Blog

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

The Markets The markets were strong this month and it’s been volatile this year with tariff talks. This is a good reminder on why we don’t time the market and we focus on long term objectives built into our financial plans. The TSX is up 5.8% for April...

The Markets The TSX is down 0.2% for April and up 0.6% year to date. The S&P500 is down 0.9% for April and down 5.5% year to date. The NASDAQ is down 0.8% for April and down 9.6% year to date. I am attaching our Global Insight Weekly dated May 1, 2025...

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;...

The TSX is up 2.6% for September and up 14.3% year to date. The S&P 500 is up 1.6% in September and up 20.3% year to date. The NASDAQ is down 2.3% in September and up 20.7% year to date. These numbers are as of close Sept 27, 2024.

The TSX is up 4.3% for July and up 8.9% year to date. The S&P 500 is down 0.4% in July and up 14% year to date. The NASDAQ is down 3.3% in July and up 14.2% year to date. (These numbers are as of close July 30, 2024)