Bi-Weekly Client Letter - April 8, 2025

 April 08, 2025 |Beth Arseneau
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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Food Fight: China’s tariffs adds to exporters’ woes

 April 03, 2025 |Beth Arseneau
China retaliated with tariffs of its own on various Canadian agricultural exports in response to Ottawa’s tariffs last fall on Chinese electric vehicles and metals. The new tariffs mark an escalation in trade tensions between Canada and China, with the...
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U.S. reciprocal tariffs spare Canada/Mexico for now but trade risks remain

 April 03, 2025 |Beth Arseneau
The long-awaited U.S. reciprocal tariffs announced have been large and broad-based, but critically exempt Canada and Mexico (at least for now) through CUSMA/USMCA compliant trade. The announcement includes a baseline 10% minimum tariff rate for all countries...
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Global Insight Weekly - March 28, 2025

 March 28, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. US equities: Signs of a cycle peak, with a Q2 reprieve likely The first quarter of 2025 was an eventful one for equity investors, marked by volatility and a market correction....
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Global Insight Weekly - March 20, 2025

 March 21, 2025 |Beth Arseneau
In this week's issue... In Brief - Unraveling the uncertainties: To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions...
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Bi-Weekly Client Letter - March 21, 2025

 March 21, 2025 |Beth Arseneau
Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...
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Global Insight Weekly - March13, 2025

 March 14, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. In brief – Tariffs: Bracing for market impact The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...
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Tariffs: Bracing for market impact

 March 11, 2025 |Beth Arseneau
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should...
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Tariffs’ leverage extends far beyond trade

 March 07, 2025 |Beth Arseneau
Tariffs, in their modern form, are a trade measure. Higher U.S. import duties help domestic producers compensate for lack of cost competitiveness. An import tax helps reduce the U.S. trade deficit in the near term, although the longer-term picture becomes...
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Global Insight Weekly - March 6, 2025

 March 07, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. Vortex of volatility A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re...
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