◆ Champlain Analytics  ·  Northern Bearing  ·  April 17, 2026  ·  Issue #1  ·  Standard Edition

Northern Bearing

A U.S.-Iran ceasefire sent markets to record highs this week, but with oil still near $95 and the Strait of Hormuz barely reopened, the relief rally may be outrunning the reality — especially for Canadian energy investors riding TSX energy stocks that now face the other side of that trade.

01 Macro Signals 02 Sector Watch 03 ETF & Index Intel 04 Stock Spotlight 05 Fixed Income & Alternatives 06 Currency & Global Markets 07 Platforms & Tools 08 Institutional Money

For informational purposes only. Not financial advice. All investment decisions are the reader's own.

◆ This Issue At a Glance
  • US-Iran ceasefire expires April 21 — markets hit all-time highs on relief but oil is still near $95 and the Strait of Hormuz is barely open. The energy trade may be at a turning point.
  • Gold hits US$4,860/oz — up 41.6% year-over-year. Multiple structural signals aligned. This issue's Conviction Signal. Canadian investors get an extra CAD-weakness tailwind on top.
  • Carney majority + BoC holds at 2.25% — political stability is a mild positive for Canadian equities. Next rate decision April 29 comes with a full Monetary Policy Report. GIC rates steady at 3.5–3.85%.
Tickers & Instruments Tracked This Issue
TSX S&P 500 NASDAQ XIC XIU VFV VGRO SHOP RY CNQ ENB GOLD (XAU) BMO TD WTI BRENT BRK.B CAD/USD ◆ WATCH · CNQ · ENB ◆ NOTABLE MOVE · SHOP · S&P 500 ◆ CONVICTION SIGNAL · GOLD
7,041 S&P 500 Close · Apr 15 New all-time record. 12th consecutive Nasdaq positive session — longest since 2009.
34,155 TSX Composite · Apr 15 4th consecutive week of gains. Iran ceasefire optimism lifted energy and banking stocks.
$4,860 Gold (USD/oz) · Apr 17 Up 41.6% year-over-year. Approaching $5,000 amid geopolitical uncertainty and central bank buying.
2.25% Bank of Canada Rate Held at March 18 meeting. Next decision April 29 — with MPR released same day.
01
Macro Signals — What Moved the Economy This Week
◆ Conviction Signal — Gold as Portfolio Insurance

Gold Has Risen 41.6% in 12 Months. Multiple Signals Now Point the Same Direction.

Gold hit US$4,860/oz this week, driven by central bank buying, geopolitical uncertainty from the US-Iran war, a weakening US dollar, and persistent global inflation. It has surged over 25% since early 2025 alone. The structural case — scarce supply, record institutional demand, and a softening USD — is now backed by multiple independent indicators pointing in the same direction. Canadian investors holding gold ETFs like ZGD or CGL.C have benefited further from CAD weakness amplifying USD-denominated gold returns.

This is not a recommendation. Do your own research before acting. Past performance is not indicative of future results.

→ fortune.com — Gold price April 16, 2026
◆ Notable Move · Iran War / Ceasefire

A Fragile Two-Week Ceasefire Sent Markets to All-Time Highs — But Oil is Still Near $95

The US-Iran ceasefire brokered by Pakistan on April 8 triggered an enormous relief rally: the S&P 500 climbed above 7,000 for the first time ever, and the Dow surged over 1,000 points in a single session. Oil fell 16% in one day from its war-elevated highs. But the ceasefire is shaky — violations have been reported on both sides, Strait of Hormuz traffic remains minimal, and the truce expires April 21. Markets are pricing peace before it exists.

→ cnbc.com — US-Iran ceasefire market reaction
Bank of Canada · Rate Hold

BoC Holds at 2.25% — Next Decision April 29 With Full MPR Update

The Bank of Canada maintained its overnight rate at 2.25% at its March 18 meeting. Canadian inflation was 1.8% in February — within the 1–3% target band — and the Bank has signalled it expects to hold through 2026. The next rate decision on April 29 comes with a full Monetary Policy Report, which will be the first major macro read since the Iran ceasefire and the Carney majority. Bay Street expects no move, but the MPR language will matter.

