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U.S.-China reach tariff truce framework—market all clear?
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Moomoo CA joined discussion · Nov 3 05:10

Weekly Syrup 8: Rate-Cut Pause or Tariff Spat, What Will Steer TSX This Week?

Hey mooers ！Sip the Syrup, catch the trend！
IN THIS ISSUE
Tariff tensions rise — but no deal yet
BoC trims rates slightly, hints at nearing the end
Earnings week: spotlight on AI & consumer names
Weekly Syrup 8: Rate-Cut Pause or Tariff Spat, What Will Steer TSX This Week?
HOW’S LAST WEEK HITTING YOU?
10% Canada-U.S. Tariff Tensions – Upping the Ante
Over the weekend, PM Mark Carney said he’d apologised to Donald Trump for that Ontario ad quoting Ronald Reagan to slam tariffs. Trump wasn’t appeased — he froze talks with Canada and repeated his 10 % tariff threat.
The headline hit CAD, with traders re-pricing risk in steel, autos, and lumber. No tariffs yet, but the chill is back. Similar headlines earlier this year briefly knocked TSX futures before markets steadied.
For investors, it’s less about politics than uncertainty: one surprise headline could move the loonie or TSX faster than any data release.
BoC Signals – Easings May Be Done
The Bank of Canada went ahead with another 25-bp trim last week, bringing the policy rate down to 2.25%.
Markets saw it not as the start of a new easing run but a likely “one-and-done.” Swaps now price less than a 20% chance of another cut in December — a sign policymakers think they’ve done enough.
The loonie firmed, bond yields hit a floor, and rate-sensitive stocks like REITs and utilities may lose steam. Value and earnings-driven names could take the spotlight instead.
Bottom line: the BoC’s easing cycle looks nearly done — and investors may need to shift focus back to fundamentals.
THE WEEK IN MARKETS
This week is all about earnings — from Silicon Valley to Bay Street. Whether you’re watching U.S. megacaps or home-grown Canadian names, three things matter: guidance, growth trajectory, and macro back-drop (hello, tariffs + interest-rate signals).
🔍 Key reports to watch
Let’s pack it all in — your one-stop snapshot of the week’s biggest earnings.
Canada’s tech darling reports Thursday. With shares near record highs, traders are asking: can AI tools and U.S. expansion keep fueling growth, or is it “sell-the-news” time?
Energy Spotlight $Enbridge (ENB.US)$ $Enbridge Inc (ENB.CA)$ &s $Canadian Natural Resources (CNQ.US)$ $Canadian Natural Resources Ltd (CNQ.CA)$ A big week for dividend and energy investors. ENB reports Friday, while CNQ posts Thursday morning — both key gauges for Canada’s oil & gas outlook. Markets will be watching whether dividend stability and production guidance hold up as prices cool.
Reports Wednesday morning. Watch seat-load and fuel costs as travel demand cools — any sign of pricing strength could lift the stock.
The chip race heats up Tuesday. AI servers and data-center margins will be the big story. Any surprise beat could shake up the whole semiconductor space.
Check AMD’s earnings stream and share your take on the AI super-cycle.
AMD stock hits new highs—can earnings open fresh upside?
Watch live: AMD Q3 2025 earnings conference call
AI’s poster child reports Monday after the bell. The Street’s watching if its AIP platform keeps powering 40%+ growth — or if hype starts to fade.
Qualcomm (QCOM)Mid-week, all eyes on smartphone demand and automotive chips. Investors want to know if “AI phones” can offset weak global handset sales.
See the call recap and join the QCOM outlook discussion.
Cloud AI boom: Can semis ride the wave this week?
SWEET REWARDS
You’ve had your Weekly Syrup — now it’s your turn to Share & Earn!
This week brings a packed mix of earnings — from Palantir & AMD on Wall Street to Shopify, CNQ, Enbridge, and Air Canada on Bay Street.
🎁 Share your view → Earn 200 points
– Will Shopify’s AI tools and global expansion keep its rally alive?
– Can AMD & Palantir extend the AI momentum after strong guidance?
– Will CNQ or Enbridge’s dividends steady investors amid rate cuts?
– Could Air Canada surprise with post-summer resilience?
🪙 Your answer must be 30 + words to earn points!
Don’t let your points sit idle — swap them for exciting gifts in the Rewards Club!
See you next week!
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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