The Federal Reserve raised its 2026 PCE inflation forecast to 3.6% and lifted its projected terminal rate to 3.8%, signalling a more hawkish and cautious policy stance. The shift dampened expectations for interest-rate cuts later this year and sparked a broad selloff in global risk assets. The TSX fell 0.7%, led lower by precious-metals and industrial shares, while gold and silver weakened and oil extended its decline.

Rogers Sugar (TSX:RSI) reported quarterly Adjusted EBITDA of $38.3 million, up 10% year over year, while adjusted EPS rose 15% to $0.14, beating Bay Street expectations. The company held its quarterly dividend at $0.09 per share, implying an annualized yield of 5.2%, as trailing 12-month free cash flow increased to $92.5 million. Its Montreal LEAP expansion, budgeted at $280 million to $300 million, is progressing on time and is slated to enter service in the first half of 2027. The project is expected to add about 100,000 metric tonnes of annual production capacity.

Franco-Nevada（TSX:FNV）2026年第一季度营收达6.507亿美元，同比增长77%；经营现金流5.204亿美元，同比增长80%。增长主要来自金价上涨及Côté Gold等新资产贡献。公司维持全年51–57万盎司黄金当量销售指引，并预计Cobre Panamá流交付将于2026年三季度启动。其无债务、34亿美元可用资本的财务状况支持持续并购扩张。

SSR Mining股价大涨超10%，主因宣布5亿美元股票回购、恢复季度股息及15亿美元矿山出售计划，提振黄金和白银矿业板块；Discovery Silver、Centerra Gold、Lundin Gold等贵金属股均涨逾3.9%。同时，WTI原油期货跌破75美元/桶，创三月新低，对能源股构成压力。Gildan Activewear因做空报告暴跌近19%，但公司予以否认并重申业绩指引。

Rogers Sugar (TSX:RSI) reported fiscal 2026 second-quarter results with consolidated adjusted EBITDA up 10% year over year to C$38.3 million and adjusted net earnings up 15% to C$18.6 million. The company said sugar volumes and raw sugar prices weighed on revenue, but sugar segment adjusted EBITDA still increased to C$33.4 million. Rogers maintained its quarterly dividend at C$0.09 per share, implying an annualized yield of about 5.3%. It is also advancing its C$280 million–C$300 million LEAP capacity expansion project, which is expected to enter service in the first half of 2027.