→ bankofcanada.ca — March 2026 rate decision
Canadian Politics · Market Signal

Carney Secures Liberal Majority — Investors React Positively

Prime Minister Mark Carney's Liberals secured a parliamentary majority this week after winning key by-elections, pushing their seat count to 174. The TSX rallied on the news, with SHOP, RY, and LULU among the movers cited. Analysts noted a majority gives Carney stability to pursue trade diversification and infrastructure spending — both viewed as positive for Canadian equities. USD/CAD softened slightly as the loonie firmed on broader USD weakness.

→ aljazeera.com — Carney majority government
US Jobs Data · Labour Market

US Jobless Claims Fall to 207,000 — Labour Market Stays Resilient

Initial US unemployment filings fell to 207,000 for the week ending April 11, beating expectations of 215,000. This keeps the Fed in its current holding pattern — no near-term cuts signal — and suggests the US economy is absorbing the geopolitical shock better than feared. For Canadian investors holding US equities or S&P 500 ETFs like VFV, a resilient US labour market supports continued earnings growth.

→ cnbc.com — US jobless claims April 11
02
Sector Watch — What's Rotating In and Out
◆ Watch · TSX Energy Sector

Energy Led Q1 on the S&P 500 (+37.9%) — But the Iran Ceasefire Introduces a New Headwind

Energy was the runaway sector winner in Q1 2026 on both sides of the border, driven by the Iran war and Strait of Hormuz disruptions pushing WTI above $100 briefly. The ceasefire is now a double-edged sword for Canadian energy investors: CNQ was up 0.92% Thursday even as a deal loomed, but a full peace resolution could send oil back toward $70. Monitor carefully — energy's gain may have already been your entry point, not your exit.

Energy (Q1)+37.9%
Materials (Q1)+10.7%
Utilities (Q1)+8.3%
→ communityamerica.com — Q1 2026 sector performance
TSX Financials · 30.7% of Index Weight

Canadian Banks Steady — TD and BMO Dipped as Oil Rally Eased Stagflation Fears

Financial stocks make up 30.7% of the TSX — the index's largest sector. TD and BMO traded modestly lower (-0.2% and -0.4%) this week as the energy rally cooled, but the Big Six overall remain fundamentally solid. Lower bond yields, flagged in the week's data, provide some support to bank stock valuations. RY remains a top-3 TSX holding by index weight.

→ spglobal.com — TSX sector composition
◆ Watch · Technology — TSX & Nasdaq

Nasdaq's 12-Session Win Streak — Longest Since 2009 — Is a Signal Worth Watching

The Nasdaq posted its 12th consecutive positive session this week, its longest win streak since 2009, closing at 24,102. Shopify (SHOP) — the TSX's technology bellwether and third-largest index constituent — has been volatile but analysts remain broadly bullish. The Goldman Sachs CEO called recent software stock selling overdone, suggesting tech may have more room to run. SHOP's next earnings date will be a major catalyst.

→ cnbc.com — Nasdaq win streak April 15
S&P 500 Q1 Losers · Rotation Watch

Financials and Consumer Discretionary Were the S&P's Worst Sectors in Q1

While energy surged, Financials (-9.4%), Consumer Discretionary (-8.6%), and Technology (-7.6%) were Q1's worst S&P 500 sectors. Investors who trimmed those heading into the year may now be looking at re-entry. The S&P 500 has recovered fully from its Iran war losses and is now at all-time highs — meaning any position you add from here is made at record prices. That isn't a reason not to invest, but it's a reason to be deliberate.

→ communityamerica.com — Q1 sector breakdown
So What — For the Self-Directed Investor

The TSX is heavily weighted toward Financials and Energy (combined ~47% of the index). If you hold XIC or XIU, you are already significantly exposed to both. That concentration has paid off in 2026 so far, but it also means a sustained oil price drop or a bad Canadian bank earnings season hits your Canadian ETF harder than you might expect. Diversifying internationally — even a small allocation to VFV or XEF — has historically smoothed out those bumps.

