Pete Hofstra provided an update on North American equities, noting that the S&P 500 and TSX reached all-time highs, reflecting strong market performance. Politically, Elon Musk launched a new party, and the “Big, Beautiful Bill” made 2017 tax cuts permanent. In the energy sector, Canada shipped its first LNG to Asia, enhancing its global market presence. Investment-wise, Canada is becoming more attractive to foreign capital under the current government. However, geopolitical risks emerged as the U.S. and Israel bombed Iran, potentially impacting markets.

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