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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

RBC bank analyst Darko Mihelic previewed earnings reports for the sector and presented top picks,

“We adjust our Q3/25 estimates modestly (little tweaks to capital markets and other individual bank adjustments) and expect approximately 6-per-cent year-over-year growth and a healthy 6-per-cent quarter-over-quarter increase in core EPS on average for the large Canadian banks in our coverage, mainly because we do not expect the performing reserve builds in Q2/25 to repeat. We model muted loan growth while NII/NIMs are still supported by tractors and we expect capital markets and

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