In our very first YouTube Live (also released on the podcast feed), we pivot from a planned âall-banksâ episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanismâenergyâthrough the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump.
From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the âdo nothingâ historical playbook for geopolitical shocksâplus why oil-driven conflicts can be the exceptionâand wrap with how weâre thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands).
Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC.
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