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Rate decisions, indexes, public companies, and the policy signals moving North American portfolios.
States can begin nominating the next round of Opportunity Zones on July 1, opening a 90-day process that will shape where tax-advantaged real-estate and community investment can flow from 2027 through 2036.
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Markets
June 29, 2026
Markets
June 27, 2026
Markets
June 26, 2026
Markets
June 25, 2026
The Supreme Court let Federal Reserve Governor Lisa Cook remain in office for now while giving presidents broader power over other independent agencies. For investors and borrowers, the finance issue is whether the Fed remains insulated enough to set rates without political pressure.
Read analysisThe Fed's preferred inflation gauge rose 4.1% in May, while income and consumer spending each climbed 0.7%. That combination matters for investors, borrowers and homebuyers because it keeps rate-hike risk alive even if falling oil prices cool part of the shock.
Read analysisThe Fed's preferred inflation gauge rose 4.1% from a year earlier in May while income and spending both climbed 0.7%, according to BEA data. For investors, borrowers and rate-sensitive sectors, the message is that sticky inflation is now being paired with resilient demand, making quick rate relief harder to justify.
Read analysisThe Fed's preferred inflation gauge rose 4.1% in May while personal income and consumer spending each climbed 0.7%. The mix matters for investors, borrowers and households because it makes the inflation story harder to dismiss as only an energy shock.
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Micron's record quarter and stronger-than-expected outlook show that AI demand is moving beyond processors into memory, storage and pricing power. Investors now have to weigh a powerful profit cycle against the risk that scarce memory raises costs across the AI stack.
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U.S. Treasury yields climbed Monday even as oil prices eased, showing that investors are repricing Fed policy risk and the possibility that borrowing costs stay higher for longer.
Read analysisThe Federal Reserve held rates steady on June 17, but its new projections and Kevin Warsh's first policy press conference pushed investors to price in a tougher path for borrowing costs. The shift matters for stocks, bonds, mortgage borrowers and cash savers because the market can no longer treat 2026 rate cuts as the base case.
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The Federal Reserve held rates steady at 3.50% to 3.75%, but its June projections moved from March's easing bias to a median path consistent with one 2026 hike. For investors, borrowers and banks, the important change is not today's hold. It is the combination of higher inflation forecasts, less forward guidance and a market repricing around tighter policy risk.
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USA Rare Earth has picked Cherokee County, South Carolina, for a rare-earth metals and magnet operation tied to a $1.2 billion headline investment and about 490 jobs. The deeper regional question is whether Blacksburg can turn a strategic supply-chain announcement into operating capacity by 2028.
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Bristol Myers Squibb is considering a $1 billion, 600,000-square-foot biopharmaceutical manufacturing facility at Houston's Generation Park. The project, expected to create 489 jobs by 2031, just cleared an early hurdle with a state tax incentive recommendation.
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With the overnight rate firm at 2.25%, the Canadian dollar has stabilized against the greenback, capping imported goods inflation but keeping pressure on cross-border shoppers.
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Average weekly earnings for Canadian employees reached $1,333 in March, marking a 3.5% year-over-year increase. However, new Statistics Canada data also indicates job vacancies are holding steady while payroll employment declines, pointing to an increasingly selective hiring environment.
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Memorial Day travel demand is still strong, but summer trip costs are climbing faster than overall inflation. With gasoline at $4.56 a gallon, airfares up 20.7% from a year earlier, and lower-income households more likely to skip travel altogether, families may need to treat summer vacations as a tighter budget decision than they did earlier this spring.
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Danville and Pittsylvania County officials say Microporous has moved from financing into active construction on a battery-separator plant expected to create more than 1,800 jobs. The milestone gives the Berry Hill megasite its first live industrial build after years of site marketing and public investment.
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A new Bank of Canada analysis found that 2025 counter-tariffs pushed prices on affected U.S. goods about 6% above comparable non-tariffed items, and visible tariff labels helped retailers pass through more of the cost. For households, the lesson is that trade fights can show up on shelves quickly, but some of that pressure can also unwind when tariffs end.
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The University of Michigan's consumer sentiment index fell to a record low in May, while AAA and EIA data show gasoline heading into Memorial Day at the highest pre-holiday level since 2022. For households, that is a sign that fuel costs are starting to crowd out confidence as well as cash.
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Statistics Canada says retail sales rose 0.9% in March and its early read points to another gain in April. But much of the March increase came from gasoline prices, while core sales and volumes moved lower.
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Container shipping costs are climbing rapidly as geopolitical instability forces longer routes and tighter capacity, threatening to pass new inflationary pressures onto consumers.
Read analysisThe Canadian dollar's slide against the greenback is set to test the pricing power of domestic retailers and equipment importers heading into the third quarter.
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The European market close solidifies a structural pivot into defensives and commodities. FTSE 100 ends higher as institutional capital quietly hedges US indices.
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With LME inventories cratering and EV grid buildouts accelerating, the long-warned structural copper deficit has arrived, pushing prices to historic highs and squeezing unhedged industrials.
Read analysisWith LME inventories cratering and EV grid buildouts accelerating, the long-warned structural copper deficit has arrived, pushing prices to historic highs and squeezing unhedged industrials.
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The Bank of Canada can stay patient only if the energy shock stays narrow. A same-day AI speech shows why the longer-term inflation story is more complicated.
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Hot U.S. inflation data and Canada's trade rebound point to the same problem: North America can absorb an oil shock, but not if firms start treating it as normal.
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The latest policy changes from the Fed ripple through North American markets, impacting everything from tech stocks to Canadian real estate investments.
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Learn how to build a diversified, low-cost investment portfolio that requires minimal maintenance in the 2026 market environment.
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How the transition to renewable energy is creating new opportunities for long-term investors in the post-carbon-tax economy.
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A deep dive into how the reversal of ZIRP is fundamentally restructuring corporate debt, retail banking, and fixed-income portfolios across North America in 2026.
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Once reserved for institutional giants, private credit is becoming accessible to retail investors in 2026. Is the yield worth the liquidity risk?
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