03
ETF & Index Intel — What the Funds Are Doing
◆ Notable Move · XEF — International Outperformer

XEF Was the Top Canadian ETF Last Month — Up 4.19% While XIU Lost 0.21%

The iShares Core MSCI EAFE IMI Index ETF (XEF), which tracks international developed markets outside North America, was the top performer among Canada's 10 largest ETFs in the most recent month, gaining 4.19%. Meanwhile, XIU — Canada's flagship TSX 60 ETF — lost 0.21% in the same period. This is a notable divergence and a reminder that international diversification has been earning its keep in 2026. For Canadian investors who are TSX-heavy, XEF deserves a look.

→ morningstar.com — Largest Canadian ETF performance
XIC · Core Canadian Holding

XIC Sits at $27.98B AUM — Still the Core Canadian Equity Holding for Most DIY Investors

XIC, the iShares Core S&P/TSX Capped Composite ETF, has grown to $27.98B in assets under management, making it one of the largest Canadian ETFs by size. Its MER is just 0.06%, and it provides exposure to the full breadth of the TSX including small and mid-cap names that XIU (which only tracks the TSX 60) misses. Its 52-week high is $54.96 and 52-week low is $37.13 — a wide range that reflects the Iran war volatility of 2026.

→ wealthawesome.com — XIC profile
VFV vs XIC · The Core Debate

VFV Tracks the S&P 500 in CAD — The Currency Angle Matters More Than You Think

VFV gives Canadians unhedged exposure to the S&P 500 in Canadian dollars. When the CAD weakens (as it has in 2026 — down from 0.74 to 0.728 vs USD), your VFV returns get a boost from currency alone — you're buying US equities "cheaper" in Canadian terms. However, if the CAD recovers strongly (e.g. on a peace deal or rate parity), that tailwind reverses. Hedged alternatives like XSP eliminate this variable, at the cost of some complexity.

→ piggybank.ca — XIC vs VFV comparison
◆ Watch · 2026 Total Cost Reporting

New Canadian Reporting Rules in 2026 Will Show You What You're Actually Paying in Fees

Starting in 2026, new Total Cost Reporting (TCR) regulations require Canadian brokerages to show your total Fund Expense Ratio (MER + TER) in dollar terms on your annual statements. You'll start seeing the first reports covering 2026 when statements arrive in early 2027. This is a meaningful change — for the first time, investors will see exactly how much in dollar fees they paid, not just a percentage. If you've never audited your MER, now is a good time to start.

→ wealthradiant.com — 2026 TCR rules explained
So What — For the Self-Directed Investor

If your Canadian portfolio is mostly XIU and XIC, you've done fine — but this week's data is a nudge to check if you have any international exposure at all. XEF outperformed XIU significantly last month. A simple three-fund setup (XIC + VFV + XEF or a global bond ETF) covers most of what a long-term Canadian retail investor needs, at extremely low cost. The new 2026 fee reporting rules will also, for the first time, show the full cost picture in plain dollars — worth reviewing when those statements arrive.

04
Stock Spotlight — Notable Movers This Week
◆ Notable Move · SHOP — Shopify

Shopify Rallied With the TSX on Carney Majority and Analyst Bullishness — Earnings Are Coming

Shopify (SHOP / SHOP.TO) was among the top TSX movers this week following the Carney majority news. Analysts at TipRanks flagged bullishness on SHOP this week, continuing a trend of positive coverage. For context: Shopify's last earnings report showed Q2 2025 revenue of US$2.7B, up 31% YoY, and its market cap briefly surpassed RBC to become Canada's most valuable public company. Shopify's next earnings call will be a major event — dates TBD but typically early May.

