In this episode we look back at Q2 2023 and examine the major factors at play. The US stock market is officially a bull market with the S&P 500 gaining more than 20% after the lows of 2022. A quick look at which companies are leading this rally show it may not be as broad as it appears.

We also discuss inflation and interest rates, with Prime being the highest its been in 22 years here in Canada. Are the rate hikes done? Inflation is trending down, but what does that mean? Tune in to find out our thoughts.

If you have questions, topic ideas or want to discuss your own investments please reach out, we’d love to hear from you. Email us at info@towerasset.ca.