Optimize Financial Group

This week's market update takes a closer look at the key events and trends that shaped markets this past week:

- Consumer spending continued to support economic growth.
- Softer inflation strengthened expectations for interest rates.
- AI investment stayed strong despite recent tech consolidation.
- KKR gained 8.20%, leading our portfolio for the week.
- Financials led gains while our Size strategy outperformed.

Next week, investors will be watching Canada's inflation report, U.S. jobless claims, and Canadian new housing price data.



Sources: Bloomberg (July 16, 2026), Optimize Asset Management (July 16, 2026)