→ cnbc.com — Shopify news and quote
◆ Watch · CNQ — Canadian Natural Resources

CNQ Rose 0.92% Thursday Even as Peace Deal Loomed — Energy Stocks Face a Directional Decision

Canadian Natural Resources (CNQ.TO), one of the TSX's largest energy constituents, gained 0.92% on Thursday even as the Iran ceasefire took hold — suggesting markets haven't fully priced in a peace outcome for oil prices. CNQ is a fundamentally strong business, but its near-term direction is highly correlated with WTI. With the ceasefire expiring April 21, this name is a watch, not a chase.

→ tradingeconomics.com — TSX energy stocks
Live Nation · LYV · US-Listed

Live Nation Found Guilty of Illegal Ticketing Monopoly — Stock Dropped 3%+ on the News

A New York federal jury ruled that Live Nation Entertainment (which owns Ticketmaster) holds an illegal monopoly over the concert ticketing market. Shares dropped more than 3% on the verdict. 34 states were parties to the suit. This is a notable antitrust moment in a tech-adjacent sector — worth watching if you hold LYV or any entertainment/platform stocks, as regulatory risk is now material and sentencing could result in a breakup of the business.

→ cnbc.com — Live Nation monopoly ruling
So What — For the Self-Directed Investor

Shopify remains Canada's most important tech stock for retail investors to understand, even if you don't own it directly — it's a major XIC weight and signals a lot about global e-commerce sentiment. CNQ is a case where geopolitics, not fundamentals, are running the price right now. If you hold it for dividends and long-term energy exposure, that thesis hasn't changed. If you bought it as a Iran-war trade, be clear with yourself about what your exit looks like if the peace deal holds.

05
Fixed Income, REITs & Alternatives — The Defensive Side of Your Portfolio
◆ Conviction Signal · Gold (See Section 01)

Gold at US$4,860 — Up 41.6% Year-Over-Year — The Structural Case Has Never Been Stronger

Gold continued its historic run this week, reaching US$4,860/oz on April 17 after briefly hitting $4,878 earlier in the week. The year-over-year gain of 41.6% is extraordinary. For Canadian investors, the story is even better: the CAD has weakened against the USD this year, which means gold's USD gains translate to even larger CAD returns. Analysts point to central bank buying, the weak US dollar (DXY near 4-week lows), and geopolitical uncertainty as the structural drivers. Forecasts suggest $4,900–$5,400 is possible by year-end.

→ tradingeconomics.com — Gold price April 17, 2026
GIC Rates · Canada · April 2026

Best GIC Rates Now Range From 2.25%–3.85% — Still Worth Locking In Before They Drift Lower

With the BoC holding at 2.25%, GIC rates have stabilized but are not expected to rise further. The best 1-year GIC in Canada is currently 3.60% (Achieva Financial), while 5-year rates top out at 3.85%. The era of 5% GICs is over. Experts suggest that if you want guaranteed, risk-free returns in a TFSA or RRSP, locking in a 3.5%+ rate now makes more sense than waiting for rates that are unlikely to climb. GICs are CDIC-insured up to $100,000.

→ ratehub.ca — Best GIC rates April 2026
Gold in CAD · +53% Year-Over-Year

In Canadian Dollar Terms, Gold Has Gained 53% Over the Past Year — A Significant Outperformer

While gold's USD performance has been exceptional, the CAD-denominated return has been even larger due to loonie weakness. In October 2024, gold was trading at roughly CAD $3,701/oz. By October 2025 it was at CAD $5,671/oz — a 53% gain. CAD-priced gold continues to benefit from the dual tailwind of rising USD gold prices and a weakening Canadian dollar. This is particularly relevant for investors using Canadian gold ETFs which price in CAD.

→ fortune.com — Gold price analysis April 2026
◆ Watch · REITs

Canadian REITs Gained 1.87% in Q1 — A Modest Recovery Worth Monitoring as Rate Outlook Settles

Real estate finished Q1 2026 as one of the TSX's modest positive sectors (+1.87%), recovering some ground from the rate-driven losses of recent years. Canadian REITs are sensitive to interest rate expectations — with the BoC holding steady and cuts not expected imminently, the REIT recovery remains gradual. If you're a dividend-focused investor looking for income, Canadian REITs offer yields in the 4–7% range, but interest rate risk remains a consideration.

