Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

 February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Portfolio Advisor Newsletter - Feb 3rd, 2025

 February 03, 2025 |RBDM Wealth Management
Global equity markets are grappling with an executive order signed by U.S. President Trump over the weekend authorizing tariffs be placed on all Canadian imports beginning Tuesday, February 4th. Markets have digested the news reasonably well as the selloff...
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Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

 January 30, 2025 |Josh Nye, Canadian Fixed Income Strategist

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

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Portfolio Advisor Newsletter - January 24th, 2025

 January 24, 2025 |RBDM Wealth Management
Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign. Nevertheless, markets experienced some renewed strength over the past week after a subdued early start...
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Portfolio Advisor Newsletter - January 10th, 2025

 January 10, 2025 |RBDM Wealth Management
Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...
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Portfolio Advisor Newsletter - December 13, 2024

 December 13, 2024 |RBDM Wealth Management
A continued decline in inflationary pressures, combined with ongoing signs of a cooling Canadian economy, recently prompted the Bank of Canada (BoC) to cut interest rates for the fifth consecutive time. In the U.S., the Federal Reserve is also expected...
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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

 December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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Portfolio Advisor Newsletter - November 29, 2024

 December 02, 2024 |RBDM Wealth Management
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: 25% on imports from Canada and Mexico and an additional...
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Portfolio Advisor Newsletter - November 15, 2024

 November 15, 2024 |RBDM Wealth Management
Investors have been closely focused on the U.S. election in recent weeks, with Donald Trump elected 47th president of the United States. Both U.S. and Canadian equity markets reached new all-time highs after a post-election boost, while markets overseas...
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Portfolio Advisor Newsletter - November 1st, 2024

 November 01, 2024 |RBDM Wealth Management
Global equity markets have drifted lower recently, with North American equity markets retreating from highs. In the U.S., central bank policy easing is expected to continue, but investors have tempered their expectations for how quickly rates will fall...
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