April 2025 Update

 March 31, 2025 |Karen Robertson
The Markets (as of close March 28, 2025) The TSX is down 2.5% in March and up 0.1% year to date. The S&P500 is down 6.3% in March and down 5.1% year to date. The NASDAQ is down 8.1% and down 10.3% year to date. I have attached our latest article on Tariffs;...
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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

 March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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What is the impact of tariffs on the U.S. economy?

What is the impact of tariffs on the U.S. economy?

 March 06, 2025 |Mike Reid and Carrie Freestone
The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order to impose 25% tariffs on Canada and Mexico on March 4. A new order was also signed for China, increasing tariffs to...
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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

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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March 2025 Update

 February 28, 2025 |Karen Robertson
The Markets The TSX is down 1.5% in February and up 1.7% year to date. The S&P500 is down 0.9% in February and up 1.7% year to date. The NASDAQ is down -1.7% and flat year to date. We have published an article entitled U.S. Tariff policy in Flux. And...
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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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February 2025 Update

 February 04, 2025 |Kimberly Balas
The Markets The TSX is up 4.4% for January. The S&P 500 is up 3.3% in January. The NASDAQ is up 1.9% in January. (as of close Jan 30, 2025) We have published some good articles this month. See attached Global Insight for 2025 with our outlook for the...
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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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January 2025 Update

 January 02, 2025 |Karen Robertson
The Markets The TSX is down 4.43% for December and up 17.7% year to date. The S&P 500 is down 1.96% in December and up 23.8% year to date. The NASDAQ is up 2.8% in December and up 29.8% year to date. As of close Dec 30, 2024 We have published some good...
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