Macklem is participating in a fireside chat at a Toronto event so headlines could trickle out. There hasn't been much to digest though since last week's BOC meeting.
- We will have to discover the neutral rate over time
Macklem is participating in a fireside chat at a Toronto event so headlines could trickle out. There hasn't been much to digest though since last week's BOC meeting.
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OXY surges 37% on oil prices & record output. Forward P/E of 12.5 vs. 42, but risks remain.
Japan exports rose 11.7% y/y in March, beating forecasts, but a smaller trade surplus and rising import costs highlight growing risks from energy prices and supply disruptions.
LCID jumps 4.6% on Uber's stake & robotaxi plans, but volatility remains high. Down 36.5% YTD.
STX hits all-time high on AI data boom, up 94% YTD. High volatility, but strong demand fuels gains.
CCJ's uranium deals & Westinghouse stake offer solid returns. OKLO's new tech faces high costs & regulatory hurdles.
CHWY drops 4.2% on peer weakness; down 17.6% YTD, 42.8% from 52-wk high.
SM Energy jumps 4.8% on raised PT, but watch its 25% volatility. Still 13% off 52-wk high.
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