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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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’...
Read more

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...
Read more

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...
Read more

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...
Read more
Previous
Next