MARKETS

Canada’s C$500B Investment Push Exposes Mining’s Funding Gap

C$500 billion sounds enormous. The mining number is smaller. Canada came out of its first Investment Summit with a headline few countries could match: nearly C$500 billion in new investment commitments, according to the federal government. Mining and metals also

Fed Raises Rates for the First Time in Three Years

The rate hike everyone expected is finally here The Federal Reserve raised interest rates Wednesday for the first time in more than three years, reversing part of the easing that had taken place since the end of the previous hiking

AI Fears Hit Tech as the 10-Year Yield Breaks 5%

The AI trade just ran into a problem it cannot solve with more GPUs The market has spent the last few years assuming AI development would move in one direction: faster. That assumption took a hit Monday after Anthropic CEO

Treasury Triples Bond Buybacks — But Yields Keep Rising

Washington is stepping deeper into a stressed bond market The Treasury Department is increasing the size of its bond buybacks at a moment when the long end of the U.S. debt market is under serious pressure. Thursday’s operation will allow

Hot Jobs Data Just Changed the Fed Trade Again

The jobs report was almost too good Wall Street got a strong economic number Friday — and stocks fell. The U.S. added 162,000 jobs in August, blowing past expectations for just 55,000. The Dow slipped 0.5%, the S&P 500 lost

Stocks Rise as Yields Fall and Markets Look Past New Risks

The market is starting to look through the headlines There is a lot for investors to worry about right now. Canada is preparing retaliatory tariffs on roughly $20 billion of U.S. goods. Consumer confidence just fell to its lowest level

The U.S. Just Stepped Back From a Canada Trade War

This is less about the tariffs than the trade war that didn’t happen Hours before new 50% tariffs were scheduled to hit certain Canadian imports, the U.S. Administration pulled them back. The pause lasts only three days, and Canada has