Insights

In this week's issue... In Brief - Unraveling the uncertainties: To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions...

Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should...

Tariffs, in their modern form, are a trade measure. Higher U.S. import duties help domestic producers compensate for lack of cost competitiveness. An import tax helps reduce the U.S. trade deficit in the near term, although the longer-term picture becomes...

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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: Power...

The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...

How will Europe respond to U.S. tariff threats? For the European Union’s 27 member states, whose trade policy is set collectively, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly...