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August 17, 2026

What Walmart's and Target's upcoming results could suggest about the health of the consumer.

August 17, 2026

Lori’s thoughts on U.S. consumer resilience ahead of retail earnings this week, her explanation for why she doesn’t see any impediments to the buy America trade and more.

August 12, 2026

The latest market trends, earnings season takeaways, how her team is biased in favor of growth and U.S. equities continuing to lead and more.

August 12, 2026

What option skews tell us about markets, key takeaways from hyperscaler earnings, the AI trade, continued suppression of index volatility and more.

August 11, 2026

Nvidia teaming up with Wall Street asset managers on a $500 billion AI infrastructure push, if compute is an asset class and more

August 10, 2026

The fate of a Strait of Hormuz deal, Ukrainian attacks on Russian oil refineries and more.

August 10, 2026

Resilient European growth, energy markets, the global rates outlook and bond market risk (from 14:28)

August 7, 2026

Canada's latest job numbers, with 75,000 jobs added in July as unemployment drops to 6.4 per cent.

August 7, 2026

Tech sector valuations, the AI race, Federal Reserve outlook and more.

August 7, 2026

Analysis on the latest Canadian employment data, with Canada’s unemployment rate falling to 6.4 per cent in July

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