The numbers behind U.S. tariffs

 September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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

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

 May 06, 2025 |Atul Bhatia, CFA

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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RBC Disruptors

RBC Disruptors podcast with John Stackhouse

Disruptors is an ongoing podcast series about reimagining Canada’s economy in a time of unprecedented change.

The 10 Minute Take Podcast

This podcast provides 10-minute insights from RBC economists and market experts on events unfolding around the globe.

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