In this episode, Lesley Marks, Chief Investment Officer, unpacks the latest developments in US-China trade relations and offers her perspective on the progress of key trade agreements. She also discusses the contentious "One Big Beautiful Bill" and explores its potential impact on capital markets and the broader economy. Finally, Lesley shares her outlook for the US and Canadian economies in the second half of the year, highlighting the key risks and reasons for cautious optimism. 

This episode was recorded on June 12, 2025.