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TSX Rebounded Pre-Fed; Crude Sell-Off Continues on Worries of Demand-Destruction

Published 2022-09-19, 11:11 a/m
© Reuters.
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By Ketki Saxena 

Investing.com -- At 11:10 a.m in Toronto, the S&P/TSX Composite Index was at 19,461.97 points, up 0.39% in the day's trading as North American equities rebounded from last week’s brutal sell-off, immediately ahead of the U.S. Fed’s next move due Wednesday. 

The U.S. central bank’s two-day meeting begins tomorrow, with a 75 basis point hike nearly fully priced in at this stage. While investors adjust bets and buy the dip immediately ahead of the meeting, the prospect for risk assets looks bearish following the Fed’s steadfastly hawkish commentary. Investors have not ruled out a 100 bp move following last week’s roaring hot US inflation figures. 

Further gains on the commodity heavy index Canadian were capped by losses in crude weighed down by crude, also weighed by expectations of rate-hikes from central banks likely to curtail economic activity and fuel demand. The Bank of Japan is also set to make a policy announcement this week, follow next week by the Bank of England.  Crude was also pressured by a stronger dollar ahead of the Fed, which makes the greenback-priced commodity more expensive to holders of other currencies. 

The Biggest Stories on Bay Street 

Kinross Gold (TSX:K) announced today that it will ramp up share buybacks, after what the company referred to as "constructive discussions" with Elliott Investment Management, the notoriously active activist investor that most Canadian investors likely know for its stringent criticism of Suncor (TSX:SU) earlier this year. Like Suncor, Kinross has significantly underperformed peers this year. Kinross will now buy back $300 million in shares over the remainder of 2022, and In 2023 and 2024, allocate 75% of its excess cash (defined as free cash flow after paying interest and dividends) to share buybacks.

Australia’s Link Administration Holdings Ltd. rejected a revised proposal from Canada’s Dye & Durham (TSX:DND) Ltd after a UK regulator announced that the Canadian company may have to pay up to £306 million ($463 million) on LInk’s behalf, related to a fund-collapse in 2019. Dye & Durham’s announced it could not redress payments and put forward a new proposal - bow rejected by Link -  structured as an upfront cash payment of A$3.81 per Link share, plus a contingent payment. 

Canadian Stocks Moving Market this Morning 

Top Gainers 

  • Kinross Gold Corp (NYSE:KGC) +9.22% 
  • Air Canada (TSX:AC): +4.79% 
  • BELLUS Health Inc. (TSX:BLU) +4.63% 

Top Losers: 

  • Bausch Health (TSX:BHC) (-2.35%)
  • Cronos (TSX:CRON) (-2.67%) 
  • Jamieson Wellness (TSX:JWEL) (-2.60%)

In Canadian Economics 

Statistics Canada announced today that the prices for products sold by manufacturers operating in Canada, measured by the Industrial Product Price Index  (IPPI) declined 1.2% month over month in August. Year over year, the IPPI increased 10.6%. 

The Raw Materials Price Index (RMPI), which measures the prices of raw materials purchased by manufacturers operating in Canada, as measured by declined 4.2% on a monthly basis in August and was up 17.6% year over year.

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