Global Insight Weekly - March13, 2025

March 14, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. In brief – Tariffs: Bracing for market impact The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...
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Tariffs’ leverage extends far beyond trade

March 07, 2025 |Beth Arseneau
Tariffs, in their modern form, are a trade measure. Higher U.S. import duties help domestic producers compensate for lack of cost competitiveness. An import tax helps reduce the U.S. trade deficit in the near term, although the longer-term picture becomes...
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Global Insight Monthly - March 2025

March 06, 2025 |Beth Arseneau
I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy. This month’s highlights: Power...
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Global Insight Weekly - February 28, 2025

February 28, 2025 |Beth Arseneau
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...
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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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Global Insight Monthly - February 2025

February 05, 2025 |Beth Arseneau
I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy. This month’s highlights: Tariffs’...
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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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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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