Geoffrey Morgan
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geoffmorgan.bsky.social
Geoffrey Morgan
@geoffmorgan.bsky.social
340 followers 34 following 20 posts
Equities reporter with Bloomberg News in Toronto. Opinions my own.
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Reposted by Geoffrey Morgan
bloomberg.com
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November 24, 2025 at 2:00 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Despite trade tensions and a weakening economy, Canada's TSX index outshone its US counterpart in the first half thanks to a record-breaking gold rally.

The question now is whether the gold-led rally will fade. More from @geoffmorgan.bsky.social and I:

www.bloomberg.com/news/article...
Gold Helps Canada’s Stocks Benchmark Outshine the S&P 500
Despite ongoing trade tensions and a weakening economy, Canada’s main stocks benchmark outshone its US counterpart in the first half thanks to a record-breaking gold rally.
www.bloomberg.com
July 2, 2025 at 12:10 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Money managers who pointed to the TSX as a safe place to hide if the US tech bubble burst are now pivoting from that advice as Canadian stocks are "caught in the downdraft" of tariff drama.

More from @geoffmorgan.bsky.social, @cuhe.bsky.social and I:

www.bloomberg.com/news/article...
Shine Is Off Canadian Stocks as Tariff Drama Hurts Tech and Gold
Investment fund managers who pitched Toronto-listed stocks as a place to hide from a US technology downturn have changed that advice because of President Donald Trump’s tariffs.
www.bloomberg.com
April 8, 2025 at 12:26 PM
Reposted by Geoffrey Morgan
decloet.bsky.social
April 3, 2025 at 7:01 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Canadian stocks dropped in morning trading, falling with global markets after US President Donald Trump applied tariffs to most of its trading partners.

From @geoffmorgan.bsky.social and I in our @bloomberg.com markets coverage:

www.bloomberg.com/news/article...
Canada Stocks Fall Most Since 2022 in Tariff-Induced Market Rout
Canadian stocks dropped in morning trading, falling with global markets after US President Donald Trump applied tariffs to most of its trading partners.
www.bloomberg.com
April 3, 2025 at 5:41 PM
geoffmorgan.bsky.social
Volatility from trade tensions with the US kept a lid on Canada’s market for equity deals in the first quarter, even as activity in precious metals perked up.
Trade War Saps Canadian Share-Sale Market Despite Metals Deals
Volatility from trade tensions with the US kept a lid on Canada’s market for equity deals in the first quarter, even as activity in precious metals perked up.
www.bloomberg.com
April 2, 2025 at 3:05 PM
geoffmorgan.bsky.social
Vehicle buyers in Canada are trying to beat the price hikes of a trade war, as the government of Prime Minister Mark Carney prepares to strike back against the latest fusillade of import taxes from the White House.
Trump’s Trade War Forces Canada Into Decision on Whether to Hit US Autos
Vehicle buyers in Canada are trying to beat the price hikes of a trade war, as the government of Prime Minister Mark Carney prepares to strike back against the latest fusillade of import taxes from th...
www.bloomberg.com
April 2, 2025 at 3:04 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Canada's Conservative Party promise to allow individuals to avoid income taxes on some investments in domestic companies is being lauded by some in Toronto’s financial district.

More from @geoffmorgan.bsky.social and I:

www.bloomberg.com/news/article...
Canada Conservatives’ Tax-Shelter Plan Is Potential Boon for Toronto Stocks
An election promise by Canada’s Conservative Party that would allow individuals to avoid income taxes on some investments in domestic companies is being lauded in Toronto’s financial district.
www.bloomberg.com
March 27, 2025 at 5:53 PM
geoffmorgan.bsky.social
A Canadian investment firm changed the name of its US-focused subsidiary to Made in America Gold from NV King Goldlands. The switch comes as US President Donald Trump is encouraging firms to relocate operations to the country and threatening imports with escalating tariffs.
Bullion Explorer Makes MAGA Pitch With New Name: Made in America Gold
A Canadian investment firm changed the name of its US-focused subsidiary to Made in America Gold from NV King Goldlands. The switch comes as US President Donald Trump is encouraging firms to relocate ...
www.bloomberg.com
March 24, 2025 at 7:26 PM
Reposted by Geoffrey Morgan
mathieudion.bsky.social
Despite patriotic Canadians' desire to boycott American goods, many rely on Starlink's internet service, which has become a lifeline for remote communities.

