Ongoing omicron: What’s next for China?

April 22, 2022 |Frédérique Carrier & Jasmine Duan

China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.

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Is the U.S. dollar losing its global appeal?

April 14, 2022 |Alan Robinson

We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.

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Is the market overreacting to the inverted yield curve?

April 08, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

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Federal Budget 2022: Key measures that may have a direct impact on you

April 08, 2022 |RBC Wealth Management Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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Will economic turbulence disrupt global equity markets?

April 05, 2022 |Jim Allworth

We take a fresh look at the seven key leading indicators that make up our U.S. recession scorecard, with an eye towards portfolio positioning.

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The Russia-Ukraine conflict and a new Europe in the making

April 05, 2022 |Frédérique Carrier

The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.

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Higher inflation and tight labour markets raise odds of faster rate hikes

April 04, 2022 |Josh Nye

The tightening we expected over the next two years is now likely to come by the end of 2022.

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Why the U.S. and Canada can weather the economic shock from the Russia-Ukraine conflict

April 01, 2022 |Kelly Bogdanova

Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?

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Budget 2022: Will Ottawa rise to Canada's growth challenge?

March 31, 2022 |Cynthia Leach and Josh Nye
Finance Minister Chrystia Freeland said Budget 2022 would be about boosting Canada’s long term economic growth. But her next fiscal blueprint risks being consumed by more immediate demands. The sharply rising cost of living, Russia’s invasion of Ukraine...
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What could shape portfolio performance over the next year?

March 24, 2022 |Joseph Wu, CFA

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

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