Optimize Financial Group

Take a closer look at the key trends shaping recent market performance in our latest market update:

• Housing continues to stabilize as inventory and affordability improve.
• Major U.S. banks enter earnings season from a position of strength.
• Rising energy prices highlight the importance of maintaining a diversified portfolio.
• Apple gained 6.46%, leading our portfolio for the week.
• Information Technology led gains while Size strategy outperformed.

Next week, investors will be watching the U.S. Consumer Price Index, the Bank of Canada interest rate decision, and U.S. retail sales data.



Sources: Bloomberg (July 9, 2026), Optimize Asset Management (July 9, 2026)

This week's market update covers the key developments shaping markets and portfolios:

- AI infrastructure investment continues to accelerate across key sectors.
- The U.S. labour market remains resilient.
- Tech leaders are investing heavily in AI and future growth.
- Honeywell gained 11.04%.
- Financials led gains as bank strength supported performance.

Sources: Bloomberg (June 18, 2026), Optimize Asset Management (June 18, 2026), U.S. Bureau of Economic Analysis (June 18, 2026), Statistics Canada (June 18, 2026)

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