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The "Big 3" economic indicators next week will be solidly reflective of tariff developments. It will be interesting to see how much the underlying economy is truly reacting.

To my clients: I will be away from the office next Wednesday through Friday (at volleyball nationals in Edmonton for my daughter!) and will not be writing a weekly update. I’ll be connected while away and will be periodically checking on news and market...

Not factoring in currency moves, stock markets finished April close to flat, despite a wild and unsettling ride.

Rhetoric softens against China and a trade deal is said to be near with South Korea. And oh, by the way - Powell can stay!

Trump's "pause" might offer a viable path forward for much of the world. However, China's response remains key to any lasting recovery.

Announced tariffs were worse than expected and markets reacted very negatively.

The S&P 500 entered official correction territory yesterday. Corrections are relatively common market phenomena. What needs to be avoided is recession.

... enough said.

Rebalancing North American equity positioning to 65% U.S. and 35% Canada. A new name was added to the U.S. portfolio.