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Tariffs are the Name of the Game

Tariff discussions have dominated the news cycles this year and this past week has been no different. This past weekend the US and China agreed to a pause on the crippling tariffs that they had recently imposed on each other. All the economists that we have listened to this year have suggested that tariffs are inflationary, with a recession as the mo...
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May 7 Blog: US Interest Rate Decisions and Warren Buffet to Retire

In a surprise last week, the April employment report showed surprisingly strong results, further re-enforcing the notion that the US economy is resilient in the face of uncertainty and declines in the stock market year-to-date. This latest report would normally provide further proof for Federal Reserve Chair, Jerome Powell, to continue to delay the l...
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An Important Election in Canada & Big Tech Earnings on Deck This Week

Canadians spoke and have elected a new government. Mark Carney and his Liberal Party won the federal election on April 28th, but as of this writing, the outcome of whether they had formed a majority or minority government had not yet been determined. This was an important election for Canadians and Prime Minister Carney has several crucial tasks and ...
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Earnings Season is Upon Us and Gold Anyone?

The impact of the US trade war will be front and center this week as earnings season kicks off with a number of companies reporting their quarterly earnings, including Tesla and Alphabet. While we do not necessarily believe that earnings will have been impacted this early from the implementation of US tariffs around the world (we believe the impact i...
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Tariffs, Treasuries and Trade Tensions

If you feel like it’s hard to keep up with the global markets—tariffs, treasuries, trade tensions, and more—you’re not alone. It seems that depending on the day, things can change by the hour in this dynamic environment. This past week, markets continued to experience declines, but Wednesday brought one of the best days in histo...
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Name: Candace Loughran
Posts: 4
Last Post: May 15, 2025
Name: Pat Pecora
Posts: 3
Last Post: May 9, 2025

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