U.S. stock market rally: Lopsided leadership

May 15, 2020 |Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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Audio commentary: Checking in on Internet trends with Mark Mahaney

May 13, 2020 |Mark Mahaney

Top-ranked Internet analyst Mark Mahaney, Managing Director with RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the impact of COVID-19 on online trends.

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Two chess pieces

How rekindled trade tensions impact the investment outlook

May 07, 2020 |Frédérique Carrier

As if economies and markets didn’t already have their hands full, fresh U.S.-China trade tensions have added a layer of uncertainty to consider.

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The outlook for oil in a period of demand destruction

The outlook for oil in a period of demand destruction

May 05, 2020 |RBC Wealth Management

With oil prices in free fall as demand has evaporated into thin air, we look at what’s in store for the oil market.

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The roads to recovery for earnings and the economy

The roads to recovery for earnings and the economy

May 05, 2020 |Kelly Bogdanova

The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy.

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Audio commentary: The transition from lockdown to reopening – An update with Jim Allworth

May 05, 2020 |Jim Allworth

Mark Bayko and Jim Allworth discuss the most recent developments and outlook going forward.

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Global Insight Weekly

Understanding the Federal Reserve’s policy response to COVID-19

Apr 30, 2020 |Thomas Garretson, CFA

The Fed has pledged quantitative easing and liquidity facilities in response to COVID-19. Can its promises backstop the markets against volatility?

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How the emerging markets are coping with the health and economic crises

Audio commentary: How the emerging markets are coping with the health and economic crises

Apr 30, 2020 |Mark Bayko and Polina Kurdyavko

Mark Bayko and Polina Kurdyavko have a conversation examining the various approaches undertaken by regions and countries, the outlook for currencies, opportunities and risks, and why Asia may emerge from this in a stronger position relative to others

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How COVID-19 is changing the earnings outlook

How COVID-19 is changing the earnings outlook

Apr 23, 2020 |Kelly Bogdanova

Economies and companies are operating in a state of business as unusual. When it comes to the earnings outlook, it’s time to throw out the playbook.

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Fixed income markets at a time of exceptional central bank support

Audio commentary: Fixed income markets at a time of exceptional central bank support

Apr 22, 2020 |Frédérique Carrier and David Riley
A discussion on how the economic downturn may affect default rates, plus an exploration of the repercussions of the Fed’s recent actions, the UK government’s pursuit of its Brexit strategy, and the European Union’s difficulties in crafting a joint fiscal...
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