I'm pleased to share RBC Wealth Management's latest investment newsletter.

 

In brief: U.S. tariff policy in flux

As U.S. trade policy turns more protectionist and unreliable, the macro dynamics of the 2018–2019 U.S.-China trade war offer a useful, if imperfect, guide to assessing the potential impact of tariffs. This is an executive summary of our more comprehensive article on the topic.

 

Regional developments: Can interprovincial trade barriers within Canada be resolved?; The “Magnificent 7” trade shows signs of losing steam; Banks the standout among European equities’ strong start in 2025; Berkshire Hathaway to increase its stake in top Japanese trading houses

 

Please take some time to review the Link.

 

Feel free to contact me with any questions and/or to discuss investment ideas.

I appreciate the opportunity to serve you and look forward to continuing to help you accomplish your long-term financial goals.

 

Beth Arseneau, FMA, CIM
Portfolio Manager
416-960-4592
beth.arseneau@rbc.com