Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

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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Global Insight Monthly - February 2025

February 05, 2025 |Beth Arseneau
I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy. This month’s highlights: Tariffs’...
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Bi-Weekly Client Letter: 4 February 2025

February 04, 2025 |Beth Arseneau
Global equity markets have been grappling with the threat of U.S. tariffs in recent days. Markets have digested the news reasonably well as the selloff has been unremarkable. That may be partly attributable to uncertainty as to the timing of when tariffs...
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Washington Strategy: Tariffs & Commodity Impact

February 03, 2025 |Beth Arseneau
Response to the US Tariffs Levied on Canada and Mexico Since President Trump’s sweeping electoral victory in November, his advisors made it clear that he would break from past precedents on the use of tariffs. Rather than seeking to rectify trade imbalances...
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Oil Strategy Update: Global Pricing Stress Test

February 03, 2025 |Beth Arseneau
Analysis of Tariff and Sanctions Impacts on an Increasingly Volatile Market The market has gone through the first round of many potential disruptions for 2025. While there is an array of headline risk in the offing, the event risk rally, as well as the...
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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

February 02, 2025 |Frances Donald and Nathan Janzen
Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce a clear analysis with the recognition that the evolution of trade policies, and policymakers’ responses to them, still...
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Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

January 30, 2025 |Josh Nye, Canadian Fixed Income Strategist

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

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A playbook for how to measure a tariff shock in Canada

A playbook for how to measure a tariff shock in Canada

January 23, 2025 |Frances Donald and Nathan Janzen
U.S. President Donald Trump has taken office, and understandably, there is growing concern about what threatened American tariffs could mean for the Canadian economy. Economists have a head start this time around—it isn’t our first pass at assessing the...
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Homebuyers get some affordability relief but strains endure

Homebuyers get some affordability relief but strains endure

January 09, 2025 |Robert Hogue
Homeownership costs have eased for three consecutive quarters in Canada. The share of income a household needs to cover mortgage payments, property taxes and utilities has fallen nationwide to 58.4% by Q3 after reaching an all-time high of 63.8% in Q4...
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Five strategies to maximize your RRSP savings

Five strategies to maximize your RRSP savings

January 01, 2025 |RBC Wealth Management

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.

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