Rising geopolitical tensions and renewed fears of a tariff-driven trade war have injected fresh uncertainty and volatility into global markets. To help investors make sense of it all, we sat down on April 8th with prominent Wall Street strategist, Ed Yardeni, to ask five questions that are top of mind for investors.
Insights: Video
BMO/BNS Q1 2025 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. On Tuesday February 25th, 2025, Rob Wessel was on BNN Bloomberg discussing: (i) valuations and key takeaways; (ii) the impact of the U.S. ‘wildcard’ on the Canadian economy and banking sector, and (iii) opportunities for fiscal policies to boost Canadian Bank stocks.
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
On February 13, 2025, we hosted a live Canadian bank webcast with Rob Wessel, Executive Chairman & Co-Founder of Hamilton ETFs and one of Canada’s leading experts in the financial services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Replay: Market Outlook with Ed Yardeni (2025-02-05)
Last week, we hosted our 7th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.
Canadian Banks Q4 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday to provide his insights on the Canadian banks as they report Q4 2024 earnings, which began with Bank of Nova Scotia. He also discusses valuations for the sector and the key themes for investors to watch for this quarter.
Replay: Market Outlook with Ed Yardeni (Sep. 2024)
On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.
Canadian Banks Q3 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday for the beginning of Canadian Bank Q3 Earnings to discuss TD Bank results and what they could mean for the rest of the group. In particular, Rob provided his outlook on the individual issues facing each bank and their impact on valuations.
TD Bank: Where to From Here? (Video)
In our latest video, Rob Wessel discusses the key issues facing TD Bank in light of its recent challenges related to anti-money laundering. In particular, Rob identifies four key issues and three possible scenarios on where TD Bank stock could go from here.
Canadian Banks Q2 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg last week for the beginning of Canadian bank earnings to discuss TD Bank results and what they could mean for the rest of the group. He also provided his thoughts on: (i) TD Bank’s anti-money laundering probe; (ii) risks of mortgage resets; and (iii) the catalysts needed to drive better performance from Canadian bank stocks going forward. BNN Bloomberg: Rob…
Replay: Market Outlook with Ed Yardeni — Roaring 20s Still Ahead?
On April 2nd, 2024, we hosted a webcast with prominent Wall Street strategist, Ed Yardeni, where he provided his thoughts on U.S. equity markets, how the 2020s might be another ‘Roaring 20s, and what could cloud this optimistic outlook. Ed has been one of themost influential Wall Street strategists over the last 30 years and is regularly on CNBC and Bloomberg TV. For more…
Canadian Banks: Buying Opportunity? (BNN Video)
Rob Wessel was on BNN Bloomberg to discuss the catalysts needed to get Canadian bank stocks moving from their low valuations, and if now is the right time to buy.
BMO/BNS Q1 2024 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. This morning, Rob Wessel was on BNN Bloomberg discussing his key takeaways (see video below).