RBC insights

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...

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

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.

It’s tough to believe we are already past the midway point of January, time certainly does fly. We trust your start to 2025 has been good and we look forward to the opportunity to continue to build on the great work we’ve done together in what promises...

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.