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.
