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The S&P/TSX Composite edged marginally higher to close at 29,322 level on Wednesday as investors absorbed the widely expected 25 basis point cuts by both the Bank of Canada and the US Federal Reserve and weighed each bank's forward guidance. Domestically, fresh data pointing to a weakening labour market and slowing growth reinforced expectations of further easing and prompted markets to price a clearer path to lower rates. Meanwhile, the US Fed cut by 25 bps and its projections flagged two additional cuts this year, but stronger forecasts for real growth, a lower unemployment path and upward revisions to core inflation tempered bets on a steeper easing cycle. Sector moves were mixed with miners and banks leading gains, Barrick Mining up about 2.3% and TD Bank adding roughly 0.8%, while Constellation Software fell 1.7% and Canadian Pacific and Canadian National lost 0.9% each.

TSX Edges Higher After NA Rate Cuts

Stocks in the US closed mixed on Wednesday as investors weighed the Federal Reserve’s rate outlook following the anticipated 25bps cut. The S&P 500 and Nasdaq 100 slipped 0.1% and 0.3%, while the Dow rose 260 points, driven by gains in traditional sectors. FOMC median projections suggest two more rate cuts this year, but strong growth, low unemployment, and upward revisions to core inflation raised doubts about the pace of easing in 2026. Chairman Powell also signaled caution, refraining from indicating confidence in further cuts. Consumer staples and credit services outperformed, with American Express up 2.8% and P&G adding 1.4%, while tech stocks faced pressure—Nvidia and Broadcom fell 2.5% and 3.5% amid reports of Chinese restrictions on Nvidia chip purchases. Meanwhile, Oracle and Palantir declined 1%, and Amazon, Meta, Alphabet, and Tesla dropped over 1%.

US Stocks Mixed After Fed Decision

The Australian dollar inched down to $0.667 ahead of Thursday's session from the 11-month high of $0.67 touched earlier in the week after the Fed cut its rates by 25bps, but the greenback refrained from depreciating as projections of strong inflation prevented sharper bets of loosening by the FOMC. Domestically, the jobs report is expected to show 20K–25K new positions with unemployment steady at 4.2%, a key input for the RBA’s policy path. Markets now assign minimal odds to a September cut, with November easing bets trimmed to 70% on the back of solid recent data. On the geopolitical front, the US and China, Australia's top trading partners, reached a deal to place TikTok under US ownership, with final approval expected in a Friday call between Presidents Trump and Xi.

Australian Dollar Eases from 11-Month High

The Japanese yen traded around 146.5 per dollar ahead of Thursday's session, near its strongest almost two months after the Fed cut its rates and signaled further monetary easing for this year. Domestically, forex inflows lacked a boost from goods trade as exports fell 0.1% in August, less than expected but still the fourth consecutive monthly decline, led by a 13.8% drop in shipments to the US. Imports contracted 5.2%, moderating from July’s 7.4% slide yet surpassing the 4.1% decline forecast by analysts. On monetary policy, the Bank of Japan is expected to keep rates steady at 0.5% on Friday as policymakers weigh domestic and external risks, including tariffs. Still, steady inflation maintained lingering bets that the BoJ could still tighten policy this year.

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