→ communityamerica.com — Q1 sector data
So What — For the Self-Directed Investor

If you're sitting on cash in a TFSA or RRSP that isn't working, the current GIC window of 3.5–3.85% is genuinely attractive for a guaranteed return — especially if you're risk-averse or close to a near-term goal like a home purchase or planned withdrawal. Gold continues to be one of the year's most compelling stories, though at $4,860/oz the easy gains may already be in. A 5–10% allocation to a gold ETF as portfolio insurance is a reasonable consideration for a balanced, long-term portfolio.

06
Currency & Global Markets — What It Means for Your US-Listed Holdings
CAD/USD · April 17, 2026

The Loonie Is at 0.728 USD — Recovering Slightly But Still Weak. What That Means for You.

The Canadian dollar traded at approximately 0.728 USD on April 17 — up slightly from the April 3 low of 0.717 (the weakest point of 2026), but still meaningfully below the January high of 0.741. The recovery this week was driven by USD weakness: the US Dollar Index (DXY) fell toward a 4-week low, as Iran ceasefire optimism reduced safe-haven demand for the USD. For Canadians holding US-listed stocks or ETFs like VFV, QQQ, or SPY, a weak CAD is a tailwind on the way up — but means more conversion cost when you sell or reinvest dividends.

→ tradingeconomics.com — CAD/USD April 2026
US Dollar · DXY at 4-Week Low

A Weak US Dollar Has Been the Quiet Driver of This Week's Global Rally — Including Canadian Markets

The US Dollar Index (DXY) fell to approximately 98 this week, near a 4-week low, as Iran ceasefire news reduced geopolitical risk premium in the USD. A weaker USD is generally good for commodity prices (oil, gold), for emerging markets, and for Canadians holding USD assets (since those assets are worth more in CAD on conversion). It also means Canadian manufacturing exports become slightly more competitive in USD terms.

→ tradingeconomics.com — Currency commentary April 2026
Global Markets · Europe & Asia

European and Asian Markets Also Surged on Iran Ceasefire — A Synchronized Global Relief Rally

The Iran ceasefire didn't just move North American markets — Asian and European benchmarks surged in parallel, with the relief rally described as "synchronized" across regions. The Strait of Hormuz blockade had been particularly disruptive for Asian economies dependent on Gulf oil imports. A partial reopening of the strait benefits global shipping and manufacturing supply chains, which has positive downstream effects on Canadian resource exporters whose products feed Asian industrial demand.

→ npr.org — Global market reaction to ceasefire
◆ Watch · Norbert's Gambit on Wealthsimple

Wealthsimple Plans to Launch Norbert's Gambit in 2026 — A Major Feature for US Stock Investors

Norbert's Gambit is a technique that lets investors convert CAD to USD (and vice versa) at near-wholesale rates — avoiding the typical 1.5% currency conversion fee. Questrade already offers it. Wealthsimple has announced it's coming to their platform in 2026. For Canadian investors who regularly buy US-listed stocks or ETFs, this could save hundreds of dollars annually. If you're on Wealthsimple and regularly purchasing VFV, QQQ, or US stocks, watch for this feature rollout.

→ milesopedia.com — Norbert's Gambit coming to Wealthsimple
So What — For the Self-Directed Investor

The current CAD at ~0.728 is meaningful context for any decision to buy US-listed assets. You're getting US stocks at a ~27% premium in Canadian terms relative to par — that's significant. It's not a reason to avoid US equities (they've dramatically outperformed over any long period), but it's a reason to be aware. If the CAD strengthens significantly over the next year — say, back to 0.75+ on a peace deal or BoC/Fed rate convergence — any USD holdings you sell will return fewer Canadian dollars than you might expect.

