Insights

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...

Various measures of market and economic sentiment have turned sharply negative in recent weeks. Typically these are signs of a market or economy under stress. Neither of those conditions are in place right now, and in normal times this would be a puzzling...

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability. Beyond the end of the year, however, there are some areas of tax planning that often get overlooked. For example, there...

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

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

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...

The prospect of significant tariffs on Canada represents a grave risk to the Canadian economy, but the Canadian stock market may be another matter. There is little doubt if 25% tariffs are implemented (perhaps by the time you read this), the impact on...

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.