en décélération pour un deuxième trimestre consécutif. L’effet des droits de douane commence à percoler et se fait sentir sur les résultats. On s’attend à ce que la marge bénéficiaire nette des sociétés se contracte ce trimestre après cinq trimestres consécutifs d’expansion. À l’extérieur de l’univers des sociétés à grande capitalisation, la croissance des bénéfices des entreprises devrait être nettement inférieure.   Lisez la suite.

Second quarter earnings season is well underway with roughly one-third of S&P 500 constituents releasing results thus far. The blended earnings growth estimate, which takes into account these reports, currently stands at +6.3%. While the estimate remains positive, this would mark the second consecutive quarter of growth deceleration. The impact of tariffs is starting to trickle to the bottom line with net profit margin expected to contract this quarter after five consecutive quarters of expansion. Outside of the large-cap space, companies are expected to show much lower growth rates.   Read for more.

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Un changement notable est survenu dans la perception des investisseurs, qui semblent convaincus que les risques de récession s’estompent et que les actions pourraient poursuivre leur élan à la hausse, tandis que les obligations resteront sous pression. Ce changement est survenu malgré les perturbations du commerce mondial causées par le nouveau régime tarifaire américain.   Ce virage vers la « démondialisation » n’est pas sans conséquence, particulièrement pour le marché obligataire. Lisez la suite.

There has been a notable shift in investment sentiment, reflecting a view that recession risks are fading, equities could continue their upward momentum, while bonds remain under pressure. This has occurred despite the ongoing evolution of international trade under new U.S. tariff policies. The shift towards deglobalization is not without consequences, particularly for the bond market. Read for more.