Navigating the Impact of U.S. Tariffs on Canada

Navigating the Impact of U.S. Tariffs on Canada

April 04, 2025 |RBC Wealth Management Canada
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Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

March 28, 2025 |Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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Canada’s housing market retreats amid trade war

Canada’s housing market retreats amid trade war

March 19, 2025 |Robert Hogue
The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant damage that hefty tariffs would inflict on the economy prompted many buyers and sellers to hit pause in February—leading...
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Market Commentary - March

March 06, 2025 |Paul Belous, CIM - Senior Portfolio Manager
Historically, the last two weeks of February tend to be weak for the market – and the trend has continued this year. There is no shortage of news items, from tariff talk and other domestic and global events, which continue to put investors on edge and...
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PIM Portfolio Update

March 05, 2025 |Paul Belous, CIM - Senior Portfolio Manager
Well, did we expect anything less in regard to Tariffs on Tuesday and the back and forth jabs by both countries? I am not totally certain, but it sure seems to me more of one new administration not really liking or wanting to work with our administration...
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PIM Portfolio Update

February 19, 2025 |Paul Belous, CIM - Senior Portfolio Manager
We have all witnessed the start of the new U.S. administration and there have been not many that have escaped the threat and implementation of tariffs, including Canada, which has been the most noticeable one. This issue will be dealt with however in...
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Canada’s housing market outlook: Sustaining recovery in uncertain times

Canada’s housing market outlook: Sustaining recovery in uncertain times

February 11, 2025 |Robert Hogue

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

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Market Commentary - February

February 04, 2025 |Paul Belous, CIM - Senior Portfolio Manager
The start of the new year always presents opportunities and worries. We have the new U.S. government in office, and it appears to have everyone in its sights for tariffs, including Canada. One thing is certain, and this administration has made it extremely...
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A U.S.-Canada trade shock now in play: first economic takeaways

A U.S.-Canada trade shock now in play: first economic takeaways

February 02, 2025 |Frances Donald and Nathan Janzen
Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce a clear analysis with the recognition that the evolution of trade policies, and policymakers’ responses to them, still...
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A playbook for how to measure a tariff shock in Canada

A playbook for how to measure a tariff shock in Canada

January 23, 2025 |Frances Donald and Nathan Janzen
U.S. President Donald Trump has taken office, and understandably, there is growing concern about what threatened American tariffs could mean for the Canadian economy. Economists have a head start this time around—it isn’t our first pass at assessing the...
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