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The S&P/TSX Composite reversed early session momentum to close 0.6% lower at 30,459 on Thursday, stepping back from record highs as major financials and energy producers dragged Canada’s main index lower. Financials led the decline with mega-caps RBC, TD, Brookfield, BMO, and Scotiabank losing between 0.8% and 2.8% amid renewed worries about bank credit quality as Zions Bancorp and Western Alliance plunged after disclosing sizable loan losses. At the same time, energy giants Canadian Natural Resources, Suncor, Imperial Oil, and Cenovus tumbled between 1.4% and 3.2% as oil prices dropped to their lowest since May. On the other hand, Celestica gained 3.7% after Goldman Sachs started coverage with a Buy and $340 target, citing strong AI-infrastructure demand and its ability to scale for hyperscale data centers. Agnico Eagle, Wheaton Precious, Barrick Mining, and Franco-Nevada outperformed, adding between about 2.8% and 3.8% as gold prices continued to test new highs.

TSX Retreats from Record High

US stocks closed lower on Thursday, weighed down by declines in bank shares over concerns about bad loans. Investors also contended with ongoing US-China trade tensions and the prolonged government shutdown. The S&P 500 lost 0.6% and Nasdaq 100 dropped 0.5%, while Dow Jones lost 302 points. Financial stocks led the selloff, with regional banks like Zions Bancorporation (-13%) and Western Alliance (-10.8%) plunging after disclosing sizable loan losses. The declines came despite a rally earlier in the session driven by chipmakers after TSMC raised its full-year revenue forecast and reported a nearly 40% jump in profit, fueling optimism about AI-driven demand. Major tech and AI stocks showed mixed moves: Apple fell 1.4%, Meta down 1.6%, Tesla 2.7% lower,  Amazon 1.1%, while Nvidia rose 0.4%. US-China trade tensions remain high, with Trump declaring on Wednesday, "You're in a trade war now,".

Banks Drag US Stocks Lower Amid Trade Tensions and Shutdown

Soybean futures ticked above $10.1 per bushel, as strong domestic crush demand offset concerns over ongoing trade tensions with top importer China. Still, trading remained cautious due to the absence of key crop data amid the US government shutdown and ahead of an expected meeting between President Trump and Chinese President Xi Jinping later this month to discuss China’s limited US soybean purchases. The National Oilseed Processors Association reported a record 197.863 million bushels of soybeans were crushed in September, marking the fourth-largest monthly total on record. China has yet to secure much of its soybean supply for December and January, as high premiums for Brazilian cargoes have discouraged buyers. This situation could push Beijing to use state reserves to meet near-term needs, according to trade sources.

Soybean Futures Gain on Demand, Trade Concerns

Wall Street stocks fell on Thursday, giving up earlier gains as renewed credit concerns and persistent US-China trade tensions weighed on sentiment. The S&P 500 and Nasdaq 100 each dropped over 0.7%, while Dow Jones lost more than 300 points. Financial stocks led the selloff, with regional banks like Zions Bancorporation (-13%) and Western Alliance (-10.8%) plunging after disclosing sizable loan losses. The declines came despite a rally earlier in the session driven by chipmakers after TSMC raised its full-year revenue forecast and reported a nearly 40% jump in profit, fueling optimism about AI-driven demand. Major tech and AI stocks showed mixed moves: Apple fell 1.4%, Meta down 1.6%, Tesla 2.7% lower,  Amazon 1.1%, while Nvidia rose 0.4%. US-China trade tensions remain high, with Trump declaring on Wednesday, "You're in a trade war now," Meanwhile, the third-week government shutdown continues to delay key economic data, adding to market uncertainty.

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