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Air Canada Cuts Full-Year Profit Forecast
Michael Dehal of Dehal Investment Partners/Raymond James discusses market outlook after Air Canada lowers its full-year profit forecast on BNN Bloomberg.
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What stands out
Michael Dehal, a senior portfolio manager at Dehal Investment Partners/Raymond James, appears on BNN Bloomberg the day Air Canada cut its full-year profit forecast, and he uses that headline to talk through market positioning and risk appetite. The most notable moment is how Dehal frames airline weakness as a microcosm for profit-margin pressure across cyclical sectors, not just a one-off travel story, which shifts the conversation from individual stock news to broader earnings sensitivity. His interview captures how a single corporate guide-down can ripple into portfolio positioning at advisory firms.