Canadian Banks Face Growing Uncertainty as the Trade War Begins episode artwork

EPISODE · Mar 6, 2025 · 56 MIN

Canadian Banks Face Growing Uncertainty as the Trade War Begins

from The Canadian Investor · host Braden Dennis & Simon Belanger

The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications. Then, we shift to Canadian bank earnings. TD, RBC, National Bank, and CIBC all reported, giving us a snapshot of how the financial sector is holding up amid rising provisions and economic uncertainty. We analyze key metrics, what CEOs are saying about the economy, and why mortgage delinquency rates are starting to creep up. Tickets of stocks/ETFs discussed: TD.TO, RY.TO, NA.TO, CM.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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Canadian Banks Face Growing Uncertainty as the Trade War Begins

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This episode is 56 minutes long.

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This episode was published on March 6, 2025.

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The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff...

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