North American stocks out of favour amid recession risks
Outlook uncertain after bonus pool reaches record heights
Rush to get ahead of higher U.S. tariffs reflected in early trade data
As profits rise, banks boost capital strength, dividend payout ratios
China imposed retaliatory tariffs on some Canadian agricultural exports last week
Local boots on the ground needed to defend investors, state regs tell Congress
Companies face direct effects on supply chains, indirect impact from weaker growth
Many companies exposed to drastic government cuts, operational disruptions
Fed forecast to cut deeper with the possibility of a recession looming in the U.S.
Invesco’s Rene Reyna is (kind of) all in on AI, Chinese tech, U.S. defence and big American banks
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