This is the best summary I could come up with:

National Bank economist Stéfane Marion warns housing affordability woes are set to worsen amid another surge in immigration levels,

While this is a minor 4% increase to our price target, it reflects multiple signs that both sentiment and revision trends have bottomed and are beginning to improve, which we believe will be a key tailwind for valuation expansion into year-end.

We expect some idiosyncratic differences in results (BMO bouncing back from a very weak Q1/24, TD reflecting a provision for AML, and CM experiencing a drop in PCLs as CRE losses decline).

We do not expect material changes in the trends for NIMs [net interest margin] or loan growth, and we suspect Capital Markets-related revenues are not significantly different from Q1/24.

Big Tech’s defensible margins have scarcity value in an environment characterized by slowing growth and sticky inflation … What is the nearest and most likely catalyst for the rally to establish a broader base, and which segments of US equities are most likely to benefit?

Hamza spoke with several customers, channel partners and managements of 20+ private and public companies, including Microsoft, Check Point, CyberArk, and Tenable.

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