Tariff Tensions: Are Portfolio Changes Needed?

Published on March 6, 2025

With U.S. tariffs on Mexican and Canadian imports now in effect, yesterday’s risk-off market mood continued today. Both Canadian and U.S. equities modestly sold off.

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Growth Concerns Shift Stock and Bond Correlation

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High fiscal deficits from tax cuts and tariffs raised concerns about inflation. However, markets have since shifted their focus.

CAPE-5: A Different Measure Of Valuation

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