Bi-Weekly Client Letter - April 17, 2025

 April 17, 2025 |Beth Arseneau
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

 April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Bi-Weekly Client Letter - April 8, 2025

 April 08, 2025 |Beth Arseneau
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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Navigating the Impact of U.S. Tariffs on Canada

Navigating the Impact of U.S. Tariffs on Canada

 April 04, 2025 |RBC Wealth Management Canada
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Food Fight: China’s tariffs adds to exporters’ woes

 April 03, 2025 |Beth Arseneau
China retaliated with tariffs of its own on various Canadian agricultural exports in response to Ottawa’s tariffs last fall on Chinese electric vehicles and metals. The new tariffs mark an escalation in trade tensions between Canada and China, with the...
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U.S. reciprocal tariffs spare Canada/Mexico for now but trade risks remain

 April 03, 2025 |Beth Arseneau
The long-awaited U.S. reciprocal tariffs announced have been large and broad-based, but critically exempt Canada and Mexico (at least for now) through CUSMA/USMCA compliant trade. The announcement includes a baseline 10% minimum tariff rate for all countries...
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