Bi-Weekly Client Letter: February 21, 2025

 February 21, 2025 |Beth Arseneau
Investors need to deal with risk and uncertainty. Nevertheless, the noise level through the first few months of this year has admittedly felt higher than normal. The threat of tariffs, a surprise development in artificial intelligence, higher U.S. inflation...
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Global Insight Weekly - February 13, 2025

 February 14, 2025 |Elizabeth Arseneau
Earnings before policy What matters more for the market, Washington policy or plain vanilla corporate profit trends? While Washington, D.C. will likely capture a lot more business press headlines this year and policy developments could generate volatility...
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Seller set the tone in Canada's housing markets as 2025 rolls in

 February 12, 2025 |Beth Arseneau
It seems the new year has brought renewed optimism for Canadian home sellers. Early reports from local real estate boards showed a surge in new listings in January in several of Canada’s largest major markets led by Vancouver, Calgary, Toronto, and Montreal...
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What tariffs could mean for the US economy

 February 06, 2025 |Beth Arseneau
The threat of sweeping tariffs on Canada, Mexico, and China would have been (and may still be) the most significant trade shock in the US since the Smoot-Hawley Tariff Act of the 1930s. And, while the worst of the shock may be delayed or reduced, we are...
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Washington Strategy: Tariffs & Commodity Impact

 February 03, 2025 |Beth Arseneau
Response to the US Tariffs Levied on Canada and Mexico Since President Trump’s sweeping electoral victory in November, his advisors made it clear that he would break from past precedents on the use of tariffs. Rather than seeking to rectify trade imbalances...
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Oil Strategy Update: Global Pricing Stress Test

 February 03, 2025 |Beth Arseneau
Analysis of Tariff and Sanctions Impacts on an Increasingly Volatile Market The market has gone through the first round of many potential disruptions for 2025. While there is an array of headline risk in the offing, the event risk rally, as well as the...
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Client Letter | Global Insight - January 23rd 2025

 January 24, 2025 |Elizabeth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. Is 2025 the beginning of a small-cap renaissance? After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors...
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A playbook for how to measure a tariff shock in Canada

 January 23, 2025 |Beth Arseneau
U.S. President Donald Trump has taken office, and understandably, there is growing concern about what threatened American tariffs could mean for the Canadian economy. Economists have a head start this time around—it isn’t our first pass at assessing the...
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2024 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

 December 23, 2024 |Beth Arseneau
By RBC Family Office Services The Government House Leader Karina Gould tabled the Fall Economic Statement on Dec. 16, 2024. The 2024 Fall Economic Statement detailed $23.3 billion in new spending over the next six years. No changes to personal or corporate...
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BoC cuts by another 50 bps but with a slightly hawkish tone

 December 18, 2024 |Beth Arseneau
BoC cuts by another 50 bps but with a slightly hawkish tone. The BoC announced a second consecutive 50 bp rate cut in December, bringing total easing for the year to 175 bps—significantly more than other G7 central banks (see Exhibit 1). As recently as...
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