Burgundy Asset Management Ltd.’s Post

The US equity market is well supported – as long as potential import tariffs promised by Donald Trump don’t hurt the economy or increase inflation. Find out more from Fabiana Fedeli. As we head into 2025, there are many challenges on the horizon, but also potential opportunities. Read our full Investment Perspectives outlook here: https://ow.ly/Ap9T50Uouz5 #InvestmentPerspectives #CIOperspectives #Investmentoutlook

I'm excited to share my latest blog post that delves into the significant effects of 25% tariffs on Canadian GDP. This comprehensive analysis explores how these tariffs are reshaping economic landscapes, influencing trade dynamics, and impacting growth prospects in Canada. Understanding the ramifications of trade policy is crucial for businesses and policymakers alike. I invite you to read the full article to gain valuable insights into this pressing economic issue. You can read the post here: https://ift.tt/WKXPIrz.

Tariffs are the most urgent threat facing Canadian and American businesses today. The Canadian Chamber of Commerce’s Business Data Lab has created a tool to illustrate the ties between our two economies. The Canada-U.S. Trade Tracker clearly maps out the vital importance of these relationships and the risks they face. https://lnkd.in/ewvj3JfB

BREAKING: The Wall Street research also dives into the Trump tariff proposal--10% across the board then tack on 60% for Chinese imports, makes it the highest since the 1930s. Good news: It will raise as much as $3 trillion over 10 years, though thats a static number. Bad news: A trade war could cut into US GDP as it has done in the past

Central and Eastern Europe’s direct trade exposure to the U.S. is low, but spillovers from higher U.S. tariffs due to weakness in Germany could be substantial. Read more: https://okt.to/EFKBG6

Forces working against the farm economy -- the uncertainties of a new administration, tariffs, trade wars, the availability of labor and more -- pave the way for a tumultuous 2025 in the U.S. ag economy. In this WIA Today post, we highlight @CoBank's latest report which provides a comprehensive year-ahead outlook. https://hubs.li/Q033jQWg0

🌍 Trade war on the horizon? The U.S. has postponed its tariff decision on Canada, but uncertainty remains. What could be the economic consequences? 🔎 Coface analyzes the risks here: https://lnkd.in/dWpBMEK8 #TradeRisk #Canada #GlobalEconomy #BusinessStrategy #Coface

One thing I rarely hear mentioned is that most trade these days is in intermediate goods. This means that higher tariffs will not only hurt consumers, but will raise costs on businesses too. My latest report discusses the implications of a Trump presidency on trade, global growth, and asset markets (client link only): https://lnkd.in/gqTYfynN

Fund firms see geopolitics playing an even bigger role as they weigh possible impacts of trade tariffs, investment restrictions and limitations on cross-border data sharing. https://lnkd.in/giBznHXe

With GDP growth expected to slow to 2.1% next year and uncertainties around tariffs and trade policies, the trucking market faces a mixed bag of opportunities and challenges. 🚚📈 What will this mean for rates, manufacturing, and global trade? 🌍📦Panelist Lee Klaskow, Senior Analyst at Bloomberg shares his thoughts.  State of Drayage Report: https://lnkd.in/guPjyygS #TruckingTrends #EconomicOutlook #GDP2025 #LogisticsIndustry #FreightFuture #TradeImpact #SupplyChainInsights #TransportationMarket #EconomicGrowth #FreightForecast