Macklem Warns on Trade, Trump Eyes Belarus Potash, and Canada’s Economy Faces Its Most Complex Autumn in a Generation
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s economic outlook enters the week of September 22 having absorbed the Federal Reserve’s September 16 rate hike while simultaneously confronting new dimensions of the Canada-U.S. trade war that are extending beyond…
BlackBerry Reports Wednesday at 8 a.m. ET: The Complete Pre-Earnings Framework for Canada’s Most Watched Technology Stock
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Two days from now, on Wednesday September 24 at 8:00 a.m. EDT, BlackBerry Limited (NYSE/TSX: BB) will report its fiscal second quarter results for the period ended August 31, 2026. That announcement…
TSX Down 1.64% Over the Past Month but 20.28% Higher Year-Over-Year: How to Think About Canada’s Market Right Now
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The S&P/TSX Composite’s statistical position on September 22 is defined by two numbers that appear to contradict each other but together tell a complete analytical story. Over the past month, the index…
BMO Up 32.4% YTD, Thomson Reuters Prices US$800M Notes, and the Dividend Sector’s Post-Hike Repricing
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s dividend sector enters the week of September 22 navigating its first full post-hike repricing period since the Federal Reserve raised rates to 3.75%–4.00% on September 16. The week’s initial sessions have…
Oil’s Third Straight Session of Losses, Canada-Europe Energy Alliance Emerging: What It Means for Suncor and CNQ This Week
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The Canadian energy sector enters September 22 navigating the most sustained oil price pullback since the Saudi East-West pipeline’s partial restoration began. As of the September 18 close, oil has declined for…
Freegold’s Alaska Drill Programme, Belarus Potash, and the TSXV Dynamics Shaping Junior Miners This Week
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The TSXV small-cap and penny stock universe begins the week of September 22 in an environment shaped by three compounding macro forces that landed over the past week. The Federal Reserve’s September…
Extendicare Up 53.9% YTD, Bausch Health Wins Alberta Reimbursement, and Why Healthcare Is the TSX’s Quiet Outperformer in a Volatile September
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context When the Federal Reserve hiked rates by 25 basis points on September 16 and the Dow Jones fell 631.21 points, the Canadian healthcare sector did what it has done reliably throughout 2026’s…
Celestica’s OpenAI Deal, Kinaxis’s Profitable SaaS, and BlackBerry Three Days From Earnings: Canada’s AI Sector Enters the Week With Genuine Momentum
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context September 21 arrives with no major earnings or macroeconomic data releases scheduled — a deliberate pause between the seismic activity of last week’s Federal Reserve rate hike and the company-specific catalyst that…
The Fed Hiked, Warsh Said 22 Words Per Minute, and Canada Faces Its Longest Rate-Uncertainty Window Since 2023
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s economy entered September 17 with a new and defining variable: the U.S. Federal Reserve has raised interest rates for the first time in three years, and the dot-plot that accompanies the…
Dot-Plot Points to More Hikes, S&P 500 Falls: What Shopify, BlackBerry, and Celestica Face on September 17
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian growth stocks enter September 17 facing what is analytically the most complete expression of their rate-sensitivity challenge since the start of 2026. The Federal Reserve’s unanimous September 16 hike to 3.75%–4.00%…
The Fed Hikes, the Dow Falls 631 Points, and Canada’s Market Faces Its Most Important Thursday in Months
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context September 17, 2026 opens with Canadian investors navigating the first full trading day in a post-Fed-hike environment. The Federal Reserve voted unanimously 12-0 on September 16 to raise its benchmark rate by…
Fed Hikes for the First Time Since 2023: Here’s What Canada’s Dividend Sector Does Next
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s dividend sector enters September 17 under its most significant interest rate repricing in three years. The Federal Reserve’s unanimous September 16 hike — lifting rates to 3.75%–4.00% with 16 of 18…
Oil Rally Pauses on Saudi Pipeline Progress Signal — What It Means for Suncor, CNQ, and Canada’s Energy Stocks
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context For three weeks, the Canadian energy sector had been the TSX’s primary island of positive performance in an otherwise deteriorating market — benefiting from WTI above US$100, the Saudi East-West pipeline’s closure,…
5% Treasury Yields, 90% Fed Hike Odds, and Canada’s $3.28 Trillion Debt Load: A Complete Market Analysis for September 16, 2026
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context September 16, 2026 is the most consequential single trading day for Canadian markets since the Bank of Canada’s series of emergency rate decisions in 2022. The Federal Reserve’s rate announcement at 2:00…
Celestica Down 7%, Real Estate Down 1.6%, Energy Positive: The TSX’s Sector Leaders and Laggards on the Eve of the Fed’s Decision
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context The S&P/TSX Composite Index closed at 35,464.37 on Tuesday September 15 — a decline of 0.67% on the session — and TSX futures pointed modestly lower again heading into Wednesday September 16’s…
