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Trade Policy/Protectionism

German Election: Winds Of Change, Again

The rise of the far-right is challenging mainstream German politics. The CDU/CSU and SPD will govern Germany again after the election. A ceasefire in Ukraine will offer some relief, but Trump’s policies will keep tensions high. 

Geopolitical Strategy, European Investment Strategy by Yushu Ma
A Will E. Coyote Moment For Markets?
Our Chart Of The Week comes from Jonathan LaBerge, Chief Strategist for our Special Reports Unit. Jonathan asks whether investors should be encouraged by the fact stocks are shrugging off US tariffs. The answer is no, because the same thing happened in…
Daily Insights by Felix-Antoine Vezina-Poirier
All That Glitters Is Not Gold
Our Commodity strategists provided an update on precious metals and the impact of US tariffs on commodities. Elevated policy uncertainty will drive a rally in precious metals over the next 12-to-18 months, but not all metals will benefit equally. Gold…
Daily Insights by Felix-Antoine Vezina-Poirier
Europe Is Next
Our European strategists evaluate the looming threat of US tariffs on Europe, as it is President Trump’s next trade target after Canada, Mexico and China. While a deal centered on European energy imports and defense spending is likely, uncertainty will remain…
Daily Insights by Felix-Antoine Vezina-Poirier
Chinese Inflation Distorted By Seasonality
China’s January consumer prices rebounded to 0.5% y/y, and producer price deflation was unchanged at -2.3%. China’s first quarter data tends to be distorted by the Chinese New Year, as its variable dates shift consumption peaks around without a clear pattern.…
Daily Insights by Felix-Antoine Vezina-Poirier
All That Glitters Is Not Gold

Last week’s tariff debacle kicks off a period of heightened global policy uncertainty under the new US administration. That is bad news for financial assets exposed to the business cycle. Meanwhile, it creates an opportunity for safe-haven assets to shine.

Gold is capturing headlines for soaring to fresh record highs.

Yet, what about the other precious metals?

In this report, we argue that not all precious metals are created equal. 

Commodity & Energy Strategy by Roukaya Ibrahim
Europe Is Next

Europe is about to become President Trump’s next target. The good news: a US/EU trade war will be short as common ground to achieve a deal exists. The bad news: European assets remain at the mercy of heightened uncertainty. How should investors position themselves in this tricky context?

European Investment Strategy by Mathieu Savary
Will Trump Conquer North America?
Our Geopolitical strategists published a Special Report discussing President Trump’s rhetoric on territorial expansion in North America, Greenland, and Panama. The biggest surprise of Trump’s first weeks in office has not been tariffs, which were…
Daily Insights by Felix-Antoine Vezina-Poirier
China: Caixin PMIs Point To Continued Low Growth
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Daily Insights by Felix-Antoine Vezina-Poirier
China: Bracing For The Impact Of Tariffs
Our China Investment strategists assessed the impact of increased US tariffs on China. The latest US tariff hike on Chinese imports is expected to cut China’s GDP growth by 0.6 percentage points in 2025, primarily through a 2.5-3.0 percentage points drag…
Daily Insights by Felix-Antoine Vezina-Poirier

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