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The S&P/TSX Composite rose 0.9% to a record close of 30,637 on Wednesday as dovish signals from Federal Reserve Chair Jerome Powell outweighed renewed US-China trade frictions, lifting miners, rate sensitive tech and financials. Agnico Eagle and Barrick jumped more than 4% as bullion pushed to fresh highs. Rate sensitive technology names outperformed, with Shopify up 2.1% and Celestica surging about 9% after BMO Capital raised its price target from 230 to 300 dollars on expectations the company will capture significant work on Broadcom and OpenAI AI infrastructure buildouts through 2027. With US banks starting earnings strongly, Canadian financials rallied and RBC and TD each added just over 1%. Markets nonetheless remained watchful of trade headlines after President Trump threatened a cooking oil embargo late in the session in response to Beijing’s decision not to buy US soybeans.

TSX Rises to Record Highs

US stocks closed a volatile session mostly higher on Wednesday, despite ongoing US-China trade tensions and a lingering government shutdown. The S&P 500 gained 0.4%, lifted by strong earnings from Morgan Stanley and Bank of America, which buoyed the financial sector. Morgan Stanley shares hit a record high, rising 4.2%, while Bank of America advanced 4.5% after both banks exceeded third-quarter profit expectations on robust dealmaking. The Nasdaq rose 0.6%, supported by a 3% jump in the Philadelphia Semiconductor Index following better-than-expected orders and operating income from ASML, reflecting strong AI demand. The Dow finished marginally lower as volatility remained elevated and trade tensions between Washington and Beijing continued, including new port fees and threatened tariffs. Mixed earnings results elsewhere contributed to market swings, with Progressive (-5.8%) and Abbott (-2.4%) posting disappointing quarters, contrasting with gains in banking and grain trading.

S&P 500 and Nasdaq Rises on Strong Bank Earnings

Canola futures rose toward CAD 620 per tonne, rebounding from near six-month lows as tighter Canadian supplies coincided with renewed trade policy risks. Wet harvest conditions across parts of the Prairies slowed progress and trimmed usable quality, limiting near-term exportable volumes despite earlier projections of a 20-million-tonne crop. Logistics remain strained with port congestion curbing shipments, tightening prompt availability. At the same time, US tariff threats of up to 100% on Chinese goods disrupted trade planning and prompted processors and importers to accelerate near-term purchases to guard against freight or policy delays. The squeeze on deliverable stocks lifted nearby values even as soybeans and crude oil traded lower, with crushers and edible oil buyers unable to easily substitute deferred or lower-quality supply. Further direction hinges on how quickly Canadian harvest deliveries normalize and whether trade frictions ease or persist into year-end.

Canola Rebounds from 6-Month Lows

Brent crude oil futures slid 0.8% to settle at $61.9 per barrel on Wednesday, extended their losses for second day and hovering near a five-month low as persistent US-China trade tensions and mounting supply concerns weighed on sentiment. The International Energy Agency warned that the global oil market could face a surplus of up to 4 million barrels per day in 2026, heightening fears of sluggish demand. The renewed trade dispute between the world’s two largest oil consumers — including new port fees and tariff threats — further disrupted global freight flows and dampened market confidence. Expectations of another weekly rise in US crude inventories reinforced signs of oversupply, marking what could be the third consecutive week of stock builds. Traders are now awaiting official US inventory data for clearer signals on demand, as the market continues to absorb returning OPEC+ production.

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