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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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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Canada’s housing market outlook: Sustaining recovery in uncertain times

Canada’s housing market outlook: Sustaining recovery in uncertain times

 February 11, 2025 |Robert Hogue

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

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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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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

 February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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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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