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          Recent Posts

          How tariff policy unpredictability is rippling through U.S. Treasury bonds

          U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

          The Fed and its dueling dual mandate

          Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

          Beyond tariffs, what can the U.S. do in its quest for trade balance?

          Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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          Adrian Hidaka

          Investment Advisor
          adrian.hidaka@rbc.com
          Phone: 416-974-8431
          Cell: 647-482-6888

          Alain Huneault

          Associate
          alain.huneault@rbc.com
          Phone: 416-974-5276
          Fax: 416-842-3472


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