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      Market Update with Jim Allworth

       


      Recent Posts

      Setting the stage for a sustainable Chinese equity rally

      Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

      U.S. equity returns in 2025: Record-breaking resilience

      U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

      Building on a narrow base

      Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

      Global Insight 2025 Outlook: Canada

      Global Insight 2025 Outlook: Canada

      December 03, 2024 |Sunny Singh, CFA, and Josh Nye

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

      Read more
      The price of Fed rate cut success is steep, but not too steep

      The price of Fed rate cut success is steep, but not too steep

      October 02, 2024 |Thomas Garretson, CFA

      The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

      Read more
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      Contact information

      Carl Brennan, CIM, FCSI, CIMA

      Senior Portfolio Manager
      carl.brennan@rbc.com
      Phone: 416-842-3644
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      Toll-Free: 1-800-561-4468

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      Phone: 416-842-7143

      Brennan Wealth Advisory
      of RBC Dominion Securities Inc.

      brennanwealth@rbc.com


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