“What is the alternative? There’s not much alternative,” said Quebec’s minister Gilles Belanger.

www.bloomberg.com/news/article...
Canada’s Anti-Musk Pivot Hits Starlink’s Second-Biggest Market
Ontario Premier Doug Ford on Tuesday responded to US President Donald Trump’s tariffs by ripping up the Canadian province’s contract with Elon Musk’s Starlink. “It’s done; it’s gone,” Ford said of the...
www.bloomberg.com
March 6, 2025 at 2:07 PM
Reposted by Geoffrey Morgan
brianplatt.bsky.social
Actual Bloomberg alert just sent:

*TRUMP: GLOBALISTS ARE BEHIND STOCK SELL OFF
March 6, 2025 at 8:29 PM
Reposted by Geoffrey Morgan
decloet.bsky.social
Last chance? If it’s a product of the USA, Canadian consumers are increasingly saying, “no chance.”

Story by our @geoffmorgan.bsky.social (gift link)

www.bloomberg.com/news/article...
‘Buy Canada, Bye America’: Trump’s Taunts Spur Fury in the North
Grocery stores are promoting homegrown produce to consumers as 85% of Canadians hunt for alternatives to US goods.
www.bloomberg.com
March 2, 2025 at 10:14 PM
Reposted by Geoffrey Morgan
twseal.bsky.social
The "Buy Canada" movement is real, reports @geoffmorgan.bsky.social

At Loblaws, the country’s largest food purchaser, sales of Canadian food had already grown by 8% in the first week of February - before signs identifying domestic products went up
‘Buy Canada, Bye America’: Trump’s Taunts Spur Fury in the North
Grocery stores are promoting homegrown produce to consumers as 85% of Canadians hunt for alternatives to US goods.
www.bloomberg.com
February 27, 2025 at 4:31 PM
geoffmorgan.bsky.social
Canadians are buying either local produce or non-US produce. Shunning American alcohol. Cancelling US-bound trips.

My latest: The Buy Canada, Bye America movement:
www.bloomberg.com/news/article...
‘Buy Canada, Bye America’: Trump’s Taunts Spur Fury in the North
Grocery stores are promoting homegrown produce to consumers as 85% of Canadians hunt for alternatives to US goods.
www.bloomberg.com
February 28, 2025 at 1:01 PM
Reposted by Geoffrey Morgan
kevinorland.bsky.social
If you were wondering whether Canadians were still upset about Trump's tariff threats, @geoffmorgan.bsky.social has some news for you

www.bloomberg.com/news/article...
‘Buy Canada, Bye America’: Trump’s Taunts Spur Fury in the North
Grocery stores are promoting homegrown produce to consumers as 85% of Canadians hunt for alternatives to US goods.
www.bloomberg.com
February 27, 2025 at 10:21 PM
Reposted by Geoffrey Morgan
bubbaprog.xyz
AS CALLED ON:

Canadian TV (English)
Canadian TV (French)
NHL Radio
ESPN Deportes
February 21, 2025 at 4:34 AM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Coveo CEO Louis Tetu sets his investment sights past the Magnificent Seven and toward energy stocks, banking on power-hungry AI data centers to drive more demand. $CVO

More from me, @geoffmorgan.bsky.social and @mathieudion.bsky.social:

www.bloomberg.com/news/article...
Coveo Executive Tetu Looks Past Tech, Invests in Energy
The chief executive officer of artificial intelligence-focused Coveo Solutions Inc. doesn’t invest in the Magnificent Seven. Instead, his portfolio features one of the market’s cheapest sectors.
www.bloomberg.com
February 11, 2025 at 6:30 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
Canadian money managers are gearing up for more turbulence in trading this week with tariff uncertainty hanging over the markets.

