In this episode, Simon and Dan dig into earnings of 4 of Canada’s largest banks. Despite some strong showings in some of the segments, banks are setting aside more for provisions for credit losses. Simon and Dan break down how tariffs, macro uncertainty, and shifting consumer dynamics are impacting each bank’s performance and outlook.

Tickers of stocks discussed: TD.TO, BNS.TO, RY.TO, CM.TO

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Mixed Signals from Canada’s Big Banks

The Canadian Investor