Fed at Jackson Hole, Corporate Earnings & Why Value Still Wins - Top 3 This Week

In this week’s Top 3, Allan Small breaks down the key factors investors should watch heading into late August and September:

1. The Fed at Jackson Hole – Jerome Powell’s speech could set the tone for rate cuts, with markets betting on up to a 50 bps move in September.

2. Corporate Earnings – All eyes on Nvidia’s report and upcoming Canadian bank earnings from TD, CIBC, and Royal Bank. These results could drive the tech and financial sectors.

3. Buying Value in Volatile Times – Why growth at a reasonable price (GARP) continues to outperform during market uncertainty, and which names (Alphabet, Meta, Palantir, IBM) investors should watch.

Whether you’re focused on interest rates, tech stocks, or bank earnings, these insights will help guide smarter investment decisions in the weeks ahead.