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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Not Feeling So Liberated

April 22, 2025 |Matt Barasch

Over the past several months, markets have experienced a significant shock as uncertainty over tariffs and their impact on the global economy have shaken investor confidence. Enjoy our discussion on the evolving situation.

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photo credit - youthfootballonline.com

Thoughts On ... Hand-Offs are Tricky

April 14, 2025 |Matt Barasch

For those non-football acolytes, when a team has a lead and the other team is going to run out of time before getting the ball back, the team with the lead will have the quarterback take the snap of the football and then quickly take a knee.

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Thoughts On ... Feeling Liberated

April 03, 2025 |Matt Barasch

One of the things we would want to do if we had a really dumb idea that would almost certainly cause more harm than good is come up with a catchy name.

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Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

March 28, 2025 |Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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photo credit: richmoneymind.com

Thoughts On ... The Return of the Perfect Timer

March 24, 2025 |Matt Barasch

This week, we reflect on a party that took place in Hollywood some 37-years ago. That night, Michelle Pfeiffer, fresh off playing a witch in the Witches of Eastwick, attended a party (location uncertain) with her friend and costar Jack Nicholson.

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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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Thoughts On ... Comparative Advantage

March 07, 2025 |Matt Barasch

It has been a volatile week as the on again, off again, on again, but with some carve outs, off again, but only for a month, on again shenanigans of the U.S.-induced global trade war took effect.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

March 06, 2025 |Frances Donald and Cynthia Leach

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

March 06, 2025 |Frances Donald and Cynthia Leach
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...
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