They're eyeing cash, gold names, among others. More in the latest from @geoffmorgan.bsky.social and I:

www.bloomberg.com/news/article...
Canadian Traders Pivot to Safe Bets as Tariff Threats Ramp Up
Canadian money managers are gearing up for more turbulence in trading this week after an escalating trade war sparked Monday’s sharp selloff.
www.bloomberg.com
February 4, 2025 at 2:09 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
One day of extreme volatility has shaken Canada’s stock market to the point that strategists may re-consider their benchmark targets for the entire year, argue some Bay Street market strategists.

More from @geoffmorgan.bsky.social and I:

www.bloomberg.com/news/article...
Trump’s Tariff Shock Forces Rethink of Canadian Index Targets
One day of extreme volatility has shaken Canada’s stock market to the point that strategists may re-consider their benchmark targets for the entire year.
www.bloomberg.com
February 4, 2025 at 2:11 PM
Reposted by Geoffrey Morgan
kevinorland.bsky.social
From the rocky shores of Newfoundland to the towering forests of British Columbia, Canadians have an unfamiliar feeling growing inside them: They are angry.

Very, very angry.

www.bloomberg.com/news/article...
Canadians Boo US Anthem as They Seethe Over Trump Tariff Threats
From the rocky shores of Newfoundland to the towering forests of British Columbia, Canadians have an unfamiliar feeling growing inside them: They are angry.
www.bloomberg.com
February 3, 2025 at 9:11 PM
geoffmorgan.bsky.social
Canada’s benchmark stocks gauge may see a sharp correction after US President Donald Trump signed an executive order imposing tariffs on imports from the country on Saturday, analysts say.

www.bloomberg.com/news/article... w/ @stephaniehughes.bsky.social
Canadian Stocks Are Likely to See Correction After Trump Tariffs
Canada’s benchmark stocks gauge may see a sharp correction after US President Donald Trump signed an executive order imposing tariffs on imports from the country on Saturday, analysts say.
www.bloomberg.com
February 3, 2025 at 3:20 PM
Reposted by Geoffrey Morgan
stephaniehughes.bsky.social
As Canada’s currency weakens, fund managers are leaning into sectors that pay expenses in CAD while collecting revenue in US dollars. That has made buying stocks in gold miners a jackpot trade.

The latest from @geoffmorgan.bsky.social and I:

www.bloomberg.com/news/article...
Gold Stocks Shine in Toronto as Yawning Rate Gap Pummels Loonie
As Canada’s currency weakens, fund managers are leaning into sectors that pay expenses in the local currency while collecting revenue in US dollars. That has made buying stocks in gold miners a jackpo...
www.bloomberg.com
January 28, 2025 at 9:34 PM
Reposted by Geoffrey Morgan
kevinorland.bsky.social
President Trump’s repeated threats to impose steep tariffs on Canada and other friendly nations have left Toronto with some of the world’s worst-performing oil and gas stocks

@geoffmorgan.bsky.social breaks it down

www.bloomberg.com/news/article...
Trump Tariff Threats Widen Gap Between US, Canada Oil Stocks
President Donald Trump’s repeated threats to slap steep tariffs on Canada and other friendly nations have left Toronto with some of the world’s worst-performing oil and gas stocks.
www.bloomberg.com
January 22, 2025 at 6:32 PM
geoffmorgan.bsky.social
ICYMI: Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.

www.bloomberg.com/news/article...
Canada a ‘Good Place to Hide’ If US Stocks Drop, Contrarian Says
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
www.bloomberg.com
January 22, 2025 at 5:27 PM
geoffmorgan.bsky.social
President Donald Trump’s repeated threats to slap steep tariffs on Canada and other friendly nations have left Toronto with some of the world’s worst-performing oil and gas stocks.
Trump Tariff Threats Widen Gap Between US, Canada Oil Stocks
President Donald Trump’s repeated threats to slap steep tariffs on Canada and other friendly nations have left Toronto with some of the world’s worst-performing oil and gas stocks.
www.bloomberg.com
January 22, 2025 at 5:26 PM