07
Platforms & Tools — What's Changing at Canadian Brokerages
◆ Notable Move · Questrade Pro

Questrade Launches Pro Platform — Advanced Charts, AI Analysis, and Physical Gold From $5

Questrade launched Questrade Pro, a new browser-based advanced trading platform with 1-second candles, professional-grade charting, and built-in AI analysis tools. Alongside this, Questrade announced "Quest Metals" — fractional physical gold purchases starting from $5, stored at the Royal Canadian Mint. Private equity, private credit, and pre-IPO access are also coming through 2026. This represents a major step up from a simple commission-free brokerage toward a full-featured platform. The Pro rollout began via a waiting list and is expanding in 2026.

→ financemagnates.com — Questrade Pro launch
Wealthsimple · AI Research Dashboard

Wealthsimple's Upcoming AI Research Dashboard Will Offer Natural-Language Stock Screening

Wealthsimple is building an AI research dashboard that will let investors screen stocks using natural language queries, get market-driver summaries, and detect patterns in their holdings. This is on top of existing improvements to their Active Trader experience. Wealthsimple manages $100B AUD (vs Questrade's $85B), and these AI tools are aimed squarely at the engaged self-directed investor who wants more than a buy/sell button.

→ fathom4sight.ai — Wealthsimple vs Questrade 2026
Qtrade · Commission-Free

Qtrade Went Commission-Free — The Entire Canadian Brokerage Landscape Is Now Fee-Competitive

Following Questrade's move to commission-free trading in early 2025, Qtrade Direct Investing also eliminated trading commissions. As of 2026, every major Canadian self-directed brokerage — Wealthsimple, Questrade, and Qtrade — offers $0 commission trades on stocks and ETFs. This shifts the comparison from "who's cheapest" to "who gives the best platform experience, research tools, and USD workflow." Questrade wins on USD; Wealthsimple wins on simplicity and banking integration.

→ stockbrokers.com — Canadian brokerage comparison 2026
◆ Watch · 2026 Fee Transparency Rules

New "Total Cost Reporting" Rules Mean Your 2026 Brokerage Statements Will Show Fees in Dollars

Under new 2026 TCR regulations, your annual investment statements will now include the Fund Expense Ratio (MER + TER) expressed in actual dollar terms, not just as a percentage. If you hold mutual funds or actively managed ETFs, you'll see for the first time exactly how much you paid in fees last year. For self-directed investors holding low-cost index ETFs, this change will confirm what they already know. For anyone still holding higher-fee products, it may be a wake-up call worth acting on.

→ wealthradiant.com — TCR rules 2026
So What — For the Self-Directed Investor

The Canadian brokerage race is now genuinely competitive, which is good for you. If you're on Wealthsimple and mostly buying Canadian ETFs in CAD, you're well served. If you regularly buy US stocks or ETFs, Questrade's existing Norbert's Gambit support likely saves you more money than any other single decision you can make. Questrade's Pro platform and physical gold access are new features worth exploring if you want more than the basics. The new fee transparency rules arriving in 2026 statements are worth reviewing with fresh eyes — especially if you have older, higher-cost products you haven't revisited in years.

08
What Institutional Money Is Doing — Berkshire, Pensions & Major Funds
Berkshire Hathaway · Greg Abel Year One

Berkshire Under New CEO Greg Abel Has $373B in Cash — Watching for the First Major Deployment

Warren Buffett retired as Berkshire Hathaway CEO on January 1, 2026 — remaining as chairman — with Greg Abel now running the company day-to-day. Berkshire holds a record $373B cash pile and a ~$274B equity portfolio. Abel has resumed share buybacks and made Berkshire's first major overseas equity investment of the year (Tokio Marine, a Japanese insurer). The Q1 2026 13F filing, due mid-May, will be closely watched for Abel's first independent capital deployment signals. Berkshire's top holdings remain Apple, American Express, Bank of America, Coca-Cola, and Chevron.

