| 10Y Yield | 4.38% |
| 2Y Yield | 3.90% |
| Fed Funds | 3.64% |
| Unemployment | 4.30% |
| WTI Oil | 114.58 USD |
| BoC Rate | 2.25% |
| GoC 10Y | 3.47% |
| Unemployment | 6.60% |
| CPI | 167.40 |
| Mortgage 5Y | 3.67% |
| Home Price | 201.84 |
- POW.TO WATCH POW.TO 2026-05-12 00:00:00 EPS est. 1.41
- PEY.TO WATCH PEY.TO 2026-05-12 00:00:00 EPS est. 0.70
- CAE.TO WATCH CAE.TO 2026-05-12 00:00:00 EPS est. 0.42
- WN.TO WATCH WN.TO 2026-05-12 00:00:00 EPS est. 0.98
- BTB-UN.TO HELD BTB-UN.TO 2026-05-12 00:00:00
- STN.TO WATCH STN.TO 2026-05-13 00:00:00 EPS est. 1.29
- MFC.TO HELD MFC.TO 2026-05-13 00:00:00 EPS est. 1.11
- H.TO WATCH H.TO 2026-05-13 00:00:00 EPS est. 0.61
No cryptocurrency or stock signals were triggered today, resulting in a quiet trading day.
Sterling processed 12 filings, with three names standing out: – BAM.TO (held): Brookfield Asset Management announced a $500 million strategic partnership with OpenAI. This development is a positive catalyst for the company as it aligns with its asset management and capital deployment strategies focused on AI infrastructure.
– UNH: Sterling flagged Monitor with high earnings quality, but the stock has been under pressure recently. Despite no current position held, this could be worth tracking if the thesis stabilizes. – CN (CNR.TO): Filed STB comments opposing the UP-NS merger application due to completeness issues.
This regulatory friction is beneficial for CN as it delays a competitive threat. Additionally, an adverse alert was issued on FIL/ATOM following vendor breach litigation, raising privacy and custodial risk concerns. No immediate action required but noted for future monitoring. Sterling also duplicated several filings (V, META, BAM), suggesting a review of the pipeline de-duplication process is necessary.
Total cost today was $0.33 on 124 calls, making it an extremely efficient day with costs below half a cent per call.
– BAM.TO: Closely watch for any reaction to the OpenAI partnership at tomorrow’s market open. – UNH: Monitor price action; stabilization could indicate a re-entry setup forming. – General crypto tape remains quiet without significant signals today.
No scheduled earnings flags are expected. Plan to run standard morning briefings and review BAM.TO position sizing in light of the new catalysts.
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