Although the tariff storm has fortunately not caused too much damage so far and the summer has been clement on the markets, sales are slowing down and the economy is undergoing a period of transition in the United States. What should investors think? In 5 minutes, our investment strategist Louis Lajoie explains why there is reason for optimism.

Ocean Wealth Market Update (July 2025)

Ocean Wealth Market Update: June 2025

Following a month’s reprieve, US President Donald Trump declared yesterday that the 25% tariffs on all goods from Mexico and Canada would proceed. In a speech late last month, Bank of Canada Tiff Macklem warned the economic consequences of a protracted trade conflict would be severe and would represent the most significant trade shock since the 1930s.

Historically, a strong performance in January has often signaled a promising year ahead for the stock market. This observation, known as the January Barometer, was first identified by Yale Hirsch, the founder of the Stock Trader's Almanac, in 1972.