📈 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.

Big moves on both the political and digital fronts. Prime Minister Carney rolled out a shortlist of nation-building infrastructure projects totaling over $60 billion, signaling a push toward long-term economic resilience and energy independence. Meanwhile, Bitcoin is quietly surging again, as miners reduce selling and network strength hits record highs a combination that's catching investor attention.

Stay sharp with B-TV’s latest feature.

Visit www.b-tv.com for exclusive updates and breaking news, helping you make informed investment decisions before the rest of the market catches on.

Let’s see where the markets take us next.

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Here's how some major markets/indexes performed in the last 5-days:

  • Dow Jones: 45,943 (1.13%)
  • Nasdaq 100: 24,082 (1.36%)
  • TSX: 29,268 (0.68%)
  • BTC: 115,950 (4.33%)
  • Ethereum: 4,591 (6.63%)

(USD)

As of 09/12/2025 at 10:30AM PST

Carney’s $60B Bet on Canada’s Future

What happened:
Prime Minister Mark Carney has unveiled the first five major infrastructure projects that will fall under Ottawa’s new Major Projects Office — a national effort to fast-track “nation-building” projects. Together, the initial projects represent more than $60 billion in investment across energy, logistics, and critical minerals.

The list includes:

  • LNG Canada Phase 2 (B.C.): Doubling LNG output, aiming to become the world’s second-largest facility of its kind.
  • Darlington SMR Project (Ontario): Canada’s first small modular nuclear reactor, projected to power over 1 million homes long-term.
  • Port of MontrĂŠal Expansion (QuĂŠbec): A 60% capacity boost to strengthen supply chains and increase Eastern export volume.
  • McIlvenna Bay (Sask.): A critical minerals copper-zinc mine, positioned as Canada’s first net-zero copper project.
  • Red Chris Mine Expansion (B.C.): A copper-gold mine with reduced emissions and strong Indigenous partnerships.

Why it matters:
The projects are part of a larger strategy to increase Canada’s economic independence, reduce U.S. trade reliance, and stake a global claim in energy and mineral supply chains. The new Major Projects Office promises a faster approval process and stronger collaboration with provinces and Indigenous communities — a shift that could reshape how infrastructure gets built in this country.

Bottom line:
This isn’t just an infrastructure plan. It’s a blueprint for Canada’s industrial future — one focused on clean energy, trade diversification, and strategic autonomy.

usgold-1

With gold and copper at historic highs, U.S. Gold Corp. (NASDAQ: USAU) is preparing to develop its fully permitted asset in Wyoming while also progressing exploration-stage opportunities in Nevada and Idaho.

Learn more ➤

medicus

Medicus Pharma (NASDAQ: MDCX) is transforming skin cancer care with its innovative, non-invasive chemotherapy delivery system, providing a safer and more effective alternative to traditional surgery.

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Bitcoin Climbs as Miners Hold and Hash Power Hits Record High

What happened:
Bitcoin rallied to over $115,000 this week, boosted by a sharp shift in miner behavior and historic strength in its network fundamentals. Instead of selling into recent gains, miners have been accumulating and holding — a trend confirmed by a steep decline in BTC deposits to exchanges like Binance. At the same time, Bitcoin’s hash rate surged to an all-time high of 1.12 billion TH/s, signaling rising investment and competition among miners.

Why it matters:
With miners holding onto supply and network security stronger than ever, selling pressure has cooled. This supply squeeze, paired with optimism around Fed rate cuts and strong equity markets, is fueling renewed bullish sentiment. Analysts suggest this behavior mirrors early accumulation patterns seen before previous bull runs.

Bottom line:
Bitcoin’s fundamentals are flashing green. With fewer sellers, rising hashrates, and accumulating whales, the market appears to be setting up for a fresh upward leg.

📢  This Week's Selected Company News:

Adobe Tops Q3 Estimates with Strong AI-Driven Growth

Adobe has beaten profit expectations for Q3, reporting solid performance across its digital media and enterprise software segments. The company cited strong demand for its AI-powered tools, including Firefly and Adobe Express, as key contributors to the earnings beat.

With continued focus on integrating generative AI across its creative suite, Adobe reaffirmed its full-year guidance and highlighted momentum in enterprise adoption.

Learn more ➤

IAMGOLD Earns TSX30 Ranking with 385% Share Price Growth

IAMGOLD has been named to the 2025 TSX30 list, ranking 13th among the top-performing stocks on the Toronto Stock Exchange over a three-year period. The recognition reflects a 385% dividend-adjusted share price increase, driven by the company’s transformation into a modern, Canadian-focused gold producer.

With its flagship CĂ´tĂŠ Gold Mine now fully operational and generating strong free cash flow, IAMGOLD is positioning itself for long-term growth and value creation across its North American and West African operations.

Learn more ➤

Larry Ellison Overtakes Elon Musk as World’s Richest Person

Oracle co-founder Larry Ellison has officially surpassed Elon Musk to become the world’s richest individual, according to multiple wealth trackers. The shift comes after a surge in Oracle’s share price, driven by growing demand for its cloud and AI infrastructure services.

Ellison’s rise reflects a broader market pivot toward enterprise-focused tech firms as investor appetite shifts from consumer platforms to AI infrastructure and software providers.

Learn more ➤

📬 That’s a wrap for this week!

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