Interest Rates, Commodities & a Stronger Fall

The August edition of The Market this Month is live - and markets certainly haven’t taken the summer off.

Powered by the Canadian Securities Exchange in partnership with Stockhouse, host Anna Serin is joined by Bruce Campbell of StoneCastle Investment Management to explore the shifting market landscape and the increasingly constructive outlook for the fall.

Spotlight topic: Broadening market leadership and renewed commodity momentum

With investors reassessing the direction of interest rates, market leadership is expanding beyond large-cap technology. Precious metals are beginning to reaccelerate, copper remains strong, and sectors such as software, industrials, and financials are gaining momentum.

Also in this episode:

• Interest rates: How changing expectations are influencing investor sentiment
• Commodities: Why gold, copper, and uranium could be positioned for a stronger fall
• Sector rotation: Market leadership continues to broaden across industries and market capitalizations
• Capital formation: Strong summer financings demonstrate continued demand for compelling growth stories

The CSE also welcomed nine new issuers during the month, while Canadian Copper, Evolve Royalties, Replenish Nutrients, and several other listed companies announced notable financings.

With corporate earnings remaining strong and capital continuing to move into risk-on asset classes, could markets be setting up for an active finish to 2026?

Watch the latest episode of The Market this Month to learn more.

#AlwaysInvested

#CSE #CanadianSecuritiesExchange #Stockhouse #SmallCap #CapitalMarkets #Commodities #Mining #Gold #Copper #InterestRates #MarketOutlook