August 8th 2025 - Bi-weekly Stinson Wealth Management Report

August 08, 2025 |Michael Stinson

As we’ve highlighted in recent letters, this summer has been far from quiet. Markets remain sensitive to a steady flow of headlines, many of them tied to evolving trade developments, which continue to shape investor sentiment.

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Transmission framework: How tariffs will flow through the U.S. economy

Transmission framework: How tariffs will flow through the U.S. economy

August 06, 2025 |Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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A central bank at rest tends to stay at rest

A central bank at rest tends to stay at rest

August 05, 2025 |Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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Lower prices and growing confidence keep Canada’s housing market recovery intact in June

Lower prices and growing confidence keep Canada’s housing market recovery intact in June

July 28, 2025 |Robert Hogue
Canada’s housing market showed further signs of recovery in June with home resales picking up for a third straight month on a monthly basis. But, prices remained lower overall with nationwide declines largely driven by softening in Ontario and British...
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A market that costs a pretty penny

A market that costs a pretty penny

July 25, 2025 |Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

July 18, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

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House prices diverge across Canadian markets

House prices diverge across Canadian markets

July 14, 2025 |Robert Hogue
More prospective homebuyers are making their way back to Canada’s housing markets as some trade war fog dissipates—but it’s far from a stampede. Local real estate board statistics indicate transactions increased modestly between May and June in several...
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Supply Management Explained

Supply Management Explained

July 14, 2025 |Lisa Ashton
Executive Summary Canada’s $30-billion supply management system has underpinned national food sovereignty and security for more than 50 years. Covering dairy, chicken, turkey and eggs, the system has ensured price and supply stability for food staples...
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H1 2025 equity recap: Business as unusual

July 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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June 27th 2025 - Bi-weekly Stinson Wealth Management Report

June 27, 2025 |Michael Stinson
It has been an eventful few weeks. A significant escalation of conflict between Israel, Iran, and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets have remained...
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