Recent Posts

The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

Feb 07, 2025

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

Feb 05, 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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A U.S.-Canada trade shock now in play: first economic takeaways

A U.S.-Canada trade shock now in play: first economic takeaways

Feb 02, 2025

Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce...

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Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

Jan 31, 2025

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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Processing the U.S. legislative process

Processing the U.S. legislative process

Jan 30, 2025

Every administration enters office with aggressive policy goals. But a lot of give-and-take may be needed to turn goals into policy.

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