Blog

A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. We discuss recent corporate earnings updates, monetary policy, and U.S. political risk in more detail below. Corporate earnings in...

Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. We discuss geopolitics, corporate earnings, and monetary policy in more detail below. Geopolitical flashpoints The...

RBC Wealth Management has launched the Global Insight 2026 Outlook, titled “The future is here…and gathering speed.” In this week’s letter, we highlight some key excerpts from the outlook report that brings unique perspectives on the near- and long-term...

RBC Wealth Management has launched the Global Insight 2026 Outlook, titled “The future is here…and gathering speed.” In this week’s letter, we highlight some key excerpts from the outlook report that brings unique perspectives on the near- and long-term...

Approaching the final stretch of 2025, the Canadian and U.S. economies appear well-positioned to extend their expansions. Strong earnings delivery, a favourable policy mix, and abating trade uncertainty are expected to help bolster growth prospects and...

The market backdrop appears incrementally constructive, with the U.S. government shutdown now behind us and a strong earnings season bolstering equity market sentiment. We discuss these developments along with some thoughts on the Canadian federal budget...

Approaching the one-month point of the U.S. federal government shutdown, the Federal Reserve (Fed) has been forced to make an interest rate decision with only partial visibility into the economy. Meanwhile, signs of weakness in pockets of the Canadian...

The U.S. federal government remains shut down. While the broader economic impact has typically been modest, the absence of official economic data releases during the standoff adds a layer of uncertainty. For now, investor attention is shifting to the...

The U.S. federal government began a partial shutdown this week. While notable, the impact of these shutdowns on the economy and financial markets have typically been modest. Political developments such as these often generate headlines and can induce...