Newsletter
📈 Canada Looks for Small Trade Wins as Gold Breaks Records
Ottawa is pivoting to small victories as tariff gridlock with the U.S. drags on. While a full trade deal remains elusive, behind-the-scenes talks and industry-specific support could offer relief to sectors under pressure.
📈 Nvidia Surges, Banks Bounce Back as Caution Lingers
AI isn’t cooling off, and neither are Canada’s banks. Nvidia once again shattered expectations with record-breaking earnings driven by relentless demand for AI infrastructure. Meanwhile, RBC, BMO, and Scotiabank delivered strong profit growth, a sign that economic uncertainty may be easing, at least for now.
📈 Carney Talks Trade, Fed Talks Tough: Markets on Edge
With trade tensions lingering and central bankers walking a fine line, markets are watching every move from Ottawa to Jackson Hole. PM Carney and President Trump reopened talks on a new economic and security pact, while Fed officials signaled caution on cutting rates too soon. Inflation is still a concern, tariffs are back in focus, and Powell’s next words could set the tone for the fall.
📈 Crypto Cools, Gold Glows: Markets Search for Safe Ground
Crypto markets hit the brakes while gold holds steady — two very different reactions to the same signals. As inflation data comes in hotter than expected and the Fed’s next move grows less certain, Bitcoin and Ethereum are feeling the pressure.
