U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

 March 06, 2025 |Frances Donald and Cynthia Leach

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

 March 06, 2025 |Frances Donald and Cynthia Leach
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...
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A Week in Review - Feb 21, 2025

 February 21, 2025 |Jamie Sodhi
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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A Week in Review - February 7, 2025

 February 07, 2025 |Jamie Sodhi
Global equity markets continue to grapple with the threat of U.S. tariffs. 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 will take effect...
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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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Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

 January 30, 2025 |Josh Nye, Canadian Fixed Income Strategist

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

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A Week in Review - January 24, 2025

 January 24, 2025 |Jamie Sodhi
Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign. Nevertheless, markets experienced some renewed strength over the past week after a subdued early start...
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A Week in Review - January 10, 2025

 January 10, 2025 |Jamie Sodhi
Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...
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A Week in Review - December 13, 2024

 December 13, 2024 |Jamie Sodhi
A continued decline in inflationary pressures, combined with ongoing signs of a cooling Canadian economy, recently prompted the Bank of Canada (BoC) to cut interest rates for the fifth consecutive time. In the U.S., the Federal Reserve is also expected...
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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

 December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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