MAY 25·baystreet.ca▼
Housing, Employment Numbers Featured in Short Week in U.S.
The article previews a short U.S. and Canada market week after Memorial Day, highlighting housing, confidence, jobs, and earnings. It lists U.S. EPS results for PDD, AutoZone, Elbit, Salesforce, Synopsys, Marvell, Costco, Dell, and Autodesk, plus Canada banks’ and other firms’ EPS. Key data include S&P Case-Shiller (March), jobless claims and durable goods (May 23/April), and Canada payroll employment and GDP.
MAY 25·theglobeandmail.com→
Amber Kanwar’s Weekly Setup: What investors should watch for in Canadian bank earnings
Canadian banks report this week, with the group trading at record highs despite a bear market in major housing markets. Canaccord’s Matthew Lee says BMO, TD and RBC are well positioned for U.S. exposure, while longer Middle East conflict could hurt some international lenders. Valuations are at 23-year highs. Also: Salesforce (Agentforce scaling), Costco (post-Walmart demand/cost pressures), and Dell (AI server revenue +46% q/q; valuation/memory-price risks).
