FROM THE DESK OF BXB INVESTS
Welcome back to The Weekly Edge — your sharp, no-nonsense guide to what’s actually moving markets this week. If last week felt like trying to read a chess board mid-earthquake, you weren’t wrong. Geopolitical fires, a critical inflation print, a Canadian housing market limping under tariff weight, and a crypto market quietly maturing while nobody was watching — it’s been a full week, and we’ve got every thread untangled for you below.
This is investing in 2026: macro volatility meets sectoral opportunity. Canada is navigating its most complex trade environment in decades while simultaneously trying to build a sovereign economic identity beyond its southern neighbour. As the Bank of Canada holds at 2.25% and investors wait on the Fed’s next move, here are the five stories you absolutely cannot afford to ignore heading into Q2.
Pour yourself something strong. Let’s get into it.
— The BxB Invests Editorial Team
MACRO SNAPSHOT
The Numbers That Matter This Week
BRENT CRUDE
$97
▼ From $104 intraday high
GOLD SPOT
$3,180
▲ Near all-time highs
BOC POLICY RATE
2.25%
— Held steady
30YR MORTGAGE (US)
6.13%
▼ Slight easing
CANADA GDP GROWTH
0.7%
▼ Weakest in years
TSX BENCHMARK HOME
~$690K
▼ –4.9% yr/yr
The Big Picture: Markets this week were playing tug-of-war between geopolitical oil risk and cautious optimism around cooling inflation. The Fed’s rate path remains murky — February CPI data released today will be pivotal. Canada’s economy, meanwhile, is feeling the full weight of U.S. tariff pressure with GDP growth projected at just 0.7% for 2026, one of the weakest non-recession years in recent memory. The silver lining? Canadian materials and financials remain structural standouts in a global rotation away from mega-cap U.S. tech.
