Weekly Syrup: Canada’s GDP vs. Fed’s favorite PCE — Which drives your trade?
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IN THIS ISSUE
🇨🇦 Canada’s July GDP
🇺🇸 U.S. PCE
🏛️ The White House Shutdown drama
📦 Earnings
🇺🇸 U.S. PCE
🏛️ The White House Shutdown drama
📦 Earnings
THE WEEK IN MARKETS
🇨🇦 Canada’s July GDP is expected to show a modest rebound, keeping the BoC on track for an October rate cut.
🇺🇸 U.S. focus shifts to Friday’s PCE, the Fed’s favorite inflation gauge! Economists widely expect the August print to show inflation picking back up.
👀 Earnings season winds down, with $Micron Technology (MU.US)$ $Costco (COST.US)$ among the few names still set to report.
For more this week：The Week Ahead: Earnings from Micron and Costco; US PCE Inflation and CA GDP in Focus
🇺🇸 U.S. focus shifts to Friday’s PCE, the Fed’s favorite inflation gauge! Economists widely expect the August print to show inflation picking back up.
👀 Earnings season winds down, with $Micron Technology (MU.US)$ $Costco (COST.US)$ among the few names still set to report.
For more this week：The Week Ahead: Earnings from Micron and Costco; US PCE Inflation and CA GDP in Focus
HOW'S THIS WEEK HITTING YOU?
What Canada’s GDP means for you？
– Policy signal: A soft GDP print strengthens the case for an October BoC rate cut, while resilience could keep high rates in place longer.
– Borrower impact: Weaker growth raises hopes for lower mortgage and credit costs — relief for households carrying debt！
– Equity drama: Bank and real estate stocks tend to react strongly; growth vs. value positioning may hinge on GDP surprises. $The Toronto-Dominion Bank (TD.CA)$ $Royal Bank of Canada (RY.CA)$
– Borrower impact: Weaker growth raises hopes for lower mortgage and credit costs — relief for households carrying debt！
– Equity drama: Bank and real estate stocks tend to react strongly; growth vs. value positioning may hinge on GDP surprises. $The Toronto-Dominion Bank (TD.CA)$ $Royal Bank of Canada (RY.CA)$
Why Friday’s PCE could shake portfolios？
– Tech hype: AI themes continue to buoy U.S. tech, but stretched valuations mean any inflation surprise could spark volatility. $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Opendoor Technologies (OPEN.US)$ $Advanced Micro Devices (AMD.US)$
– Defensive angle: If PCE runs hotter, markets often rotate into perceived safe havens like gold or dividend-heavy names.
– Risk appetite: A cooler print would reinforce rate-cut hopes, boosting confidence in growth and risk assets — but sticky inflation may keep “higher for longer” alive.
– Defensive angle: If PCE runs hotter, markets often rotate into perceived safe havens like gold or dividend-heavy names.
– Risk appetite: A cooler print would reinforce rate-cut hopes, boosting confidence in growth and risk assets — but sticky inflation may keep “higher for longer” alive.
Trump says a government shutdown could “last a while.” Markets are eyeing the impact on Treasuries and gold.
– Political spotlight: Shutdown talk keeps Washington headlines front and center — with Trump adding fuel to the fire.
– Market tension: Past standoffs have rattled Treasuries and boosted gold, and traders are debating which one breaks out this time.
– Global angle: Canadian investors watch closely, since U.S. political shocks often spill into CAD and cross-border equities.
– Political spotlight: Shutdown talk keeps Washington headlines front and center — with Trump adding fuel to the fire.
– Market tension: Past standoffs have rattled Treasuries and boosted gold, and traders are debating which one breaks out this time.
– Global angle: Canadian investors watch closely, since U.S. political shocks often spill into CAD and cross-border equities.
SWEET REWARDS
You’ve had your Weekly Syrup. Now it's your turn to Share & Earn！
– Macro moves (rates, inflation, Fed/BoC)?
– Local plays (CAD, Canadian stocks)?
– Stock stories (earnings, options, hot trades)?
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Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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74582107 : I want to know more about Local plays (CAD, Canadian stocks). As Canadian these are important topics.
顶底老张 : Hope to see an introduction to Canadian mining stocks in the weekly syrup. Thank you.
JFungster : I’m most interested in macro and would like to see weekly syrup to continue covering macro moves for both Canada and the US.
75345480 : Information related to interest rate cuts
74079232 : Hope to see more macroeconomic analysis and the potential impact on the stock market. Industry analysis, trends in leading stocks' prices, earnings report analysis, etc.
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– Local plays (CAD, Canadian stocks)?
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