Shock and tariff

Four key perspectives on the selloff

Extreme stock market corrections are difficult to endure. We answer key questions on investors' minds, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds

                                                                                             Article by: Kelly Bogdanova 

                                                                                             For the link to the article: Please click here

Trump's "Liberation Day": What Comes Next?

Starting April 5th, the U.S. is imposing 10% baseline tariffs, with most countries facing a tariff rate that appears to be based on a calculation of trade deficits as a share of exports from that country.

Article by: Varun Srivatsan

                                                                                              For the link to the article: Please click here

 

U.S. Reciprocal Tariffs Spare Canada/Mexico For Now But Trade Risks Remain

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 compiant trade. 

Article By: Nathan Janzen & Claire Fan

                                                                                             For the link to the article: Please click here

U.S. Tariff Policy in Flux

As U.S. trade policy turns more protectionist and unreliable, the macro dynamics of the 2018 - 2019 U.S. - China trade war offer a useful, if imperfect, guide to assessing the potential impact of tariffs.

Article by: Joseph Wu, CFA & Josh Nye

                                                                                              For the link to the article: Please click here

Five things we learned this week about U.S.- Canada trade 

Trade angst isn't likely to go away anytime soon. Bank of Canada would likely cut interest rates further. Retaliatory strategy would impact growth and inflation. Fiscal strategies suggest both outlays and reforms could be in play

Article by: RBC Economics

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RBC Economics

What tariffs could mean for the U.S. economy

U.S. President Donald Trump's first term offers a limited economic playbook for the magnitude of trade policy changes now being discussed. 

Article by: Michael Reid

                                                                                              For the link to the article: Please click here

 

Portfolio Advisory Group - Global Insight Monthly

Tariffs' leverage extends far beyond trade

When it comes to investing, we need to look beyond the labels politicians slap on ideas and focus on the economic realities that are driving decision-making. 

Article by: Atul Bhatia, CFA

                                                                                                         For the link to the article: Please click here

RBC Global Asset Management

Navigating the uncertain waters of tariffs 

Chief Economist Eric Lascelles provides a deep dive into the recent tariff announcements, scenarios that could unfold from here, and the associated implications for the economy.

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A U.S. - Canada Trade Shock Now In Play:

First Economic Takeaways 

Article by: Frances Donald and Nathan Janzen 

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Canada Confronts U.S. Protectionism

U.S. trade policy is taking a more restrictive turn with potential implications for Canada's economy and equity market. 

Article by: Joseph Wu, CFA 

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Talking About Tariffs:

What's next for the Canadian economy?

Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted.            [21 minutes, 59 seconds] (Recorded: November 26, 2024)

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