Much ado about the tariff tantrum

U.S - China economic outlook

 

Dealing with market corrections

While the correction has frayed investors’ nerves and could persist, we don’t think it’s heralding the demise of the bull market. The U.S. economy remains in gear, and with valuations nearing a sweet spot we remain comfortable holding a Market Weight position in equities.

CRA to delay registered fee position "indefinitely"

This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts.

Investment Outlook - Spring 2018

The macro environment is transitioning away from slow growth, low inflation and highly stimulative monetary policies to faster growth, normal inflation and tightening central banks. The expansion is highly synchronized and global growth is running at its fastest pace in eight years.

2018 Federal Budget Preview

Eroding Canadian competitiveness is a Made-in-Canada problem. 

US Equity Strategy

Buying the Dip, for Now

Tax reform: Time for the rubber to meet the road

Since President Trump was elected last year, investors’ and financial markets’ expectations for fiscal stimulus have been high. After several fits and starts during 2017, the president is now poised to sign into law what is being billed as “the most comprehensive tax reform in three decades.”

'Lot of things that have to come together' before next rate hike

 - Bank of Canada Governor Stephen Poloz

The bank hiked its rate twice this year — once in July and again last month — after staying on the sidelines for the previous two years. Earlier this week, it chose to leave its benchmark interest rate steady at one per cent, prompting questions as to when the next increase might come.

 

David McKay, CEO RBC - BNN Exclusive Interview 

David McKay, president and CEO of RBC, joins BNN's Greg Bonnell for an exclusive conversation about how changes in tax policy could push Canadian talent elsewhere, why RBC is betting on the future of artificial intelligence, and why he welcomes a slowdown in the housing market at home.

NAFTA: Renewal or Rejection? 

NAFTA renegotiations kicked off last week, and while U.S. Trade Representative (USTR) Robert Lighthizer didn’t mince words, it’s unlikely to be a one-sided boxing match. There will be j

Burden of expectations could limit the loonie’s flight 

The loonie has been soaring amid growing optimism for the domestic economy and prospects for
tighter monetary policy from the Bank of Canada. We weigh the factors that could propel the loonie
further or clip its wings, and conclude that there is a strong set of arguments that suggests upside
from current levels may be difficult to achieve.