The numbers behind U.S. tariffs

September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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September 2025 Update

August 29, 2025 |Karen Robertson
The Markets The TSX is up 4.3% for the month of August and 15% year to date. The S&P 500 is up 2.6% for the month of August and 10.5% year to date. The NASDAQ is up 2.8% for the month of August and 12.4% year to date. (Numbers as of close August 29, 2025)...
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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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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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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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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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How income splitting can create tax savings

How income splitting can create tax savings

January 01, 2025 |RBC Wealth Management

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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December 2024 Update

December 02, 2024 |Karen Robertson

North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs.

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November 2024 Update

November 01, 2024 |Karen Robertson
The Markets The TSX is up 2.1% for October and up 16.9% year to date. The S&P 500 is up 0.9% in October and up 21.9% year to date. The NASDAQ is up 2.3% in October and up 24% year to date. These numbers are as of close October 31, 2024 On Oct 12, 2022...
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April 2024 Update

August 07, 2024 |Karen Robertson

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)

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