The Financial Post reports in its Friday edition that investors will be keeping an eye on how much money Canada's biggest lenders have set aside to tackle loans that may go bad when they release their second-quarter results later this month. The Post's Naimul Karim writes investors can expect provisions for credit losses (PCLs) to increase due to the negative impact of U.S. President Donald Trump's tariffs on the Canadian economy. Tariffs on an array of Canadian exports were imposed on March 4, and the Big Six earnings will cover the three-month period ending March 31. "As the Canadian banks and the markets digest a changing and challenging economic outlook, the second-quarter earnings will be another signpost as to where we are heading," Jefferies analyst John Aiken said in a note. "We expect allowances on performing loans to increase dramatically." Analysts predicted the Big Six would increase their PCLs ahead of Q1 results, which were released in February for the three-month period ending Jan. 31, because of the threat of U.S. tariffs. That, in turn, overshadowed to a certain extent that most of the banks comfortably beat analysts' expectations for the quarter. TD Bank kicks off the earnings season on May 22.