Tariffs: Bracing for market impact

March 11, 2025 |Beth Arseneau
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should...
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Global Insight Weekly - March 6, 2025

March 07, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. Vortex of volatility A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re...
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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 20, 2025

February 21, 2025 |Beth Arseneau
How will Europe respond to U.S. tariff threats? For the European Union’s 27 member states, whose trade policy is set collectively, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly...
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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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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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Bi-Weekly Client Letter: 4 February 2025

February 04, 2025 |Beth Arseneau
Global equity markets have been grappling with the threat of U.S. tariffs in recent days. Markets have digested the news reasonably well as the selloff has been unremarkable. That may be partly attributable to uncertainty as to the timing of when tariffs...
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