→ ibtimes.com.au — Berkshire 2026 portfolio moves
Berkshire Positioning · Insurance & Energy

Abel Is Leaning Into Insurance and Energy — Trimming Media and Certain Tech

Based on the most recent 13F filing (covering Q4 2025), Berkshire increased exposure to Chubb (insurance) and Domino's Pizza, while exiting Liberty Media tracking stocks (converted to Sirius XM shares) and selectively trimming certain financial and technology names. The overall posture: disciplined, conservative, large-moat businesses with pricing power and strong balance sheets. Abel's first original move was a Japanese insurance stake — suggesting international diversification is now on the table.

→ acquirersmultiple.com — Berkshire portfolio update
CPP & Canadian Pensions

Canada's Pension Giants Are Globally Diversified — Their Moves Signal Long-Term Structural Themes

CPP Investments, OMERS, and the Ontario Teachers' Pension Plan are among the world's largest institutional investors. While specific April 2026 transactions weren't disclosed this week, the broad trend from their 2026 positioning has been: continued rotation into infrastructure, private credit, and global real assets. These pension funds are also significant holders of Canadian financial stocks and global infrastructure — sectors that benefit from the current stable-rate environment.

→ rbc.com — Canadian economic outlook 2026
◆ Watch · Berkshire Q1 13F — Due Mid-May

Greg Abel's First Full Quarter of Decisions Will Be Revealed in the Mid-May 13F Filing

The Q1 2026 13F filing — covering January through March 2026 — will be the first to fully reflect Greg Abel's independent investment decisions as Berkshire's new CEO. Analysts and retail investors worldwide will parse it for signals about whether Abel continues Buffett's playbook or begins establishing his own. Sectors to watch: whether energy exposure was added (consistent with Abel's background in energy), whether cash deployment accelerated, and any new positions initiated.

→ ibtimes.com.au — Berkshire 2026 capital allocation
So What — For the Self-Directed Investor

You can't replicate Berkshire or CPP's access to private deals and insider relationships, and you shouldn't try. But there's something useful in what they signal directionally: a preference for durable, cash-generating businesses with pricing power over speculative growth, and a clear move toward international diversification and infrastructure. Those aren't bad signals for a retail investor building a long-term, balanced portfolio. Berkshire's 13F in May is worth reading not to copy their trades, but to understand the reasoning behind the positioning of one of history's most disciplined capital allocators — now under new management.

What to Watch — April 21–25, 2026
Mon · Apr 21 1

US-Iran Ceasefire Expires — The Most Important Non-Market Event of the Week

The two-week US-Iran ceasefire expires on Tuesday April 21. Brent crude was already back near $99 before the week began, signalling that markets haven't priced a clean peace outcome. If the ceasefire collapses, expect oil prices to spike, energy stocks to rally, and broad market volatility to return. If a deal extends or formalizes, energy stocks may give back gains and the relief rally could continue. Monitor WTI crude prices Monday and Tuesday as the leading indicator.

→ cnbc.com — Ceasefire expiry and oil outlook
Tue · Apr 29 2

Bank of Canada Rate Decision + Monetary Policy Report — April 29

The Bank of Canada's next rate decision on April 29 comes with a full Monetary Policy Report — the first major economic forecast update since the Iran ceasefire and the Carney majority. Rates are almost universally expected to hold at 2.25%, but the language in the MPR will signal how the BoC is reading the trade environment, inflation trajectory, and any impact from geopolitical stabilization. This will shape GIC rates, mortgage outlooks, and CAD direction for the next 6–8 weeks.

→ bankofcanada.ca — April 29 rate decision
Week of Apr 21 3

Earnings Season Continues — Waste Connections and Fairfax Financial on TSX Radar

The coming week brings earnings from Waste Connections and Fairfax Financial on the TSX side — two names being closely watched to gauge how Canadian companies are managing the headwinds from elevated oil prices and global uncertainty. On the US side, earnings season continues with major tech and consumer names reporting. Any miss from a large tech company could dent the Nasdaq's 12-session win streak and pull SHOP and other Canadian tech-adjacent names lower in sympathy.

→ tradingeconomics.com — TSX earnings calendar