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The S&P/TSX Composite fell 1% to 30,145 on Wednesday as markets absorbed the BoC’s 25bp cut to 2.25% and its message that easing has likely reached an endpoint, alongside a similarly cautious Fed outcome. The move came against weak growth after Q2 GDP contracted 1.6% and a softer labour market despite a one-off 60,000 payroll boost that kept unemployment near 7.1%. Sticky inflation with headline CPI at 2.4% and the Bank’s Trimmed measure near 3.1% tempered hopes of further cuts. Traders treated the moves as largely priced in and shifted focus to forward guidance, which lifted yields and weighed on rate sensitive sectors. Tech and financials led the decline. Constellation Software plunged 8%. Major banks underperformed with RBC down 1.6%, TD 1.1%, BMO 1.0% and Scotiabank 0.8%.

TSX Drops After Hawkish Guidance

Gold has eased below $3,950 an ounce after Fed Chair Powell warned a December cut is not a foregone conclusion, knocking market odds for another 25bp move and lifting the 10-year Treasury above 4%, which raises the financing cost of holding non-yielding bullion. That caution partly offsets the Fed’s 25bp reduction to a 3.75–4.00% target range and its decision to end balance sheet runoff in December, both of which trim real short rates and add liquidity that normally support precious metals. Official buying by central banks and renewed ETF accumulation have tightened available metal in exchange and official channels and provide a firm base under prices. Progress on a US-China trade framework has pared some safe-haven flows but has not erased the deeper drivers for gold such as persistent macro uncertainty and worries about currency debasement.

Gold Turns Negative

US stocks finished mixed on Wednesday after Fed Chair Jerome Powell warned a December rate cut is not a foregone conclusion. The S&P 500 closed up 0.2% and the Nasdaq gained 1% with both setting fresh records, while the Dow slipped about 30 points from its record high. Markets initially rallied on the Fed’s 25bps cut and the decision to end balance sheet runoff in December, but Powell’s caveat pushed yields higher and trimmed the advance. Mega cap tech led the move, Nvidia rose 3.6% and briefly crossed a $5 trillion market cap after reports President Trump may allow Blackwell chip exports to China, while Broadcom, AMD and Micron each climbed more than 2%. Cyclical and defensive pockets lagged, with consumer defensive stocks and healthcare under pressure. Company specific earnings provided offsetting support, as Caterpillar, Verizon, CVS Health and Fiserv jumped on strong results, and Microsoft, Alphabet and Meta were set to report after the bell.

US Stocks Finish Mixed, S&P 500 and Nasdaq Reach Record

The Central Bank of Kuwait held its key discount rate at 3.75% in October 2025, right after its first rate cut in a year. The move followed the US Federal Reserve’s reduction and signals that rates could hold at the current level. Kuwait’s monetary policy is shaped by the dinar’s peg to a basket of currencies, with the US dollar carrying significant weight.

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TSX Drops After Hawkish Guidance

Gold Turns Negative

US Stocks Finish Mixed, S&P 500 and Nasdaq Reach Record

Kuwait Holds Rates, Counter to Fed

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日本外債投資

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