The George Davis Report: April 2026 edition
Winds of War - George discusses some of RBC’s forecast changes in response to the Iran war.

Fed change is afoot, in more ways than one
A new era is at hand with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

Should You Downsize Your Home?
Ask anyone who’s approaching retirement what their view is on downsizing and odds are they’ve given it some thought at one point. We provide our thoughts on the matter.

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All the best,
Vito, Rachelle and Sarah