This week, our investment teams examine early signs of the incoming Trump administration’s policy promises taking effect and Canadian inflation. Read more in From the Desk featuring Dec Mullarkey, CFA and Matthew Boehner, CFA. #slcmanagement #fromthedesk #markets
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🌍 How could a Trump win in 2024 impact Canada? @iA's recent macro strategy report dives into FOUR! potential economic and trade implications. https://lnkd.in/gU8BUCYm #Canada #Economy #Trade #MacroStrategy #IAGAM #Trump2024
Macro & Strategy - April 2024
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🌍 How could a Trump win in 2024 impact Canada? @iA's recent macro strategy report dives into FOUR! potential economic and trade implications. https://lnkd.in/gU8BUCYm #Canada #Economy #Trade #MacroStrategy #IAGAM #Trump2024
Macro & Strategy - April 2024
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From Investment IQ. Donald Trump’s return to office brings key shifts to US policy, with an emphasis on assertive trade tariffs, potential tax cut extensions, and regulatory adjustments. These moves may affect sectors such as small-cap stocks, energy, and financials, while inflationary pressures could impact bond yields. As the new administration prioritises domestic economic growth, changes to existing tax and trade frameworks are expected to shape the investment landscape. T. Rowe Price 🔗 Read the full article on Investment IQ: https://incm.pub/3Z1AmzF #investing #assetmanagement #wealthmanagement #finance
How Trump’s 2024 win shapes policy, economy, and markets
investmentiq.co.uk
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🌍💼 As we navigate the evolving economic landscape, former President Trump's proposed universal tariff has sparked vital discussions among financial professionals. Could it bolster domestic production and job creation? Or will it unleash trade tensions and inflation? Dive into the complexities of this proposal and its potential impacts on our economy. Stay informed and ahead of the curve in these unpredictable times! 🔍 #UniversalTariff #EconomicPolicy #MarketDynamics #Finance #Trade #Investing #GlobalEconomy #UniversalTariff #EconomicPolicy #TradeTensions #JobCreation #DomesticProduction #InflationRisks
Trump's Universal Tariff Sparks Economic Debate on Jan 20, 2025
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Today's Morning Market Brief is now available. Read more about today's investment and economic headlines. #news
Morning Market Brief January 22, 2025
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From Investment IQ. Donald Trump’s return to office brings key shifts to US policy, with an emphasis on assertive trade tariffs, potential tax cut extensions, and regulatory adjustments. These moves may affect sectors such as small-cap stocks, energy, and financials, while inflationary pressures could impact bond yields. As the new administration prioritises domestic economic growth, changes to existing tax and trade frameworks are expected to shape the investment landscape. T. Rowe Price 🔗 Read the full article on Investment IQ: https://incm.pub/4eqV2FG #investing #assetmanagement #wealthmanagement #finance
How Trump’s 2024 win shapes policy, economy, and markets
investmentiq.co.uk
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🌍 How could a Trump win in 2024 impact Canada? @iA's recent macro strategy report dives into FOUR! potential economic and trade implications. https://lnkd.in/g7NhWfg5 #Canada #Economy #Trade #MacroStrategy #IAGAM #Trump2024
Macro & Strategy - April 2024
iagam.ca
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🌐 2025 Political Outlook: Key Insights for Investors The January 2025 edition of Investment Strategy Quarterly takes a deep dive into the year ahead, with Managing Director and Washington Policy Analyst Ed Mills offering insights into the key market-relevant policies shaping the landscape. Here’s what you need to know: 💼 Top Policy Focus Areas • Tariffs and trade negotiations take center stage. • Debt limit debates likely to stir early-year volatility. • Tax cut extensions could be on the horizon. 🚨 Key Highlights • Narrow GOP majority in the House presents legislative hurdles. • Expect a mix of executive-driven actions and Congressional negotiations. • The newly created Department of Government Efficiency (DOGE) may reshape regulation and spending. 📊 Market Impact Policies on tariffs, tax reforms, and the debt ceiling will likely drive market reactions. As always, “expect the unexpected” in navigating the Washington playbook. 🔗 Stay Informed Dive deeper into the 2025 outlook. Read the full article in the Investment Strategy Quarterly. #MarketOutlook2025 #PoliticalPolicy #InvestmentStrategy #5thAvenueSouth
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Our investment experts analyse the outlook for the US market, what the new president’s proposed policies could mean for the global economy, and the investment implications across asset classes. Key points below. Gilles Moec, Dominic Byrne, Nick Hayes. 🌍 Donald Trump’s election campaign focused on three priorities – immigration, fiscal policy and trade 🌍 The initial impact could be positive for the US economy but we might face a very different picture by the mid-term of the presidency 🌍 Fixed income markets have so far been mixed but we believe there is potentially a compelling opportunity in US high yield over the next one to two years from an all-in yield perspective Full article here AXA Investment Managers https://lnkd.in/ecfsM3Bc #USelection #markets
What will a new US President mean for markets and the global economy?
axa-im.com
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🌍 How could a Trump win in 2024 impact Canada? @iA's recent macro strategy report dives into FOUR! potential economic and trade implications. https://lnkd.in/g7NhWfg5 #Canada #Economy #Trade #MacroStrategy #IAGAM #Trump2024
Macro & Strategy - April 2024
iagam.ca
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