Biopharma Industry: Exempt From Global 10% Tariff, but We Still See Margin and Tax Rate Risks
Previously implemented tariffs on pharmaceutical imports from China (raised from 10% in February to 20% in March) appear ...
Q1 2025 in Review and Q2 2025 Market Outlook
We put performance trends for stocks, sectors, bonds, and funds into perspective, and offer outlooks for the next quarter.
US Defense Manufacturers: Tariff Impact Muted by Largely Domestic Supply and Limited Exports
President Donald Trump imposed new tariffs on imports from US global trading partners with the stated intention of boosting ...
For Agriculture Inputs, We See Small Impact from Tariffs, as Costs Are Largely Passed Along to Farmers
US President Donald Trump announced sweeping tariffs, with a minimum 10% tariff on all US imports and higher rates for select ...
European Luxury Stocks: Significant Selloff a Buying Opportunity
Maintaining fair value estimates for European luxury stocks following Trump’s tariffs announcement.
WTO Sees Decline in Trade Flows, Threat of Tariff War — Update
Global trade flows will likely fall this year following U.S. President Trump's latest round of tariff increases, while fresh rounds of retaliation would deepen the economic impact, the head of the ...
What Trump's reciprocal tariffs mean for home buyers and sellers
The Trump administration put a minimum tariff of 10% on imported goods from all countries, and announced additional tariffs on goods from countries that the White House identified as "worst offenders.
Toronto Stocks Slide as Trump Tariffs Sow Chaos; Dollarama Shares Rise
Shares in Dollarama bucked the broader negative trend, rising 4.3%, to C$166.25, after reporting higher fiscal fourth-quarter profit as Canadians continued to seek value in their everyday shopping, ...
WTO Sees Decline in Trade Flows, Threat of Tariff War
Trade in goods rebounded last year after a 2023 decline, and the WTO had expected to see a further pickup this year. But that outlook has changed following the sweeping rise in duties on imports ...
Opinion
For US Banks, Tariffs Pose Significant Macroeconomic Risks and Are Unconditionally Bad
President Donald Trump unleashed a barrage of tariffs on US trading partners that were significantly more aggressive and broader in scope than the market’s expectation. US banks reacted negatively to ...
Buckle up: U.S. economy runs higher risk of recession due to tariff turbulence
The U.S. was already flirting with the first decline in economic growth in three years before President Donald Trump unveiled his latest round of tariffs on Wednesday. Now economists say two quarters ...
Nordic Stocks Drop; International Petroleum Falls Furthest
Stocks in the Nordic region declined Thursday, with the OMX Nordic 40 Index declining 3.3%. International Petroleum Corp. posted the largest decline among large stocks during the session, plunging ...